Investment Summary |
|
|---|---|
| Date | 2025-10-06 |
| Target | Sterling |
| Sector | Insurance |
| Investor(s) |
HGGC
Northleaf Capital Partners The Carlyle Group |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 8.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
HGGC focuses on middle-market leveraged buyouts, growth equity financings, recapitalizations, take privates, and corporate divestitures. The Firm primarily targets North American companies, but will consider international opportunities as well. HGGC looks for companies with at least $100 million in revenue. HGGC primarily targets enterprise software companies, however, the Firm will also consider opportunities in business services, consumer services, financial services, healthcare, industrial services, and information services. HGGC was formed in 2007 and is based in Palo Alto, California.
| DEAL STATS | # |
|---|---|
| Overall | 52 of 52 |
| Sector: Insurance M&A | 6 of 6 |
| Type: Growth Capital M&A Deals | 17 of 17 |
| State: Ontario M&A | 4 of 4 |
| Country: Canada M&A | 5 of 5 |
| Year: 2025 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-06 |
Sterling Brokers
Toronto, Ontario, Canada Sterling Brokers is a benefits consulting and administration firm offering group insurance, retirement services, technology-enabled platform solutions and advisory services to Canadian employers. Sterling Brokers was founded in 2014 and is headquartered in Toronto, Ontario. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 2009 |
| PE ASSETS | 22.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Northleaf Capital Partners is an asset management firm focused on private equity, private credit, and infrastructure investment opportunities. The Firm's private equity group looks to make fund, secondary, as well as direct investments. Within its direct investing practice, Northleaf will consider a variety of middle-market investment situations including growth capital financings, successions, consolidations, and other special situations. Northleaf Capital Partners was established in 2009 and is based in Toronto, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 26 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 5 of 5 |
| State: Ontario M&A | 2 of 2 |
| Country: Canada M&A | 3 of 3 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-05 |
Amarok
Columbia, South Carolina, United States Amarok is a full-perimeter security company specializing in electric fencing on commercial properties. Amarok also provides supplemental surveillance solutions, including cameras, lights, and alarms. Amarok was founded in 1973 and is based in Columbia, South Carolina. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 749 of 749 |
| Sector: Insurance M&A | 16 of 16 |
| Type: Growth Capital M&A Deals | 114 of 114 |
| State: Ontario M&A | 5 of 5 |
| Country: Canada M&A | 9 of 9 |
| Year: 2025 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-26 |
IntelliFlo
Wimbledon, United Kingdom IntelliFlo provides practice management solutions to financial advice firms, supporting over 30,000 users across the UK and internationally. Its core SaaS platform, intelliflo Office, is a central system for CRM, planning, compliance, and client communication. IntelliFlo was founded in 2004 and is based in Kingston, London. |
Buy | - |
