Private Equity

Financial services

Sagicor Financial acquires ivari from CPP Investments-backed Wilton Re

Based in Toronto, ivari is the second largest provider of universal life insurance in Canada.

2 min read · 30 August 2022

ACP sells tax advisor WilliamsMarston to Kelso & Company

William Blair, Houlihan Lokey and BellMark Partners acted as financial advisors to WilliamsMarston.

1 min read · 30 August 2022

Carousel Capital invests in transportation-focused insurance broker Reliance

Carousel teamed up with Reliance management and Lamp Post Group to recapitalize the company.

2 min read · 29 August 2022

BC Partners-backed GardaWorld buys Arca in 10th deal this year

Garda World was acquired by BC Partners in 2019 for C$5.2 billion.

1 min read · 26 August 2022

PODCAST: Acting local, staying global amid operational and financial disruption

In the second episode of our Disruption Matters miniseries, sponsored by AlixPartners, PE leaders share how they’re weathering operational and financial challenges.

1 min read · 24 August 2022

LLCP-backed Blue Ridge ESOP Associates acquires Crowe's tax benefits plan services business

Blue Ridge ESOP Associates is the an ESOP and 401(k) third party administration and recordkeeping firm.

2 min read · 19 August 2022

Align Capital-backed WilliamsMarston buys advisor Paradigm

This marks the firm’s sixth acquisition in two years and brings WilliamsMarston’s headcount to more than 225 professionals.

1 min read · 18 August 2022

Mill Point-backed Prime Pensions completes Aldrich Retirement Solutions carve-out

Prime Pensions is a provider of retirement plan compliance and administration services primarily to small and medium-sized businesses.

1 min read · 16 August 2022

Partners Group to buy insurance broker FRP from Warburg Pincus

Partners Group was advised by Morgan Stanley & Co. LLC as its financial advisor.

2 min read · 09 August 2022

ACP-backed WilliamsMarston buys consulting firm Oracle Capital

WilliamsMarston is a national accounting, tax and valuation advisory firm founded in 2014.

2 min read · 09 August 2022

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