Relationships and Capabilities Drive Strong Transaction Activity

Brivest Capital has established itself as a leading boutique advisory firm by completing over 170 transactions representing $255bn 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.

170+

Transactions

$255B+

in Transaction Value

$88B+

in Cross-Border Transactions

$177B+

in FIG Transactions

Selected Transactions

Asset Management
Battery Technology
Clean Energy
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

Thoma Bravo, Acquisition of Trading Technologies in Partnership with 7RIDGE

ANNOUNCED

2025

Jul 30, 2025

STATUS

Pending

CLIENT

Thoma Bravo

Jul 30, 2025

Pending

Thoma Bravo, Acquisition of Trading Technologies in Partnership with 7RIDGE

Thoma Bravo

GTCR, Acquisition of FMG Suite

ANNOUNCED

2025

Jul 29, 2025

STATUS

Pending

CLIENT

GTCR

Jul 29, 2025

Pending

GTCR, Acquisition of FMG Suite

GTCR

Merit Financial Advisors, Strategic Minority Investment From Constellation Wealth Capital

ANNOUNCED

2025

Jul 7, 2025

STATUS

Pending

CLIENT

Merit Financial Advisors

Jul 7, 2025

Pending

Merit Financial Advisors, Strategic Minority Investment From Constellation Wealth Capital

Merit Financial Advisors

CW Advisors, Sale to Osaic

ANNOUNCED

2025

Jun 17, 2025

STATUS

Closed

CLIENT

CW Advisors

Jun 17, 2025

Closed

CW Advisors, Sale to Osaic

CW Advisors

Ocorian, Acquisition of E78's Fund Solutions Division

ANNOUNCED

2025

Jun 3, 2025

STATUS

Closed

CLIENT

Ocorian

Jun 3, 2025

Closed

Ocorian, Acquisition of E78's Fund Solutions Division

Ocorian

Lido Advisors, Strategic Partnership with HPS Investment Partners

ANNOUNCED

2025

May 22, 2025

STATUS

Closed

CLIENT

Lido Advisors

May 22, 2025

Closed

Lido Advisors, Strategic Partnership with HPS Investment Partners

Lido Advisors

Great Hill Partners, Minority Investment in Mission Wealth

ANNOUNCED

2025

May 1, 2025

STATUS

Closed

CLIENT

Great Hill Partners

May 1, 2025

Closed

Great Hill Partners, Minority Investment in Mission Wealth

Great Hill Partners

TPG, Minority Investment in Cliffwater Alongside Temasek and TA Associates

ANNOUNCED

2025

Apr 21, 2025

STATUS

Closed

CLIENT

TPG

Apr 21, 2025

Closed

TPG, Minority Investment in Cliffwater Alongside Temasek and TA Associates

TPG

BroadStreet Partners, Sale of Co-control Stake to Investor Group Led by Ethos Capital, BCI, and White Mountains

ANNOUNCED

2025

Apr 10, 2025

STATUS

Closed

CLIENT

BroadStreet Partners

Apr 10, 2025

Closed

BroadStreet Partners, Sale of Co-control Stake to Investor Group Led by Ethos Capital, BCI, and White Mountains

BroadStreet Partners

Summit Partners, Strategic Investment in One Point Advisory Services

ANNOUNCED

2025

Mar 31, 2025

STATUS

Closed

CLIENT

Summit Partners

Mar 31, 2025

Closed

Summit Partners, Strategic Investment in One Point Advisory Services

Summit Partners

NEXT Insurance, Sale to ERGO a Munich Re Company

ANNOUNCED

2025

Mar 20, 2025

STATUS

Closed

CLIENT

NEXT Insurance

Mar 20, 2025

Closed

NEXT Insurance, Sale to ERGO a Munich Re Company

NEXT Insurance

Generali, Reinvestment in Viridium

ANNOUNCED

2025

Mar 19, 2025

STATUS

Closed

CLIENT

Generali

Mar 19, 2025

Closed

Generali, Reinvestment in Viridium

Generali

1315 Capital, Strategic Minority Investment from Navigator

ANNOUNCED

2025

Mar 17, 2025

STATUS

Closed

CLIENT

1315 Capital

Mar 17, 2025

Closed

1315 Capital, Strategic Minority Investment from Navigator

1315 Capital

New Mountain Capital, Acquisition of NSM Insurance Group's U.S. Commercial Insurance Division

ANNOUNCED

2025

Feb 25, 2025

STATUS

Closed

CLIENT

New Mountain Capital

Feb 25, 2025

Closed

New Mountain Capital, Acquisition of NSM Insurance Group's U.S. Commercial Insurance Division

New Mountain Capital

Allstate, Sale of Group Health Business to Nationwide

ANNOUNCED

2025

Jan 30, 2025

STATUS

Closed

CLIENT

Allstate

Jan 30, 2025

Closed

Allstate, Sale of Group Health Business to Nationwide

Allstate

Generali Investments, Combination with BPCE through a Joint Venture

ANNOUNCED

2025

Jan 21, 2025

STATUS

Pending

CLIENT

Generali

Jan 21, 2025

Pending

Generali Investments, Combination with BPCE through a Joint Venture

Generali

Generali Investments, Acquisition of MGG

ANNOUNCED

2025

Jan 17, 2025

STATUS

Pending

CLIENT

Generali

Jan 17, 2025

Pending

Generali Investments, Acquisition of MGG

Generali

GTCR, Strategic Investment in Winged Keel Group

ANNOUNCED

2025

Jan 13, 2025

STATUS

Closed

CLIENT

GTCR

Jan 13, 2025

Closed

GTCR, Strategic Investment in Winged Keel Group

GTCR

WMS Partners, Sale to Homrich Berg Wealth Management

ANNOUNCED

2024

Dec 11, 2024

STATUS

Closed

CLIENT

WMS

Dec 11, 2024

Closed

WMS Partners, Sale to Homrich Berg Wealth Management

WMS

General Atlantic, Formation of Chariot Reinsurance with MetLife

ANNOUNCED

2024

Dec 11, 2024

STATUS

Closed

CLIENT

General Atlantic

Dec 11, 2024

Closed

General Atlantic, Formation of Chariot Reinsurance with MetLife

General Atlantic

Ualá, Series E Round of Funding

ANNOUNCED

2024

Nov 12, 2024

STATUS

Closed

CLIENT

Ualá

Nov 12, 2024

Closed

Ualá, Series E Round of Funding

Ualá

Innovisk, Sale to Ryan Specialty

ANNOUNCED

2024

Nov 4, 2024

STATUS

Closed

CLIENT

Innovisk

Nov 4, 2024

Closed

Innovisk, Sale to Ryan Specialty

Innovisk

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

ANNOUNCED

2024

Oct 29, 2024

STATUS

Closed

CLIENT

Mariner Wealth Advisors

Oct 29, 2024

Closed

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

Mariner Wealth Advisors

Pathstone, Acquisition of Hall Capital Partners

ANNOUNCED

2024

Oct 16, 2024

STATUS

Closed

CLIENT

Pathstone

Oct 16, 2024

Closed

Pathstone, Acquisition of Hall Capital Partners

Pathstone

IEQ Capital, Acquisition of EPIQ Capital Group

ANNOUNCED

2024

Aug 27, 2024

STATUS

Closed

CLIENT

IEQ Capital

Aug 27, 2024

Closed

IEQ Capital, Acquisition of EPIQ Capital Group

IEQ Capital

Allstate, Sale of Employer Voluntary Benefits Business to The Standard

ANNOUNCED

2024

Aug 14, 2024

STATUS

Closed

CLIENT

Allstate

Aug 14, 2024

Closed

Allstate, Sale of Employer Voluntary Benefits Business to The Standard

Allstate

HPS, Strategic Partnership Expansion with Guardian

ANNOUNCED

2024

Aug 13, 2024

STATUS

Closed

CLIENT

HPS

Aug 13, 2024

Closed

HPS, Strategic Partnership Expansion with Guardian

HPS

Victory Park Capital, Sale to Janus Henderson

ANNOUNCED

2024

Aug 12, 2024

STATUS

Closed

CLIENT

Victory Park Capital

Aug 12, 2024

Closed

Victory Park Capital, Sale to Janus Henderson

Victory Park Capital

Ryan Specialty, Acquisition of US Assure

ANNOUNCED

2024

Aug 1, 2024

STATUS

Closed

CLIENT

Ryan Specialty

Aug 1, 2024

Closed

Ryan Specialty, Acquisition of US Assure

Ryan Specialty

Theorem, Sale to Pagaya Technologies

ANNOUNCED

2024

Jul 30, 2024

STATUS

Closed

CLIENT

Theorem

Jul 30, 2024

Closed

Theorem, Sale to Pagaya Technologies

Theorem

Sixth Street, Acquisition of Enstar

ANNOUNCED

2024

Jul 29, 2024

STATUS

Closed

CLIENT

Sixth Street

Jul 29, 2024

Closed

Sixth Street, Acquisition of Enstar

Sixth Street

KKR, Acquisition of Janney Montgomery Scott from The Penn Mutual Life Insurance Company

ANNOUNCED

2024

Jul 23, 2024

STATUS

Closed

CLIENT

KKR

Jul 23, 2024

Closed

KKR, Acquisition of Janney Montgomery Scott from The Penn Mutual Life Insurance Company

KKR

Sila Nanotechnologies, Series G Round of Funding

ANNOUNCED

2024

Jun 27, 2024

STATUS

Closed

CLIENT

Sila Nanotechnologies

Jun 27, 2024

Closed

Sila Nanotechnologies, Series G Round of Funding

Sila Nanotechnologies

Highview Power, Investment From UK Infrastructure Bank, Centrica & Partners

ANNOUNCED

2024

Jun 13, 2024

STATUS

Closed

CLIENT

Highview Power

Jun 13, 2024

Closed

Highview Power, Investment From UK Infrastructure Bank, Centrica & Partners

Highview Power

Estancia Capital Partners, Strategic Partnership with Soltis Advisors Alongside LLR Partners

ANNOUNCED

2024

Jun 6, 2024

STATUS

Closed

CLIENT

Estancia Capital Partners

Jun 6, 2024

Closed

Estancia Capital Partners, Strategic Partnership with Soltis Advisors Alongside LLR Partners

Estancia Capital Partners

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

ANNOUNCED

2024

Apr 25, 2024

STATUS

Closed

CLIENT

CNP Assurances

Apr 25, 2024

Closed

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

Closed

CLIENT

Amundi

Apr 16, 2024

Closed

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

Closed

CLIENT

Blue Owl Capital

Apr 3, 2024

Closed

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

Closed

CLIENT

Canyon Partners

Mar 14, 2024

Closed

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

Closed

CLIENT

Allianz X

Feb 22, 2024

Closed

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

Allianz X

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