Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 155 transactions representing $245bn 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.

155+

Transactions

^$245B+

in Transaction Value

^$85B+

in Cross-Border Transactions

^$170B+

in FIG Transactions

Selected Transactions

Pie Insurance, Series D Round of Funding

ANNOUNCED

Sep 21, 2022

STATUS

Closed

CLIENT

Pie Insurance

Corsair Capital, Investment Into Combination of Miracle Mile and Karp Capital Management

ANNOUNCED

Sep 16, 2022

STATUS

Closed

CLIENT

Corsair Capital

Wipfli Financial Advisors, Sale to Creative Planning

ANNOUNCED

Aug 17, 2022

STATUS

Closed

CLIENT

Wipfli Financial Advisors

Gladstone Wealth Partners, Sale to Integrity

ANNOUNCED

Aug 3, 2022

STATUS

Closed

CLIENT

Gladstone Wealth Partners

Cowen, Inc., Sale to TD Bank Group

ANNOUNCED

Aug 2, 2022

STATUS

Closed

CLIENT

Cowen, Inc.

CNP Assurances, Agreement to Acquire 49% in CNP Vita Assicura S.p.A. and to Sell 6.5% Interest in CNP UniCredit Vita S.p.A. to UniCredit

ANNOUNCED

Jul 27, 2022

STATUS

Closed

CLIENT

CNP Assurances

Pzena Investment Management, Inc. to Become Private Company

ANNOUNCED

Jul 26, 2022

STATUS

Closed

CLIENT

Special Committee

Coalition, Series F Round of Funding

ANNOUNCED

Jul 8, 2022

STATUS

Closed

CLIENT

Coalition, Inc.

Audax Private Equity, Strategic Investment Into and Partnership WithThe Harbourfront Group

ANNOUNCED

Jun 14, 2022

STATUS

Closed

CLIENT

Audax Private Equity

BNY Mellon, Sale of Alcentra to Franklin Templeton

ANNOUNCED

May 31, 2022

STATUS

Closed

CLIENT

BNY Mellon

AllianzGI and Voya Financial Announce Plans to Enter Long-term Strategic Partnership

ANNOUNCED

May 17, 2022

STATUS

Closed

CLIENT

Allianz

Fortune Brands, Spin-off of Cabinets Business

ANNOUNCED

Apr 28, 2022

STATUS

Closed

CLIENT

Fortune Brands

DigitalBridge and Wafra Progress Strategic Partnership

ANNOUNCED

Apr 18, 2022

STATUS

Closed

CLIENT

Wafra

Pensionmark Financial Group, Sale to World Insurance

ANNOUNCED

Mar 16, 2022

STATUS

Closed

CLIENT

Pensionmark Financial Group

Private Advisor Group, Strategic Investment From and Partnership With Merchant

ANNOUNCED

Dec 17, 2021

STATUS

Closed

CLIENT

Private Advisor Group

Allianz, Reinsurance Agreement with Resolution Life and Sixth Street for its U.S. Fixed Index Annuity Portfolio

ANNOUNCED

Dec 3, 2021

STATUS

Closed

CLIENT

Allianz

KKR, Strategic Investment In and Partnership With Beacon Pointe

ANNOUNCED

Nov 5, 2021

STATUS

Closed

CLIENT

KKR

Seesaw, Strategic Investment From and Partnership With Providence Equity Partners

ANNOUNCED

Oct 22, 2021

STATUS

Closed

CLIENT

Seesaw

Kelso & Company, Strategic Investment and Partnership With Savant Wealth Management

ANNOUNCED

Sep 30, 2021

STATUS

Closed

CLIENT

Kelso & Company

Axio Financial, Sale to iCapital Network

ANNOUNCED

Sep 21, 2021

STATUS

Closed

CLIENT

Axio Financial

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