29
Total deals
$30.2B
Total value
$4.3B
Avg deal
$15.5B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
OneDigital
OneDigital is focused exclusively on employee benefits.
|
2025-09-19 | Acquisition | Pending | — | Deal → |
| 2 |
Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms to independe…
|
2024-10-15 | Acquisition | Complete | — | Deal → |
| 3 |
Truist Insurance Holdings
Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and th…
|
2024-02-20 | Acquisition | Complete | $15.5B | Deal → |
| 4 |
The Kessler Group
The Kessler Group provides deeply experienced affinity marketing solutions and f…
|
2022-08-24 | Acquisition | Complete | $210.0M | Deal → |
| 5 |
Beeline
Beeline offers workforce intelligence solutions for companies to manage their co…
|
2022-05-03 | Lbo | Complete | — | Deal → |
| 6 |
Tivity Health
Tivity Health is provider of fitness and health improvement programs, with stron…
|
2022-04-05 | Lbo | Complete | $2.0B | Deal → |
| 7 |
Businessolver
Businessolver is an employee benefits administration technology company.
|
2021-12-01 | Lbo | Complete | — | Deal → |
| 8 |
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement pla…
|
2021-04-26 | Acquisition | Complete | — | Deal → |
| 9 |
Consilio
Consilio provides eDiscovery software and services to assist law firms
|
2021-04-20 | Lbo | Complete | — | Deal → |
| 10 |
CoreLogic
CoreLogic provides financial and property information, analytics and services fo…
|
2021-02-04 | Acquisition | Complete | $6.0B | Deal → |
| 11 |
Safe-Guard Products
Safe-Guard Products offers vehicle protection programs.
|
2020-01-27 | Lbo | Complete | — | Deal → |
| 12 |
Kroll
Kroll, Inc. is a business consulting company that provides independent risk and …
|
2020-01-22 | Lbo | Complete | $4.2B | Deal → |
| 13 |
PrismHR
PrismHR is the largest payroll and HR software platform for professional employe…
|
2019-12-02 | Lbo | Complete | — | Deal → |
| 14 |
Vervent
Vervent deliver best-in-class financial service solutions with unmatched precisi…
|
2019-07-16 | Lbo | Complete | — | Deal → |
| 15 |
Rialto Capital Management
Miami-based private equity real estate firm
|
2018-12-03 | Acquisition | Complete | $340.0M | Deal → |
| 16 |
Eliassen Group
Eliassen Group provides strategic consulting solutions for business, clinical, a…
|
2018-11-05 | Acquisition | Complete | — | Deal → |
| 17 |
Sabal
Sabal Capital Partners is a nationwide diversified financial services firm speci…
|
2018-07-16 | Lbo | Complete | — | Deal → |
| 18 |
American Mortgage Consultants
American Mortgage Consultants is a nationwide due diligence, advance assessment.
|
2018-04-04 | Lbo | Complete | — | Deal → |
| 19 |
Grace Hill
Grace Hill is a privately held company.
|
2018-03-05 | Acquisition | Complete | — | Deal → |
| 20 |
LegalShield
LegalShield is the world's largest platform for legal, identity, and reputation …
|
2018-02-27 | Lbo | Complete | — | Deal → |
| 21 |
Genex
Genex is a managed care provider that delivers clinical services and solutions t…
|
2018-02-09 | Lbo | Complete | — | Deal → |
| 22 |
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms t…
|
2017-04-19 | Lbo | Complete | $2.0B | Deal → |
| 23 |
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
|
2016-06-27 | Lbo | Complete | — | Deal → |
| 24 |
Allvue Systems
Allvue Systems is a technology provider for private capital and credit market in…
|
2015-03-31 | Acquisition | Complete | — | Deal → |
| 25 |
Situs
The premier global provider of end-to-end strategic business solutions and integ…
|
2015-01-06 | Acquisition | Complete | — | Deal → |
| 26 |
Oasis Outsourcing
Provider of innovative workforce solutions for employment-related functions.
|
2014-11-20 | Acquisition | Complete | — | Deal → |
| 27 |
Long Term Care Group
Long Term Care Group is a provider of business process outsourcing to the insura…
|
2014-06-01 | Acquisition | Complete | — | Deal → |
| 28 |
Enstar Group
Enstar Group is a global insurance group that delivers insurance solutions and c…
|
2012-05-01 | Lbo | Complete | — | Deal → |
| 29 |
Asset Allocation and Management Company
Since 1982, AAM has been using our size as an advantage to build creative invest…
|
2007-01-01 | Acquisition | Complete | — | Deal → |