Jeffrey R. Poss

Private Equity and Venture Capital

• Aquiline Capital Partners on the close of its Continuation Fund, which raised approximately $1.1 billion of capital commitments and in the acquisitions of CodeBlue and MADSKY, creating Accuserve.
• Genstar Capital in its majority investment in First Eagle Investments and in the acquisition of Numerix, leader in capital markets risk management.
• Cerity Partners, a leading independent wealth management firm and portfolio company of Genstar Capital, in its combination with Agility, a provider of outsourced chief investment officer solutions.
• Numerix, a portfolio company of Genstar Capital, in its acquisition of PolyPaths and FINCAD.

Mergers & Acquisitions

• Cetera Financial Group and Genstar Capital in the $1.2 billion take-private acquisition of Avantax, Inc. and in its acquisition of the retail wealth business of Securian Financial Group.
• SageView Advisory Group, a leading RIA firm and portfolio company of Aquiline Capital Partners, in its sale to Creative Planning.
• Aquiline Capital Partners and its portfolio company Ontellus, on the sale of Ontellus to Datavant.
• Institutional Shareholder Services (ISS), a Genstar portfolio company, in its sale to Deutsche Börse.
• Personal Capital in its acquisition by Empower Retirement.

Investment and Financial Services

• Foreside Financial Group, a portfolio company of Genstar Capital, in its acquisitions of ACA Group and Alaric Compliance Services.
• Apex Fund Services, a Genstar Capital portfolio company, in various acquisitions including BRL Trust Investimentos and Tzur Capital Management Ltd.
• Ascensus in its acquisition by Aquiline and Genstar from J.C. Flowers and in its subsequent sale to Stone Point Capital and GIC.
• Virtus Partners, a credit-based alternatives fund solutions provider and portfolio company of Aquiline Capital Partners, in its sale to FIS.

Tech, Media & Telecom

• Orion Advisor Solutions in its acquisition of Redtail Technology and TownSquare Capital.
• Aquiline Capital Partners in the acquisition of SurePoint Technologies and SageView Advisory Group.
• Sphera, a leading provider of ESG software, data, and consulting services and portfolio company of Genstar Capital, in its sale to Blackstone.
• Gemini13, a media services and audio content production company, in its acquisitions of Infinite Agency and Phantom Producer.