Reverence Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Reverence Capital Partners has acquired 4 companies. It has also invested in 1 other.

Reverence Capital Partners’ most common sectors for investment arefinancial services (54%) and business services (16%) . The Firm’s most common investment types include divestiture (39%) and secondary buyout (31%). In total, Reverence Capital Partners has invested in 10 US states. Its largest (disclosed) acquisition occurred in 2016 when it acquired Diamond Resorts International for $2.2B.

In the last 3 years, Reverence Capital Partners has exited 2 companies. The Firm’s most common exit type is trade sale (100%). Reverence Capital Partners’ largest (disclosed) exit occurred in 2024 when it sold Transact Campus for $1.5B.

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity13
    • M&A Sell Activity3
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11
  • M&A Advisors 12

Reverence Capital Partners

590 Madison Avenue,
New York, New York 10022
United States
(212) 804-8025
www.reverencecapital.com
info@reverencecapital.com

Reverence Capital Partners is a specialist private investment firm focused on investing in global, middle-market financial services businesses. Specific areas of interest include insurance, asset/wealth management, depositories, finance, financial technology/payments, and capital markets. The Firm targets control and influence-oriented minority investments and typically collaborates with management to drive long-term success. Reverence Capital Partners was formed in 2013 and is based in New York City.


Investment Criteria

Sectors of Interest: Financial Services, Insurance

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 8 - 2 1 1 1 13
vol $3.4B $3.4B
Sell (0.6/yr) # - 1 1 - - 1 3
vol $1.4B $1.5B $2.9B
  16

Most Recent M&A

Company Date Value Type
Transact Campus, Inc. 2024-08-15 1.5B USD Trade Sale
Scottsdale, Arizona · www.transactcampus.com
Sunstar Insurance Group LLC 2024-07-01 - Secondary Buyout
Memphis, Tennessee · www.sunstarinsurancegroup.com
EverBank, N.A. 2023-08-01 - Divestiture
Jacksonville, Florida · www.everbank.com
Signature Estate & Investment Advisors LLC 2022-08-17 - Growth Capital
Los Angeles, California · www.seia.com
Temporary Housing, Inc. 2021-12-01 - Secondary Buyout
Phoenix, Arizona · www.crsth.com
Ministry Brands LLC 2021-11-05 - Divestiture
Lenoir City, Tennessee · www.ministrybrands.com
Diamond Resorts International, Inc. 2021-03-10 1.4B USD Trade Sale
Las Vegas, Nevada · www.diamondresorts.com
Kabbage, Inc. 2020-08-17 - Trade Sale
Atlanta, Georgia · www.kabbage.com
Vida Capital, Inc. 2019-07-15 - Secondary Buyout
Austin, Texas · www.vidacapitalinc.com
Advisor Group, Inc. 2019-05-09 - Secondary Buyout
Phoenix, Arizona · www.advisorgroup.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CardWorks, Inc. 2017-08-01 GreenSky, Inc. 2023-10-11 2
Woodbury, New York · www.cardworks.com Atlanta, Georgia · www.greensky.com
Venerable Holdings, Inc. 2017-12-21 Corporate Solutions Life Reinsurance Co. 2021-06-01 1
West Chester, Pennsylvania · www.venerable.com New York, New York
Vida Capital, Inc. 2019-07-15 Avmont LLC 2020-07-01 1
Austin, Texas · www.vidacapitalinc.com New York, New York · www.avmont.com
Russell Investments Group LLC 2015-10-08 Russell Investments - Actuarial Consulting Business 2017-02-16 1
Seattle, Washington · www.russellinvestments.com Sydney, Australia

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 6 (60%) 1.2B (100%) 7 (54%) 1.2B (34%)
Business Services 2 (20%) - 2 (15%) -
Leisure - - 1 (8%) 2.2B (66%)
Information Technology - - 1 (8%) -
Insurance 1 (10%) - 1 (8%) -
Internet Software and Services 1 (10%) - 1 (8%) -
Total 10 $1.2B 13 $3.4B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) 1.2B (100%) 13 (100%) 3.4B (100%)
  Arizona 2 (20%) - 3 (23%) -
  Tennessee 2 (20%) - 2 (15%) -
  Washington 1 (10%) 1.2B (100%) 1 (8%) 1.2B (34%)
  Florida 1 (10%) - 1 (8%) -
  California 1 (10%) - 1 (8%) -
  Texas 1 (10%) - 1 (8%) -
  Pennsylvania 1 (10%) - 1 (8%) -
  New York 1 (10%) - 1 (8%) -
  Nevada - - 1 (8%) 2.2B (66%)
  Georgia - - 1 (8%) -
Total 10 $1.2B 13 $3.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture 4 (40%) 1.2B (100%) 5 (38%) 1.2B (34%)
Secondary Buyout 4 (40%) - 4 (31%) -
Going Private - - 1 (8%) 2.2B (66%)
Buyout (LBO, MBO, MBI) 1 (10%) - 1 (8%) -
Growth Capital 1 (10%) - 1 (8%) -
Venture - - 1 (8%) -
Total 10 $1.2B 13 $3.4B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (100%) 2.9B (100%)
Total 3 $2.9B

Top M&A Advisors

Financial Deals
Broadhaven Capital Partners LLC
 1
Raymond James - Investment Banking
 1
UBS Investment Bank
 1
Legal Deals
Kirkland & Ellis
 3
Fried Frank Harris Shriver & Jacobson
 2
Winston & Strawn
 2

Deal Values

buy # Total
> $1B 2 $3.4B
TOTAL $3.4B
Largest Diamond Resorts International, Inc.
$2.2B (2016-06-29)
sell # Total
> $1B 2 $2.9B
TOTAL $2.9B
Largest Transact Campus, Inc.
$1.5B (2024-08-15)

M&A Connections

Deals
Acquired from
Investor(s)
31%
4 (31%)
Strategic(s)
38%
5 (38%)
Exited to
Strategic(s)
100%
3 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2013

Specialist/Generalist

Specialist

Leadership

Milton Berlinski

Co-Founder & Managing Partner

Alexander Chulack

Co-Founder & Partner

Peter Aberg

Co-Founder & Partner

Val Philippe

COO

Daniel Brujis

Principal

FAQ

When was Reverence Capital Partners founded?

Reverence Capital Partners was founded in 2013.

What type of investor is Reverence Capital Partners?

Reverence Capital Partners is a private equity firm.

Where is Reverence Capital Partners headquartered?

Reverence Capital Partners is headquartered in New York, New York.

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