Trusted Capital Group
Trusted Capital Group has been acquired by HUB
Financial Advisor
$1.1 Billion
Tiedemann Group
Tiedemann Group and Alvarium Investments formed Alvarium Tiedemann Holdings and listed on Nasdaq via business combination with Cartesian Growth Corporation
Financial Advisor
$41.4 Million
The National Security Group
The National Security Group has been acquired by VR Insurance Holdings, Inc.
Financial Advisor
The Farmington Company
The Farmington Company has been acquired by AON
Financial Advisor
SVM, LP
SVM, LP has has been acquired by Blackhawk Network Holdings, Inc., a portfolio company of Silver Lake Partners
Financial Advisor
Sunstar Insurance Group
Sunstar Insurance Group has completed a recapitalization in partnership with BBH Capital Partners
Financial Advisor
Sumridge Partners
Sumridge Partners has been acquired by Raymond James
Financial Advisor
Stonegate Capital
Stonegate Capital has has been acquired by SG Credit Partners
Financial Advisor
Richard Bernstein Advisors
Richard Bernstein Advisors has sold a minority stake to iM Global Partner
Financial Advisor
$185.0 Million
Radius Bancorp, Inc.
Radius Bancorp has has been acquired by LendingClub Corporation
Financial Advisor
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