Deal History

Financial advisor (with Barclays) on Stone Point Capital and CPP Investments' strategic majority investment in OneDigital, a leading employee benefits and HR consulting platform.

Joint lead financial adviser (with Bank of America) to NatWest on acquisition of Evelyn Partners, a major UK wealth management platform.

Exclusive financial advisor to Wellington-Altus on strategic minority investment from Kelso & Company. Wellington-Altus is a leading Canadian wealth management and financial services platform.

Advisor on Shawbrook's initial public offering on the London Stock Exchange. Reflects capability in capital markets advisory and public company transactions for financial services firms.

Financial advisor on CAC Group's merger with Baldwin Group, combining financial services consulting and advisory practices.

Advisor on Credent Wealth Management's expanded partnership with Crestline Investors. Represents minority recapitalization of wealth management platform.

Financial advisor on Victory Park Capital's strategic partnership with CNO Financial Group, a leading insurance holding company.

Financial advisor on WTW's acquisition of Cushon, a fintech-enabled UK pensions and savings platform. Demonstrates expertise in technology-enabled financial services acquisitions.

Financial advisor on sale of McKinsey's PriceMetrix analytics business to Crisil. Demonstrates cross-sector financial services and fintech expertise.

Financial advisor on Thoma Bravo's acquisition of Trading Technologies, a leading cloud-based trading software platform used by financial institutions and traders globally.