Tracked deals
16
16 tracked deals across 2019-2026.
Private Equity Firm
Financial Services
Reverence Capital Partners
New York, New York, United States
Financial services specialist investment firm founded in 2013, investing across Financial Services Private Equity and Structured Credit using an integrated approach to find attractive opportunities for investors.
- Focus Areas
- Asset management, Banks, Specialty finance
- Website
- reverencecapital.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
10 buyout · 2 addon · 2 growth capital
Reverence Capital Partners Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 16 tracked deals for Reverence Capital Partners.
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June 23, 2026
- Buyer
- Reverence Capital Partners
- Target
- Eide Bailly
- Industry
- Accounting & Tax
- Location
- North Dakota, United States
- Type
- Growth capital
Reverence Capital Partners announced a definitive agreement to make a significant investment in Eide Bailly, a top accounting and advisory firm. The investment is expected to close in Q3 2026 and is intended to fund added talent, technology, and expanded innovation and client services while Eide Bailly maintains leadership continuity.
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- Buyer
- Osaic, Inc., Reverence Capital Partners
- Target
- Du Lac Wealth Services
- Seller
- LPL Financial
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Addon
Osaic, a wealth management platform backed by Reverence Capital Partners, announced that Du Lac Wealth Services has joined the firm after transitioning from LPL Financial. The Cary, North Carolina-based advisory team brings approximately $200 million in client assets and will continue serving clients under Osaic’s resources and acquisition-focused platform.
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- Buyer
- Reverence Capital Partners, Ares Secondaries funds, Lexington Partners, Bain Capital
- Target
- Osaic, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Recapitalization
Reverence Capital Partners closed a more-than-$2 billion recapitalization of Osaic, funding the deal with new capital through a continuation vehicle while maintaining Osaic’s existing governance and board composition. Proceeds provide liquidity to existing investors in Reverence Capital funds and increase Osaic’s balance sheet capital to support organic growth, acquisitions and other strategic initiatives, with Ares Secondaries funds and Lexington Partners leading the continuation vehicle and Bain Capital joining as a new investor.
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June 17, 2025
- Buyer
- Osaic, Inc., Reverence Capital Partners
- Target
- CW Advisors, LLC
- Seller
- Audax Private Equity
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Osaic, a portfolio company of Reverence Capital Partners, has acquired Boston-based CW Advisors, a registered investment advisor managing roughly $13.5–14.5 billion in fee-only client assets. The deal (purchased from Audax Private Equity) expands Osaic’s scale and capabilities in the fee-only channel and high-net-worth / ultra-high-net-worth wealth management market while allowing CW Advisors to remain operationally independent.
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- Buyer
- Bain Capital, Reverence Capital Partners, Norwest, BCPE Pequod Buyer, Inc., BCPE Pequod Merger Sub, Inc.
- Target
- Envestnet, Inc.
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Envestnet, Inc. entered into a definitive agreement to be acquired by affiliates of vehicles managed or advised by Bain Capital, valuing the company at $4.5 billion ($63.15 per share). The deal received stockholder approval and closed in November 2024, taking Envestnet private and removing its common stock from public listing.
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- Buyer
- Reverence Capital Partners
- Target
- Sunstar Insurance Group, LLC
- Seller
- Sunstar Insurance Group existing shareholders (including founder/management)
- Industry
- Insurance
- Location
- Tennessee, United States
- Type
- Buyout
Reverence Capital Partners has agreed to acquire a majority stake in Sunstar Insurance Group, a Memphis-based independent retail insurance broker focused on Commercial P&C, Personal P&C and Employee Benefits. Sunstar’s management will remain in place and roll a material portion of proceeds, while Reverence will provide capital and support to accelerate Sunstar’s organic growth and tuck-in acquisitions across the Southeast and Midwest.
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May 6, 2024
- Buyer
- Osaic, Inc., Reverence Capital Partners
- Target
- Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation
- Seller
- Lincoln National Corporation, Lincoln Financial Group
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Osaic, a portfolio company of Reverence Capital Partners, has completed the acquisition of Lincoln Wealth — Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation — from Lincoln National Corporation / Lincoln Financial Group. The deal transfers roughly 1,400–1,450 financial professionals and about $115 billion in assets under management to Osaic and was reported to provide Lincoln with approximately $650 million of capital benefit.
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March 6, 2024
- Buyer
- Liberty Strategic Capital, Hudson Bay Capital Management, Reverence Capital Partners, Citadel Global Equities, Certain members of NYCB management, Other institutional investors
- Target
- New York Community Bancorp, Inc.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
New York Community Bancorp (NYCB) announced an equity capital raise of approximately $1.05 billion led by Liberty Strategic Capital (Steven Mnuchin) with investments from Hudson Bay Capital Management, Reverence Capital Partners, Citadel Global Equities, other institutional investors and certain members of NYCB management. The financing includes common and convertible preferred stock plus warrants, will add new board members (including Steven Mnuchin) and is intended to strengthen NYCB's capital position and support a management-led turnaround.
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- Buyer
- Stone Point Capital, Warburg Pincus, Reverence Capital Partners, Sixth Street, Bayview Asset Management
- Target
- TIAA Bank (now EverBank)
- Seller
- TIAA
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Divestiture
TIAA has completed the divestiture of TIAA Bank to a group of private investors (funds managed by Stone Point Capital, Warburg Pincus, Reverence Capital Partners, Sixth Street and Bayview Asset Management). TIAA retains a non‑controlling ownership stake and a board seat while the bank, headquartered in Jacksonville, Florida, will operate under a new national bank charter and now does business as EverBank to pursue nationwide consumer and commercial banking growth.
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- Buyer
- Advisor Group, Reverence Capital Partners
- Target
- American Portfolios Financial Services, Inc.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
Advisor Group announced a definitive agreement to acquire American Portfolios Financial Services, Inc., a full-service independent broker-dealer headquartered in Holbrook, New York. The firm — which supports more than 850 financial professionals across nearly 400 branches and manages about $40 billion in client assets — will remain branded and operationally independent; Lon T. Dolber will join Advisor Group as Vice Chairman. The deal, backed by Reverence Capital Partners, is subject to FINRA and other regulatory approvals and expands Advisor Group's network and capabilities for its financial professionals.
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- Buyer
- Reverence Capital Partners
- Target
- CRS Temporary Housing
- Seller
- GenNx360 Capital Partners
- Industry
- Professional Services
- Location
- Arizona, United States
- Type
- Buyout
Reverence Capital Partners, a private investment firm, has acquired CRS Temporary Housing from GenNx360 Capital Partners. CRS is a tech-enabled provider of temporary housing and relocation solutions for insurance carriers; terms were not disclosed and GenNx360 said the sale represents a portfolio realization from Fund II.
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- Buyer
- Reverence Capital Partners, Community Brands
- Target
- Ministry Brands
- Seller
- Community Brands
- Industry
- Cloud & SaaS
- Location
- Florida, United States
- Type
- Buyout
New York-based private investment firm Reverence Capital Partners has made a majority investment in Ministry Brands, a provider of cloud-based software and payments solutions for churches and faith-based organizations. As part of the transaction Ministry Brands is separated from former parent Community Brands (which retains a minority rollover stake) and will operate as a standalone company to accelerate product innovation and digital transformation in the faith-based market.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
11 tracked deals by Reverence Capital Partners.
Accounting & Tax Buyers & Acquisitions
1 tracked deal by Reverence Capital Partners.
Cloud & SaaS Buyers & Acquisitions
1 tracked deal by Reverence Capital Partners.
Insurance Buyers & Acquisitions
1 tracked deal by Reverence Capital Partners.
Acquisitions in Arizona
3 tracked deals by Reverence Capital Partners.
Acquisitions in Florida
2 tracked deals by Reverence Capital Partners.
Acquisitions in New York
2 tracked deals by Reverence Capital Partners.
Acquisitions in Pennsylvania
2 tracked deals by Reverence Capital Partners.
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