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

Private Advisor Group, Strategic Investment From and Partnership With Merchant

ANNOUNCED

2021

Dec 17, 2021

STATUS

Closed

CLIENT

Private Advisor Group

Dec 17, 2021

Closed

Private Advisor Group, Strategic Investment From and Partnership With Merchant

Private Advisor Group

Allianz, Reinsurance Agreement with Resolution Life and Sixth Street for its U.S. Fixed Index Annuity Portfolio

ANNOUNCED

2021

Dec 3, 2021

STATUS

Closed

CLIENT

Allianz

Dec 3, 2021

Closed

Allianz, Reinsurance Agreement with Resolution Life and Sixth Street for its U.S. Fixed Index Annuity Portfolio

Allianz

KKR, Strategic Investment In and Partnership With Beacon Pointe

ANNOUNCED

2021

Nov 5, 2021

STATUS

Closed

CLIENT

KKR

Nov 5, 2021

Closed

KKR, Strategic Investment In and Partnership With Beacon Pointe

KKR

Seesaw, Strategic Investment From and Partnership With Providence Equity Partners

ANNOUNCED

2021

Oct 22, 2021

STATUS

Closed

CLIENT

Seesaw

Oct 22, 2021

Closed

Seesaw, Strategic Investment From and Partnership With Providence Equity Partners

Seesaw

Kelso & Company, Strategic Investment and Partnership With Savant Wealth Management

ANNOUNCED

2021

Sep 30, 2021

STATUS

Closed

CLIENT

Kelso & Company

Sep 30, 2021

Closed

Kelso & Company, Strategic Investment and Partnership With Savant Wealth Management

Kelso & Company

Axio Financial, Sale to iCapital Network

ANNOUNCED

2021

Sep 21, 2021

STATUS

Closed

CLIENT

Axio Financial

Sep 21, 2021

Closed

Axio Financial, Sale to iCapital Network

Axio Financial

Gallatin Point and First Investors, Sale of First Investors to Stellantis

ANNOUNCED

2021

Sep 1, 2021

STATUS

Closed

CLIENT

Gallatin Point and First Investors Financial Services Group

Sep 1, 2021

Closed

Gallatin Point and First Investors, Sale of First Investors to Stellantis

Gallatin Point and First Investors Financial Services Group

Great Jones, Sale to Roofstock

ANNOUNCED

2021

Aug 25, 2021

STATUS

Closed

CLIENT

Great Jones

Aug 25, 2021

Closed

Great Jones, Sale to Roofstock

Great Jones

Blue Owl Capital's Investment in CVC Capital Partners

ANNOUNCED

2021

Aug 21, 2021

STATUS

Closed

CLIENT

CVC Capital Partners

Aug 21, 2021

Closed

Blue Owl Capital's Investment in CVC Capital Partners

CVC Capital Partners

MAI Capital Management, Sale to Galway Holdings

ANNOUNCED

2021

Aug 16, 2021

STATUS

Closed

CLIENT

MAI Capital Management

Aug 16, 2021

Closed

MAI Capital Management, Sale to Galway Holdings

MAI Capital Management

Root, Strategic Investment From and Partnership with Carvana

ANNOUNCED

2021

Aug 11, 2021

STATUS

Closed

CLIENT

Root, Inc.

Aug 11, 2021

Closed

Root, Strategic Investment From and Partnership with Carvana

Root, Inc.

ChargePoint announces agreement to acquire leading European e-mobility technology provider has·to·be in transaction valued at €250 million

ANNOUNCED

2021

Jul 20, 2021

STATUS

Closed

CLIENT

has.to.be

Jul 20, 2021

Closed

ChargePoint announces agreement to acquire leading European e-mobility technology provider has·to·be in transaction valued at €250 million

has.to.be

Bain Capital, Strategic Investment In and Partnership With Carson Group

ANNOUNCED

2021

Jul 14, 2021

STATUS

Closed

CLIENT

Bain Capital

Jul 14, 2021

Closed

Bain Capital, Strategic Investment In and Partnership With Carson Group

Bain Capital

Babylon, A World Leading Care Company, Announces Plans to Become a Public Company Via Merger with Alkuri Global Acquisition Corp.

ANNOUNCED

2021

Jun 3, 2021

STATUS

Closed

CLIENT

Babylon

Jun 3, 2021

Closed

Babylon, A World Leading Care Company, Announces Plans to Become a Public Company Via Merger with Alkuri Global Acquisition Corp.

Babylon

Charlesbank Capital Partners, Strategic Investment In and Partnership With Lido Advisors

ANNOUNCED

2021

May 27, 2021

STATUS

Closed

CLIENT

Charlesbank Capital Partners

May 27, 2021

Closed

Charlesbank Capital Partners, Strategic Investment In and Partnership With Lido Advisors

Charlesbank Capital Partners

SBSB, Sale to Creative Planning

ANNOUNCED

2021

May 4, 2021

STATUS

Closed

CLIENT

SBSB

May 4, 2021

Closed

SBSB, Sale to Creative Planning

SBSB

Mariner Wealth Advisors, Investment From and Partnership With Leonard Green & Partners

ANNOUNCED

2021

Apr 23, 2021

STATUS

Closed

CLIENT

Mariner Wealth Advisors

Apr 23, 2021

Closed

Mariner Wealth Advisors, Investment From and Partnership With Leonard Green & Partners

Mariner Wealth Advisors

Allstate, Sale of Allstate Life Insurance Company of New York (ALNY) to Wilton Re

ANNOUNCED

2021

Mar 29, 2021

STATUS

Closed

CLIENT

Allstate

Mar 29, 2021

Closed

Allstate, Sale of Allstate Life Insurance Company of New York (ALNY) to Wilton Re

Allstate

Allianz X, Investment In and Partnership With Pie Insurance

ANNOUNCED

2021

Mar 25, 2021

STATUS

Closed

CLIENT

Allianz X

Mar 25, 2021

Closed

Allianz X, Investment In and Partnership With Pie Insurance

Allianz X

Allstate, Sale of Allstate Life Insurance (ALIC) Company to Blackstone

ANNOUNCED

2021

Jan 26, 2021

STATUS

Closed

CLIENT

Allstate

Jan 26, 2021

Closed

Allstate, Sale of Allstate Life Insurance (ALIC) Company to Blackstone

Allstate

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