Pipeline
87 deals
Target Identification
07
M&A LeadJanet Carey
State / ProvinceNew York, US
Est. Revenue≈ $499 M
M&A LeadAlex Kryshtalskyj
State / ProvincePembroke, MA
Est. Revenue$1-5 M
M&A LeadJanet Carey
State / ProvinceDallas, TX
Est. Revenue≈ $5-25 M
M&A LeadShaina Latner
State / ProvinceGarden City, NY 
Est. Revenue2024 rev. ↑ $20 M 
M&A LeadAlex Kryshtalskyj
State / ProvinceLouisiana
Est. RevenueFamily-owned; <$10 M
M&A LeadShaina Latner
State / ProvinceArizona, US
Est. Revenue≈ $20 M (2022 est.)
M&A LeadKamna Gupta
State / ProvinceMiami, FL
Est. RevenuePE-owner Aquiline has hired advisers and is “exploring a full sale” after a four-year hold.
Introductory Call
03
M&A LeadJanet Carey
State / ProvinceOntario, CA
Est. Revenue≈ $1.5 B
M&A LeadShaina Latner
State / ProvinceManitoba, CA
Est. Revenue≈ $3 B
M&A LeadAlex Kryshtalskyj
State / ProvinceCalifornia, US
Est. Revenue≈ $4-5 M
M&A LeadJohn Cooper
State / ProvinceBethesda, MD
Est. RevenueInternational benefits clients: adds global custody expertise
M&A LeadMichael D. Jobrey
State / ProvinceOrlando, FL
Est. RevenueScales OD’s P&C ambitions and adds deep carrier relationships.
NDA & Initial Review
05
M&A LeadShaina Latner
State / ProvinceOntario, Canada
Est. Revenue≈ $1-4 M
M&A LeadAlex Kryshtalskyj
State / ProvinceTexas, US
Est. Revenue≈ $1 B
M&A LeadAlex Kryshtalskyj
State / ProvinceAlabama, US
Est. Revenue≈ $45.2 M
M&A LeadWajahat Khan
State / ProvincePennsylvania, US
Est. Revenue≈ $5.7 B
M&A LeadWajahat Khan
State / ProvinceAlabama, US
Est. Revenue≈ $5 B
Letter of Intent (LOI)
03
M&A LeadAlex Kryshtalskyj
State / ProvinceOntario, Canada
Est. Revenue≈ $2-5 M
M&A LeadEiron Roffey
State / ProvinceOntario, Canada
Est. Revenue≈ $1-3 M
M&A LeadEiron Roffey
State / ProvinceOntario, Canada
Est. Revenue≈ $1-3 M
Due Diligence
02
M&A LeadSarah Pickrem
State / ProvinceOntario, London, Kingston
Est. Revenue$750 M
M&A LeadEiron Roffey
State / ProvinceAntigonish, Nova Scotia
Est. Revenue≈ $1-9 M ARR
First 100 Days/Integration
4
M&A LeadJanet Carey
State / ProvinceToronto, ON
Est. Revenue$ 3.8 M
M&A LeadJanet Carey
State / ProvinceQuébec City, Québec
Est. Revenue≈ $1-10+ M ARR
M&A LeadEiron Roffey
State / ProvinceChicoutimi, QC
Est. Revenue≈ $1-3 M ARR
M&A LeadSarah Pickrem
State / ProvinceTrenton, ON
Est. Revenue≈ $2-6 M ARR
Passed/Did Not Pursue
0
Templates
2
M&A LeadABC
State / ProvinceABC
DescriptionRetirement Services Division of BayBridge Capital Group (BayBridge)
Select phase
Estimated Closing Date
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NDA Signed Date
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LOI Signed Date
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DD Kick-Off
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LOI Submitted
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Integration Kick-Off
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Kick-Off!
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Close Date
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