26
Total deals
$432.3M
Total value
$144.1M
Avg deal
$170.8M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
S
SEI - Family Office Services Business
SEI - Family Office Services Business provides technology and outsourced service…
|
2025-02-27 | Acquisition | Complete | $120.0M | Deal → |
| 2 |
Isio Services
Isio Services renders pension advice, retirement planning, investment management…
|
2024-07-02 | Acquisition | Complete | — | Deal → |
| 3 |
PharmaForce
PharmaForce specializes in providing contract pharmacy, split billing, discount …
|
2024-01-16 | Acquisition | Complete | — | Deal → |
| 4 |
Distinguished Programs
Distinguished Programs is an insurance company providing property insurance and …
|
2022-04-12 | Acquisition | Complete | — | Deal → |
| 5 |
Ripe Thinking
Ripe Thinking provides insurance services.
|
2021-11-01 | Lbo | Complete | — | Deal → |
| 6 |
Quicken
Quicken is a personal finance management software.
|
2021-09-09 | Lbo | Complete | — | Deal → |
| 7 |
Avera eCare
Avera eCARE is the world's leading telehealth provider
|
2021-07-28 | Lbo | Complete | — | Deal → |
| 8 |
SurePoint Technologies
SurePoint Technologies develops a cloud-based financial and practice management …
|
2021-06-02 | Lbo | Complete | — | Deal → |
| 9 |
SageView Advisory Group
SageView Advisory Group is a investment advisory firm.
|
2021-01-05 | Lbo | Complete | — | Deal → |
| 10 |
Ontellus
Ontellus provides records retrieval and claims management solutions for custodia…
|
2020-01-06 | Lbo | Complete | — | Deal → |
| 11 |
CoAdvantage
CoAdvantage provides integrated HR solutions, including payroll processing, bene…
|
2019-07-24 | Lbo | Complete | — | Deal → |
| 12 |
Relation Insurance
Relation Insurance is a insurance broker that offers risk-management.
|
2019-02-21 | Lbo | Complete | — | Deal → |
| 13 |
Aspirion Health Resources
Aspirion Health Resources is a tech-enabled revenue cycle management company.
|
2018-05-31 | Lbo | Complete | — | Deal → |
| 14 |
RIA in a Box
RIA in a Box provides compliance, cybersecurity, and operational software for we…
|
2018-05-23 | Lbo | Complete | — | Deal → |
| 15 |
OSG Billing Services
OSG is a next-generation business technology partner providing integrated custom…
|
2017-06-01 | Lbo | Complete | — | Deal → |
| 16 |
Simply Business
Simply Business is a business insurance broker that offers tailored business ins…
|
2016-04-11 | Lbo | Complete | $170.8M | Deal → |
| 17 |
Wellington Insurance Group
An insurance risk distribution and financial services organization with numerous…
|
2016-01-19 | Acquisition | Complete | — | Deal → |
| 18 |
Engs Commercial Finance
One of the oldest and most respected commercial finance companies in the U.S., h…
|
2015-02-10 | Acquisition | Complete | — | Deal → |
| 19 |
LenderLive Network
LenderLive helps our clients improve operational execution.
|
2014-12-15 | Acquisition | Complete | — | Deal → |
| 20 |
Beach & Associates
An independent global reinsurance broker servicing the needs of the commercial p…
|
2014-11-13 | Acquisition | Complete | — | Deal → |
| 21 |
Alacrity Solutions (formerly Worley Claims Services)
Alacrity Solutions is a full end-to-end service provider that offers insurance c…
|
2014-10-09 | Acquisition | Complete | — | Deal → |
| 22 |
Equity Insurance Group
Equity Insurance Group is a specialist motor insurer.
|
2013-04-23 | Lbo | Complete | — | Deal → |
| 23 |
ERS Insurance
ERS Insurance is a market-leading specialist motor insurer based in the United K…
|
2012-12-19 | Lbo | Complete | $141.6M | Deal → |
| 24 |
First Investors Financial Services
First Investors Financial Services is a financial services company providing por…
|
2012-10-31 | Acquisition | Complete | — | Deal → |
| 25 |
BI-SAM Technologies
BI-SAM Technologies offers analytics software, client reporting, and data manage…
|
2012-07-10 | Lbo | Complete | — | Deal → |
| 26 |
Conning
Conning is a global provider of asset management, risk management, capital manag…
|
2009-06-16 | Lbo | Complete | — | Deal → |