Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 155 transactions representing $250bn in transaction value since our inception in 2017. However, we firmly believe that our true power lies in prioritizing our relationships with leading companies and executives worldwide, rather than solely focusing on transaction statistics.

Our unwavering commitment to excellence, meticulous attention to detail and extensive experience enables us to deliver superior results for our clients. We believe that our efforts have helped advance the strategic and financial objectives of our clients, and allowed us to build deep, long-lasting, and trusting relationships along the way.

155+

Transactions

$250B+

in Transaction Value

$85B+

in Cross-Border Transactions

$170B+

in FIG Transactions

Selected Transactions

Asset Management
Battery Technology
Clean Energy
Consumer Retail
FinTech
Financial Sponsors
Healthcare
InsurTech
Insurance
Insurance Services / Brokers
Investment Banks / Banks
Market Structure
Natural Resources
Real Estate
SPAC
Specialty Finance
TMT
Wealth Management
APAC
Americas
EMEA
Clear all

Announced

Status

Transaction

Client

CW Advisors, Sale to Osaic

ANNOUNCED

2025

Jun 17, 2025

STATUS

Pending

CLIENT

CW Advisors

Jun 17, 2025

Pending

CW Advisors, Sale to Osaic

CW Advisors

Ocorian, Acquisition of E78's Fund Solutions Division

ANNOUNCED

2025

Jun 3, 2025

STATUS

Pending

CLIENT

Ocorian

Jun 3, 2025

Pending

Ocorian, Acquisition of E78's Fund Solutions Division

Ocorian

Lido Advisors, Strategic Partnership with HPS Investment Partners

ANNOUNCED

2025

May 22, 2025

STATUS

Pending

CLIENT

Lido Advisors

May 22, 2025

Pending

Lido Advisors, Strategic Partnership with HPS Investment Partners

Lido Advisors

Great Hill Partners, Minority Investment in Mission Wealth

ANNOUNCED

2025

May 1, 2025

STATUS

Closed

CLIENT

Great Hill Partners

May 1, 2025

Closed

Great Hill Partners, Minority Investment in Mission Wealth

Great Hill Partners

TPG, Minority Investment in Cliffwater Alongside Temasek and TA Associates

ANNOUNCED

2025

Apr 21, 2025

STATUS

Closed

CLIENT

TPG

Apr 21, 2025

Closed

TPG, Minority Investment in Cliffwater Alongside Temasek and TA Associates

TPG

BroadStreet Partners, Sale of Co-control Stake to Investor Group Led by Ethos Capital, BCI, and White Mountains

ANNOUNCED

2025

Apr 10, 2025

STATUS

Pending

CLIENT

BroadStreet Partners

Apr 10, 2025

Pending

BroadStreet Partners, Sale of Co-control Stake to Investor Group Led by Ethos Capital, BCI, and White Mountains

BroadStreet Partners

Summit Partners, Strategic Investment in One Point Advisory Services

ANNOUNCED

2025

Mar 31, 2025

STATUS

Closed

CLIENT

Summit Partners

Mar 31, 2025

Closed

Summit Partners, Strategic Investment in One Point Advisory Services

Summit Partners

NEXT Insurance, Sale to ERGO a Munich Re Company

ANNOUNCED

2025

Mar 20, 2025

STATUS

Pending

CLIENT

NEXT Insurance

Mar 20, 2025

Pending

NEXT Insurance, Sale to ERGO a Munich Re Company

NEXT Insurance

Generali, Reinvestment in Viridium

ANNOUNCED

2025

Mar 19, 2025

STATUS

Pending

CLIENT

Generali

Mar 19, 2025

Pending

Generali, Reinvestment in Viridium

Generali

1315 Capital, Strategic Minority Investment from Navigator

ANNOUNCED

2025

Mar 17, 2025

STATUS

Closed

CLIENT

1315 Capital

Mar 17, 2025

Closed

1315 Capital, Strategic Minority Investment from Navigator

1315 Capital

New Mountain Capital, Acquisition of NSM Insurance Group’s U.S. Commercial Insurance Division

ANNOUNCED

2025

Feb 25, 2025

STATUS

Closed

CLIENT

New Mountain Capital

Feb 25, 2025

Closed

New Mountain Capital, Acquisition of NSM Insurance Group’s U.S. Commercial Insurance Division

New Mountain Capital

Allstate, Sale of Group Health Business to Nationwide

ANNOUNCED

2025

Jan 30, 2025

STATUS

Pending

CLIENT

Allstate

Jan 30, 2025

Pending

Allstate, Sale of Group Health Business to Nationwide

Allstate

Generali Investments, Combination with BPCE through a Joint Venture

ANNOUNCED

2025

Jan 21, 2025

STATUS

Pending

CLIENT

Generali

Jan 21, 2025

Pending

Generali Investments, Combination with BPCE through a Joint Venture

Generali

Generali Investments, Acquisition of MGG

ANNOUNCED

2025

Jan 17, 2025

STATUS

Pending

CLIENT

Generali

Jan 17, 2025

Pending

Generali Investments, Acquisition of MGG

Generali

GTCR, Strategic Investment in Winged Keel Group

ANNOUNCED

2025

Jan 13, 2025

STATUS

Closed

CLIENT

GTCR

Jan 13, 2025

Closed

GTCR, Strategic Investment in Winged Keel Group

GTCR

WMS Partners, Sale to Homrich Berg Wealth Management

ANNOUNCED

2024

Dec 11, 2024

STATUS

Closed

CLIENT

WMS

Dec 11, 2024

Closed

WMS Partners, Sale to Homrich Berg Wealth Management

WMS

General Atlantic, Formation of Chariot Reinsurance with MetLife

ANNOUNCED

2024

Dec 11, 2024

STATUS

Pending

CLIENT

General Atlantic

Dec 11, 2024

Pending

General Atlantic, Formation of Chariot Reinsurance with MetLife

General Atlantic

Ualá, Series E Round of Funding

ANNOUNCED

2024

Nov 12, 2024

STATUS

Closed

CLIENT

Ualá

Nov 12, 2024

Closed

Ualá, Series E Round of Funding

Ualá

Innovisk, Sale to Ryan Specialty

ANNOUNCED

2024

Nov 4, 2024

STATUS

Closed

CLIENT

Innovisk

Nov 4, 2024

Closed

Innovisk, Sale to Ryan Specialty

Innovisk

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

ANNOUNCED

2024

Oct 29, 2024

STATUS

Closed

CLIENT

Mariner Wealth Advisors

Oct 29, 2024

Closed

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

Mariner Wealth Advisors

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