Aquiline Capital Partners Makes Strategic Investment in SageView Advisory Group

SageView Advisory Group Acquires Capital One Investing Wealth Management Business

April 21, 2022

Wealth Management

SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.

SageView Advisory Group Acquires Lakeview Wealth Management

December 1, 2022

Financial Services

SageView Advisory Group, a Newport Beach-based independent RIA backed by Aquiline Capital Partners, has agreed to acquire Lakeview Wealth Management of Deer Park, Illinois. The six-person, women-led Lakeview team will join SageView to expand the firm's presence in the Chicago-area and enhance its retirement and wealth management capabilities.

SageView Advisory Group Acquires Palmer Retirement Consulting

January 11, 2024

Wealth Management

Newport Beach-based SageView Advisory Group has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana advisory firm that serves institutional retirement plan sponsors and individual wealth management clients. The deal, which closed Dec. 15, 2023, brings Palmer's leadership and staff into SageView as part of SageView's ongoing strategy to expand its institutional retirement consulting capabilities under its partnership with Aquiline Capital Partners.

SageView Advisory Group Acquires Summit Financial Consultants

August 9, 2022

Financial Services

SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.

Aquiline Capital Partners Takes Majority Stake in SurePoint Technologies

June 2, 2021

Cloud & SaaS

Aquiline Capital Partners has acquired a majority stake in SurePoint Technologies, a cloud provider of practice management and financial software for law firms. Existing investor ParkerGale Capital rolled a portion of its equity and will remain a minority owner; the investment is intended to accelerate product development and platform capabilities for law firm clients.

Aquiline Capital Partners Makes Growth Investment in Wealth at Work

June 1, 2021

Wealth Management

Aquiline Capital Partners has agreed to make an investment in Wealth at Work Group Limited, a London-based provider of workplace financial education, guidance and regulated financial advice. Equistone Partners Europe will retain a minority stake and Wealth at Work's management will keep a significant equity position; the deal will support the company's technology-driven growth and expansion of its retirement and financial wellbeing services.