Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 125 transactions representing $215bn in transaction value since our inception in 2017. However, we firmly believe that our true power lies in prioritizing our relationships with leading companies and executives worldwide, rather than solely focusing on transaction statistics.

Our unwavering commitment to excellence, meticulous attention to detail and extensive experience enables us to deliver superior results for our clients. We believe that our efforts have helped advance the strategic and financial objectives of our clients, and allowed us to build deep, long-lasting, and trusting relationships along the way.

125+

Completed Transactions

$215B+

in Transaction Value

$70B+

in Cross-border M&A

$140B+

in FIG M&A

Selected Transactions

Asset Management
Consumer Retail
FinTech
Financial Sponsors
Healthcare
InsurTech
Insurance
Insurance Services / Brokers
Investment Banks / Banks
Market Structure
Natural Resources
Real Estate
SPAC
Specialty Finance
TMT
Wealth Management
APAC
Americas
EMEA
Clear all

Announced

Status

Transaction

Client

CNP Assurances, Sale of CNP Cyprus Insurance Holdings to Hellenic Bank Public Company Ltd

ANNOUNCED

2024

Apr 25, 2024

STATUS

Pending

CLIENT

CNP Assurances

Apr 25, 2024

Pending

CNP Assurances, Sale of CNP Cyprus Insurance Holdings to Hellenic Bank Public Company Ltd

CNP Assurances

Amundi, Combination of Amundi US Into and Strategic Partnership With Victory Capital

ANNOUNCED

2024

Apr 16, 2024

STATUS

Pending

CLIENT

Amundi

Apr 16, 2024

Pending

Amundi, Combination of Amundi US Into and Strategic Partnership With Victory Capital

Amundi

Blue Owl Capital, Acquisition of Kuvare Asset Management, Launch of Blue Owl Insurance Solutions and Investment in Kuvare UK Holdings

ANNOUNCED

2024

Apr 3, 2024

STATUS

Pending

CLIENT

Blue Owl Capital

Apr 3, 2024

Pending

Blue Owl Capital, Acquisition of Kuvare Asset Management, Launch of Blue Owl Insurance Solutions and Investment in Kuvare UK Holdings

Blue Owl Capital

Canyon Partners, Strategic Minority Investment by Dai-ichi Life Holdings

ANNOUNCED

2024

Mar 14, 2024

STATUS

Pending

CLIENT

Canyon Partners

Mar 14, 2024

Pending

Canyon Partners, Strategic Minority Investment by Dai-ichi Life Holdings

Canyon Partners

AlTi Tiedemann Global, Strategic Investment from Allianz X and Constellation Wealth Capital

ANNOUNCED

2024

Feb 22, 2024

STATUS

Pending

CLIENT

Allianz X

Feb 22, 2024

Pending

AlTi Tiedemann Global, Strategic Investment from Allianz X and Constellation Wealth Capital

Allianz X

Atria Wealth Solutions, Sale to LPL Financial

ANNOUNCED

2024

Feb 13, 2024

STATUS

Pending

CLIENT

Atria Wealth Solutions

Feb 13, 2024

Pending

Atria Wealth Solutions, Sale to LPL Financial

Atria Wealth Solutions

Rise Growth Partners, Partnership with Charlesbank Capital Partners

ANNOUNCED

2024

Jan 30, 2024

STATUS

Closed

CLIENT

Rise Growth Partners

Jan 30, 2024

Closed

Rise Growth Partners, Partnership with Charlesbank Capital Partners

Rise Growth Partners

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

ANNOUNCED

2024

Jan 16, 2024

STATUS

Closed

CLIENT

Perigon Wealth Management

Jan 16, 2024

Closed

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

Perigon Wealth Management

Teck, Sale of Elk Valley Resources to Glencore and Nippon Steel Corporation

ANNOUNCED

2023

Nov 14, 2023

STATUS

Pending

CLIENT

Teck

Nov 14, 2023

Pending

Teck, Sale of Elk Valley Resources to Glencore and Nippon Steel Corporation

Teck

NEXT Insurance, Strategic Investment From and Partnerships With Allstate and Allianz X

ANNOUNCED

2023

Nov 1, 2023

STATUS

Closed

CLIENT

NEXT Insurance

Nov 1, 2023

Closed

NEXT Insurance, Strategic Investment From and Partnerships With Allstate and Allianz X

NEXT Insurance

Avante Capital Partners, Strategic Investment From Pacific Current Group

ANNOUNCED

2023

Oct 5, 2023

STATUS

Closed

CLIENT

Avante Capital Partners

Oct 5, 2023

Closed

Avante Capital Partners, Strategic Investment From Pacific Current Group

Avante Capital Partners

Audax Private Equity Partners, Investment in Oakbridge Insurance

ANNOUNCED

2023

Sep 26, 2023

STATUS

Closed

CLIENT

Audax Private Equity

Sep 26, 2023

Closed

Audax Private Equity Partners, Investment in Oakbridge Insurance

Audax Private Equity

Carlyle, Strategic Investment In and Partnership With CAPTRUST Alongside GTCR

ANNOUNCED

2023

Sep 18, 2023

STATUS

Closed

CLIENT

CAPTRUST

Sep 18, 2023

Closed

Carlyle, Strategic Investment In and Partnership With CAPTRUST Alongside GTCR

CAPTRUST

Abel Noser Solutions, Sale to Trading Technologies

ANNOUNCED

2023

Aug 22, 2023

STATUS

Closed

CLIENT

Abel Noser Solutions

Aug 22, 2023

Closed

Abel Noser Solutions, Sale to Trading Technologies

Abel Noser Solutions

Pathstone, Acquisition of Veritable

ANNOUNCED

2023

Jul 17, 2023

STATUS

Closed

CLIENT

Pathstone

Jul 17, 2023

Closed

Pathstone, Acquisition of Veritable

Pathstone

Generali, Acquisition of Conning and Partnership with Cathay Life

ANNOUNCED

2023

Jul 6, 2023

STATUS

Closed

CLIENT

Generali

Jul 6, 2023

Closed

Generali, Acquisition of Conning and Partnership with Cathay Life

Generali

AEL, Sale to Brookfield Reinsurance

ANNOUNCED

2023

Jul 5, 2023

STATUS

Pending

CLIENT

American Equity

Jul 5, 2023

Pending

AEL, Sale to Brookfield Reinsurance

American Equity

Joe Gibbs Racing, Investment and Partnership with Harris Blitzer Sports & Entertainment and Arctos Partners

ANNOUNCED

2023

Jun 20, 2023

STATUS

Closed

CLIENT

Joe Gibbs Racing

Jun 20, 2023

Closed

Joe Gibbs Racing, Investment and Partnership with Harris Blitzer Sports & Entertainment and Arctos Partners

Joe Gibbs Racing

Altas Partners, Strategic Investment in Mercer Advisors

ANNOUNCED

2023

Jun 6, 2023

STATUS

Closed

CLIENT

Altas Partners

Jun 6, 2023

Closed

Altas Partners, Strategic Investment in Mercer Advisors

Altas Partners

Franklin Templeton, Acquisition of Putnam Investments and Strategic Partnership with Power Corporation of Canada and Great-West Lifeco

ANNOUNCED

2023

May 31, 2023

STATUS

Closed

CLIENT

Franklin Templeton

May 31, 2023

Closed

Franklin Templeton, Acquisition of Putnam Investments and Strategic Partnership with Power Corporation of Canada and Great-West Lifeco

Franklin Templeton

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