Private Equity

Financial services

GTCR closes debut small-cap fund on $2bn

GTCR raised the fund exclusively from investors in prior GTCR funds.

3 min read · 26 January 2022

PE-backed Patriot acquires Paul B. Sullivan Insurance Agency

Patriot Growth Insurance Services LLC, which is backed by GI Partners and Summit Partners, has acquired Paul B. Sullivan Insurance Agency, a national insurance agency.

2 min read · 25 January 2022

Wendel and Colibri to buy Adtalem's financial services unit

Wendel has agreed to acquire Adtalem Global Education's financial services segment for $487.5 million

4 min read · 24 January 2022

AGA Benefit Solutions acquires J&D Benefits

AGA Benefit Solutions has acquired J&D Benefits, a Markham, Ontario-based customized benefit administration services provider, specializing in multi-provider, flexible benefits and multi-employer platforms.

3 min read · 20 January 2022

PE-backed Relation Insurance Services acquires Allen assets

Relation Insurance Services, which is backed by Aquiline Capital Partners, has acquired the assets of Georgia-based Allen Insurance Group, a provider of commercial lines insurance solutions.

2 min read · 19 January 2022

Wind Point secures investment from Goldman Sachs' Petershill

Goldman Sachs Asset Management's Petershill Platform has made a minority investment in Wind Point Partners, a Chicago-based private equity firm.

3 min read · 18 January 2022

Lovell Minnick Partners backs Warner Pacific

Lovell Minnick Partners has invested in Warner Pacific, an employee benefits-focused general agency.

3 min read · 13 January 2022

PE-backed Mercer Advisors buys Wrenn

Mercer Advisors, which is backed by Oak Hill Capital and Genstar Capital, has acquired Raleigh, North Carolina-based Wrenn Financial Strategies Inc, a wealth management firm.

3 min read · 13 January 2022

Brookfield Reinsurance acquires more AEL shares for $253m

Brookfield Asset Management Reinsurance Partners has purchased additional shares in American Equity Investment Life Holding Company, a West Des Moines, Iowa-based retirement planning annuity provider.

1 min read · 12 January 2022

RRCM acquires advisor Frederick Capital Management

Rappaport Reiches Capital Management has acquired Rolling Meadows, Illinois-based Frederick Capital Management, an independent advisory firm.

2 min read · 12 January 2022

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