PGIM (Prudential Financial) Agrees to Acquire Montana Capital Partners

EQT Acquires Majority Stake in McGill and Partners

September 4, 2026

Insurance

EQT X entered into a definitive agreement to acquire a majority stake in McGill and Partners from Warburg Pincus in a transaction valuing the specialty insurance broker at $2.0 billion. Warburg Pincus will sell its stake in full, while founder Steve McGill, chairman John Lloyd, management and employees will retain meaningful ownership; the deal is expected to close in the first half of 2027.

PGIM to Acquire Remaining 25% Interest in Deerpath Capital

July 27, 2026

Financial Services

PGIM has agreed to acquire the remaining 25% interest in Deerpath Capital, bringing its ownership to 100%, subject to regulatory approval. The deal follows PGIM’s initial acquisition of a 75% stake announced in May 2023.

MCM Capital Partners Acquires AIM Processing

January 9, 2024

Manufacturing

MCM Capital Partners, a micro‑cap private equity firm based in Cleveland, Ohio, has acquired AIM Processing, a custom plastic injection molder headquartered in Longmont, Colorado. AIM's president Jon Gelston retained a significant equity stake and MCM said it will augment AIM's technical molding and automation capabilities with strategic sales and marketing to drive growth; the deal is the second platform investment in MCM Capital Partners IV, L.P.

PGIM Investments to Acquire Green Harvest Asset Management

October 19, 2021

Financial Services

PGIM Investments entered into an agreement to acquire Green Harvest Asset Management LLC, an SMA platform offering customized direct indexing solutions for high-net-worth investors. The deal is expected to close in the fourth quarter of 2021, subject to customary closing conditions, and Green Harvest will join PGIM Investments’ retail platform.

iM Global Partner Acquires Litman Gregory

March 9, 2021

Financial Services

iM Global Partner entered into a definitive agreement to acquire Litman Gregory, a San Francisco Bay Area wealth and asset management boutique overseeing roughly $6.2 billion in assets, with regulatory approval expected in Q2 2021. Rosemont Partners III, LP agreed to sell its minority equity interest as part of the transaction; iM Global Partner plans to operate Litman Gregory as a separate business unit to preserve its independence and client relationships.

Mission Critical Partners Acquires MTG Management Consultants

February 16, 2021

Government & Public Sector

Mission Critical Partners (MCP) has acquired Seattle-based MTG Management Consultants, a provider of strategy, management and IT integration services to state and local government agencies. The deal strengthens MCP’s data-integration, IT and cybersecurity capabilities for the public-safety and justice sectors and expands its client base across the U.S. and into Canada.