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

Celularity and GX Acquisition Corp. Announce Merger Agreement to Create a Publicly Listed Leader in Allogeneic Cellular Therapy

ANNOUNCED

2021

Jan 8, 2021

STATUS

Closed

CLIENT

Celularity

Jan 8, 2021

Closed

Celularity and GX Acquisition Corp. Announce Merger Agreement to Create a Publicly Listed Leader in Allogeneic Cellular Therapy

Celularity

Aquiline Capital Partners, Strategic Investment In and Partnership With SageView

ANNOUNCED

2021

Jan 5, 2021

STATUS

Closed

CLIENT

Aquiline Capital Partners

Jan 5, 2021

Closed

Aquiline Capital Partners, Strategic Investment In and Partnership With SageView

Aquiline Capital Partners

Owl Rock and Dyal to Combine to Form Blue Owl and List on NYSE via a Business Combination with Altimar

ANNOUNCED

2020

Dec 23, 2020

STATUS

Closed

CLIENT

Neuberger Berman and Dyal

Dec 23, 2020

Closed

Owl Rock and Dyal to Combine to Form Blue Owl and List on NYSE via a Business Combination with Altimar

Neuberger Berman and Dyal

RGT Wealth Advisors, Sale of Majority Interest to CI Financial

ANNOUNCED

2020

Nov 24, 2020

STATUS

Closed

CLIENT

RGT Wealth Advisors

Nov 24, 2020

Closed

RGT Wealth Advisors, Sale of Majority Interest to CI Financial

RGT Wealth Advisors

Aperio, Sale to BlackRock

ANNOUNCED

2020

Nov 23, 2020

STATUS

Closed

CLIENT

Aperio

Nov 23, 2020

Closed

Aperio, Sale to BlackRock

Aperio

Deutsche Börse, Clearstream Acquisition of a Majority Interest In Fondcenter AG and Partnership with UBS

ANNOUNCED

2020

Nov 17, 2020

STATUS

Closed

CLIENT

Deutsche Börse

Nov 17, 2020

Closed

Deutsche Börse, Clearstream Acquisition of a Majority Interest In Fondcenter AG and Partnership with UBS

Deutsche Börse

Equitable Holdings Reinsurance of Legacy Variable Annuity Block to Venerable, Accelerating Capital Return

ANNOUNCED

2020

Oct 27, 2020

STATUS

Closed

CLIENT

Equitable Holdings

Oct 27, 2020

Closed

Equitable Holdings Reinsurance of Legacy Variable Annuity Block to Venerable, Accelerating Capital Return

Equitable Holdings

American Equity, Strategic Investment From and Partnership With Brookfield Asset Management

ANNOUNCED

2020

Oct 18, 2020

STATUS

Closed

CLIENT

American Equity

Oct 18, 2020

Closed

American Equity, Strategic Investment From and Partnership With Brookfield Asset Management

American Equity

TriState Capital Signs a Definitive Agreement in New Capital to Fund the Company's High-Growth Strategy for Its Financial Services Businesses

ANNOUNCED

2020

Oct 12, 2020

STATUS

Closed

CLIENT

TriState Capital

Oct 12, 2020

Closed

TriState Capital Signs a Definitive Agreement in New Capital to Fund the Company's High-Growth Strategy for Its Financial Services Businesses

TriState Capital

Dyal Capital Partners Buys Minority Stake in CrossHarbor Capital Partners

ANNOUNCED

2020

Oct 1, 2020

STATUS

Closed

CLIENT

CrossHarbor Capital Partners

Oct 1, 2020

Closed

Dyal Capital Partners Buys Minority Stake in CrossHarbor Capital Partners

CrossHarbor Capital Partners

Allstate, Acquisition of National General

ANNOUNCED

2020

Jul 8, 2020

STATUS

Closed

CLIENT

Allstate

Jul 8, 2020

Closed

Allstate, Acquisition of National General

Allstate

Restructuring of the Equity Capital of Acorn Holdings B.V. (Keurig Dr. Pepper and JDE Peet’s N.V.) and Issuance of Tracking Shares

ANNOUNCED

2020

Jul 7, 2020

STATUS

Closed

CLIENT

JAB Holdings B.V.

Jul 7, 2020

Closed

Restructuring of the Equity Capital of Acorn Holdings B.V. (Keurig Dr. Pepper and JDE Peet’s N.V.) and Issuance of Tracking Shares

JAB Holdings B.V.

Orion Advisors Solutions and Brinker Capital to Merge with Support from Genstar Capital and TA Associates

ANNOUNCED

2020

Jun 29, 2020

STATUS

Closed

CLIENT

Genstar Capital

Jun 29, 2020

Closed

Orion Advisors Solutions and Brinker Capital to Merge with Support from Genstar Capital and TA Associates

Genstar Capital

CAPTRUST Adds Growth Capital with Minority Investment from GTCR

ANNOUNCED

2020

Jun 2, 2020

STATUS

Closed

CLIENT

CAPTRUST

Jun 2, 2020

Closed

CAPTRUST Adds Growth Capital with Minority Investment from GTCR

CAPTRUST

Covetrus, Convertible Preferred Equity Investment From Clayton, Dubilier & Rice

ANNOUNCED

2020

Apr 30, 2020

STATUS

Closed

CLIENT

Covetrus

Apr 30, 2020

Closed

Covetrus, Convertible Preferred Equity Investment From Clayton, Dubilier & Rice

Covetrus

Beacon Pointe, Strategic Investment From and Partnership with Abry Partners

ANNOUNCED

2020

Mar 9, 2020

STATUS

Closed

CLIENT

Beacon Pointe

Mar 9, 2020

Closed

Beacon Pointe, Strategic Investment From and Partnership with Abry Partners

Beacon Pointe

E*TRADE, Sale to Morgan Stanley

ANNOUNCED

2020

Feb 20, 2020

STATUS

Closed

CLIENT

E*Trade

Feb 20, 2020

Closed

E*TRADE, Sale to Morgan Stanley

E*Trade

Franklin Templeton, Acquisition of Legg Mason

ANNOUNCED

2020

Feb 18, 2020

STATUS

Closed

CLIENT

Franklin Templeton

Feb 18, 2020

Closed

Franklin Templeton, Acquisition of Legg Mason

Franklin Templeton

Creative Planning, Strategic Investment From and Partnership With General Atlantic

ANNOUNCED

2020

Feb 7, 2020

STATUS

Closed

CLIENT

Creative Planning

Feb 7, 2020

Closed

Creative Planning, Strategic Investment From and Partnership With General Atlantic

Creative Planning

Neuberger Berman, Acquisition of Almanac Realty Investors

ANNOUNCED

2020

Feb 3, 2020

STATUS

Closed

CLIENT

Neuberger Berman

Feb 3, 2020

Closed

Neuberger Berman, Acquisition of Almanac Realty Investors

Neuberger Berman

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