M&A Deal Summary |
|
|---|---|
| Date | 2025-09-10 |
| Target | GCG Wealth Management |
| Sector | Financial Services |
| Buyer(s) | BharCap Partners |
| Sellers(s) | LNC Partners |
| Deal Type | Recapitalization |
| Advisor(s) | Houlihan Lokey (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2021 |
| PE ASSETS | 1.8B USD |
| Size | Large |
| Type | Sector Focused |
BharCap Partners is a private equity firm focused on investments in the financial services industry. The Firm typically invests between $50 and $300 million per transaction in companies with EBITDA of $10 to $50 million. Specific areas of interest include wealth and asset management, insurance, financial technology, specialty finance, and tech-enabled business services. BharCap Partners was established in 2021 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector: Financial Services M&A | 3 of 3 |
| Type: Recapitalization M&A Deals | 1 of 1 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 6 of 6 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-19 |
Electronic Merchant Systems
Cleveland, Ohio, United States Electronic Merchant Systems has helped small to mid-sized business owners realize their full potential and grow their financial well-being. With offices in more than 50 U.S. cities—servicing tens of thousands of retail, internet, and start-up businesses nationwide. By providing an innovative suite of business solutions and high-quality service, EMS has become a leading provider of payment processing and merchant services. Electronic Merchant Systems founded in 1988 and headquartered in Cleveland, Ohio, |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
LNC Partners is a private investment firm focused on providing $10 to $40 million of equity and junior capital to support a variety of company transactions. As a provider of debt, LNC offers subordinated debt and unitranche securities. As a provider of equity, LNC will invest as a minority or majority partner. Prospective transaction situations include buyouts, refinancings, acquisition financings, growth capital needs, and recapitalizations. Sectors of interest include business and information services, financial services, insurance, healthcare, and niche manufacturing. LNC Partners is based in Arlington, Virginia.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 27 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Recapitalization M&A Deals | 3 of 3 |
| State: North Carolina M&A | 1 of 1 |
| Country: United States M&A | 27 of 27 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-05 |
Virtus
Overland Park, Kansas, United States Virtus is an insurance brokerage and risk management consulting platform that provides property and casualty insurance, as well as employee benefits, across a multitude of vertical specializations with an emphasis on serving real estate, private equity, hospitality, and construction clients. Virtus was founded in 2013 and is based in Overland Park, Kansas. |
Buy | - |
