20
Total deals
$326.0M
Total value
$326.0M
Avg deal
$326.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Merchant Industry
Merchant Industry is a credit card processing company and ATM provider.
|
2025-09-29 | Acquisition | Pending | — | Deal → |
| 2 |
Americana Partners
Americana Partners is an independent wealth advisory firm working with a select …
|
2024-10-24 | Acquisition | Complete | — | Deal → |
| 3 |
S&S Health
S&S Health is a sophisticated line of administrative facilities offering health …
|
2023-10-05 | Acquisition | Complete | — | Deal → |
| 4 |
Definiti
Definiti is a retirement services firm that provides retirement plan consulting …
|
2023-02-02 | Acquisition | Complete | — | Deal → |
| 5 |
London & Capital
London & Capital has around US$ 3.5 billion of discretionary assets under manage…
|
2022-06-09 | Lbo | Complete | — | Deal → |
| 6 |
UniversalCIS
UniversalCIS is a market leader in mortgage technology, credit reporting, and re…
|
2021-03-17 | Lbo | Complete | — | Deal → |
| 7 |
dashCMA
DashCMA provides an interactive dashboard that allows gives a meaningful pricing…
|
2020-06-30 | Acquisition | Complete | — | Deal → |
| 8 |
Billhighway
Billhighway is an automating dues, finances and fundraising for nonprofits and a…
|
2019-10-14 | Acquisition | Complete | — | Deal → |
| 9 |
Charles Taylor
Charles Taylor is a provider of professional services to clients across the glob…
|
2019-09-19 | Lbo | Complete | $326.0M | Deal → |
| 10 |
Inside Real Estate
Inside Real Estate is a marketing software for real estate agents.
|
2019-08-20 | Acquisition | Complete | — | Deal → |
| 11 |
ATTOM Data Solutions
ATTOM Data Solutions is a market-leading provider of real estate and property da…
|
2019-01-08 | Acquisition | Complete | — | Deal → |
| 12 |
SRS Acquiom
SRS Acquiom manages complex financial transactions within mergers & acquisitions…
|
2018-11-13 | Acquisition | Complete | — | Deal → |
| 13 |
National Auto Care
National Auto Care is a Finance & Insurance products, administration, consulting…
|
2018-07-30 | Lbo | Complete | — | Deal → |
| 14 |
Tortoise Investments
An essential assets and income investment firm.
|
2017-10-18 | Acquisition | Complete | — | Deal → |
| 15 |
CenterSquare Investment Management
CenterSquare Investment Management is a real asset manager focused on listed and…
|
2017-09-20 | Acquisition | Complete | — | Deal → |
| 16 |
Global Financial Credit
Global Financial Credit provides financial solutions to healthcare providers and…
|
2017-04-12 | Acquisition | Complete | — | Deal → |
| 17 |
Foreside Financial Group
Foreside provides strategic thinking, compliance-focused professionals who deliv…
|
2017-02-07 | Lbo | Complete | — | Deal → |
| 18 |
KeaneUP
Keane is the leader in unclaimed property communications, compliance, and consul…
|
2014-02-20 | Acquisition | Complete | — | Deal → |
| 19 |
Kanaly Trust
Kanaly Trust is a comprehensive wealth management firm managing and advising ove…
|
2012-10-09 | Acquisition | Complete | — | Deal → |
| 20 |
ALPS
ALPS provides customized asset servicing and asset gathering solutions to the Fi…
|
2005-01-01 | Acquisition | Complete | — | Deal → |