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

Clearstream to Acquire Majority Stake in UBS's Fund Distribution Platform Fondcenter AG

ANNOUNCED

2020

Jan 21, 2020

STATUS

Closed

CLIENT

Deutsche Börse

Jan 21, 2020

Closed

Clearstream to Acquire Majority Stake in UBS's Fund Distribution Platform Fondcenter AG

Deutsche Börse

InfraRed Capital, Sale of 80% Interest To and Partnership With Sun Life

ANNOUNCED

2019

Dec 18, 2019

STATUS

Closed

CLIENT

InfraRed Capital Partners

Dec 18, 2019

Closed

InfraRed Capital, Sale of 80% Interest To and Partnership With Sun Life

InfraRed Capital Partners

Invesco, Acquisition of Oppenheimer Funds and Strategic Partnership with MassMutual

ANNOUNCED

2019

Oct 18, 2019

STATUS

Closed

CLIENT

Invesco

Oct 18, 2019

Closed

Invesco, Acquisition of Oppenheimer Funds and Strategic Partnership with MassMutual

Invesco

Creative Planning, Acquisition of America's Best 401k

ANNOUNCED

2019

Sep 24, 2019

STATUS

Closed

CLIENT

Creative Planning

Sep 24, 2019

Closed

Creative Planning, Acquisition of America's Best 401k

Creative Planning

Bain Capital Private Equity's Acquisition of 60% of Kantar Creates a Strong Partnership with WPP to Accelerate the Development of Kantar

ANNOUNCED

2019

Jul 12, 2019

STATUS

Closed

CLIENT

WPP

Jul 12, 2019

Closed

Bain Capital Private Equity's Acquisition of 60% of Kantar Creates a Strong Partnership with WPP to Accelerate the Development of Kantar

WPP

Piper Jaffray, Sale of Advisory Research to Tortoise Capital Advisors

ANNOUNCED

2019

May 29, 2019

STATUS

Closed

CLIENT

Piper Jaffray Companies

May 29, 2019

Closed

Piper Jaffray, Sale of Advisory Research to Tortoise Capital Advisors

Piper Jaffray Companies

The Boston Beer Company, Merger With Dogfish Head Brewery

ANNOUNCED

2019

May 9, 2019

STATUS

Closed

CLIENT

The Boston Beer Company

May 9, 2019

Closed

The Boston Beer Company, Merger With Dogfish Head Brewery

The Boston Beer Company

Commercial Credit, Investment From and Partnership With BDT Capital Partners

ANNOUNCED

2019

Feb 11, 2019

STATUS

Closed

CLIENT

Commercial Credit, Inc.

Feb 11, 2019

Closed

Commercial Credit, Investment From and Partnership With BDT Capital Partners

Commercial Credit, Inc.

Mariner Wealth Advisors Exit From Nuance Investments, LLC, Palmer Square Capital Management LLC and Convergence Investment Partners

ANNOUNCED

2018

Oct 15, 2018

STATUS

Closed

CLIENT

Mariner Wealth Advisors

Oct 15, 2018

Closed

Mariner Wealth Advisors Exit From Nuance Investments, LLC, Palmer Square Capital Management LLC and Convergence Investment Partners

Mariner Wealth Advisors

XL Group, Sale to AXA

ANNOUNCED

2018

Mar 5, 2018

STATUS

Closed

CLIENT

XL Group

Mar 5, 2018

Closed

XL Group, Sale to AXA

XL Group

Iron Mountain to Acquire IO Data Centers U.S. Operations

ANNOUNCED

2017

Dec 11, 2017

STATUS

Closed

CLIENT

Iron Mountain

Dec 11, 2017

Closed

Iron Mountain to Acquire IO Data Centers U.S. Operations

Iron Mountain

Rockefeller Partners with Gregory J. Fleming to Create Independent Financial Services Firm

ANNOUNCED

2017

Oct 4, 2017

STATUS

Closed

CLIENT

Rockefeller

Oct 4, 2017

Closed

Rockefeller Partners with Gregory J. Fleming to Create Independent Financial Services Firm

Rockefeller

PAAMCO and KKR Prisma Form Strategic Partnership to Create New Liquid Alternatives Investment Firm

ANNOUNCED

2017

Feb 6, 2017

STATUS

Closed

CLIENT

KKR

Feb 6, 2017

Closed

PAAMCO and KKR Prisma Form Strategic Partnership to Create New Liquid Alternatives Investment Firm

KKR

Allstate Expands Consumer Protection Offerings with Acquisition of Rapidly Growing SquareTrade

ANNOUNCED

2016

Nov 28, 2016

STATUS

Closed

CLIENT

Allstate

Nov 28, 2016

Closed

Allstate Expands Consumer Protection Offerings with Acquisition of Rapidly Growing SquareTrade

Allstate

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