Pipeline
87 deals
Target Identification
06
M&A LeadMatt Lascola
State / ProvinceTexas, US
Est. Revenue≈ $20.9 B
M&A LeadRyan Pankoski
State / ProvincePennsylvania, US
Est. Revenue$3.9 B
M&A LeadMatt Lascola
State / ProvinceTexas, US
Est. Revenue≈ $1 B
M&A LeadMatt Lascola
State / ProvinceOregon, US
Est. Revenue$372.7 M
M&A LeadRyan Pankoski
State / ProvinceTennessee, US
Est. Revenue$2.8 B
M&A LeadMatt Lascola
State / ProvinceIdaho, US
Est. Revenue≈ $7.9 B
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 LeadRyan Pankoski
State / ProvinceAlabama, US
Est. Revenue≈ $4.9 B
M&A LeadRyan Pankoski
State / ProvinceNorth Carolina, US
Est. Revenue≈ $6.9–7.3 B
M&A LeadMatt Lascola
State / ProvinceMonterrey, Mexico
Est. Revenue≈ $13 B
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 LeadMatt Lascola
State / ProvinceVirginia, US
Est. Revenue≈ $50 M
M&A LeadMatt Lascola
State / ProvinceMichigan, US
Est. Revenue≈ $7.4 B
M&A LeadRyan Pankoski
State / ProvincePennsylvania, US
Est. Revenue≈ $3.5 B
M&A LeadRyan Pankoski
State / ProvinceHeidelberg, Germany
Est. Revenue≈ $22.89 B
M&A LeadMatt Lascola
State / ProvinceMassachusetts, US
Est. Revenue≈ $29.36 B
Letter of Intent (LOI)
02
M&A LeadRyan Pankoski
State / ProvinceMonterrey, Mexico
Est. Revenue≈ $13 B
M&A LeadMatt Lascola
State / ProvinceRhode Island, US
Est. Revenue≈ $6.4 B
Due Diligence
02
M&A LeadRyan Pankoski
State / ProvinceColorado, US
Est. Revenue≈ $3.4 M
M&A LeadMatt Lascola
State / ProvinceNorth Carolina, US
Est. Revenue≈ $1.8 M
First 100 Days/Integration
03
M&A LeadMatt Lascola
State / ProvinceTexas, US
Est. Revenue$ 152 K
M&A LeadRyan Pankoski
State / ProvinceWashington, US
Est. Revenue≈ $3.8 M
M&A LeadRyan Pankoski
State / ProvinceMinnesota, US
Est. Revenue≈ $6.3M
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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