Broadhaven Capital Partners
BH_advisory.jpg
Selected Transactions

Selected Transactions

Vertical Management Systems

Vertical Management Systems

Announced:  January 4, 2017
Value:  Undisclosed
Status:  Closed

Advisor to VMS on its sale to NewSpring Holdings

Chicago Board Options Exchange

Chicago Board Options Exchange

Announced:  September 26, 2016
Value:  $3.2 billion
Status:  Closed

Advisor to CBOE on its acquisition of Bats Global Markets

REDI

REDI

Announced:  September 22, 2016
Value:  Undisclosed
Status:  Pending

Advisor to REDI on its sale to Thomson Reuters

Emerging Global Advisors

Emerging Global Advisors

Announced:  May 11, 2016
Value:  Undisclosed
Status:  Closed

Advisor to EGA on its sale to Columbia Threadneedle Investments

Citigroup

Citigroup

Announced:  December 31, 2015
Value:  Undisclosed
Status:  Closed

Advisor to Citigroup on the sale of a minority interest in an alternative asset manager

Conning

Conning

Announced:  November 5, 2015
Value:  Undisclosed
Status:  Closed

Advisor to Conning on its acquisition of Octagon Credit Investors

Intercontinental Exchange

Intercontinental Exchange

Announced:  October 26, 2015
Value:  $5.2 billion
Status:  Closed

Advisor to Intercontinental Exchange on its acquisition of IDC

Symphony

Symphony

Announced:  October 12, 2015
Value:  $100 million
Status:  Closed

Advisor to Symphony on its capital raise

Russell Investments

Russell Investments

Announced:  October 8, 2015
Value:  $1.2 billion
Status:  Closed

Advisor to TA and Reverence on the acquisition of Russell Investments

Portware

Portware

Announced:  September 22, 2015
Value:  $265 million
Status:  Closed

Advisor to Portware on its sale to FactSet

AcadiaSoft

AcadiaSoft

Announced:  July 7, 2015
Value:  Undisclosed
Status:  Closed

Advisor to the Special Committee of AcadiaSoft

RJ OBrien logo

R.J. O'Brien & Associates

Announced:  March 11, 2015
Value:  Undisclosed
Status:  Closed

Advisor to R.J. O'Brien & Associates on its acquisition of The Kyte Group

New York Life

New York Life

Announced:  December 4, 2014
Value:  Undisclosed
Status:  Closed

Advisor to New York Life on its acquisition of IndexIQ

BoardEx

BoardEx

Announced:  October 7, 2014
Value:  Undisclosed
Status:  Closed

Advisor to BoardEx on its sale to TheStreet

Portware

Portware

Announced:  August 6, 2014
Value:  Undisclosed
Status:  Closed

Advisor to Portware on its minority recapitalization

Intercontinental Exchange

Intercontinental Exchange

Announced:  June 19, 2014
Value:  $1.9 billion
Status:  Closed

Advisor to Intercontinental Exchange on the IPO of Euronext

 American Stock Transfer & Trust Company

American Stock Transfer & Trust Company

Announced:  May 27, 2014
Value:  Undisclosed
Status:  Closed

Advisor to AST on its acquisition of D.F. King

Keane

Keane

Announced:  February 20, 2014
Value:  Undisclosed
Status:  Closed

Advisor to Keane on its sale to Lovell Minnick Partners

BondDesk Group

BondDesk Group

Announced:  September 12, 2013
Value:  Undisclosed
Status:  Closed

Advisor to BondDesk Group on its sale to Tradeweb Markets

BATS

BATS Global Markets

Announced:  August 26, 2013
Value:  Undisclosed
Status:  Closed

Advisor to BATS Global Markets on its merger with Direct Edge

NASDAQ OMX

NASDAQ OMX

Announced:  May 13, 2013
Value:  Undisclosed
Status:  Closed

Advisor to NASDAQ OMX on the formation of NLX, a new European futures exchange

Intercontinental Exchange

Intercontinental Exchange

Announced:  December 20, 2012
Value:  $8.2 billion
Status:  Closed

Advisor to Intercontinental Exchange on its acquisition of NYSE Euronext

UNX

UNX

Announced:  May 15, 2012
Value:  Undisclosed
Status:  Closed

Advisor to UNX on its sale to Mantara

Aritas

Aritas

Announced:  May 12, 2012
Value:  Undisclosed
Status:  Closed

Advisor to Aritas on its sale to Portware

NASDAQ OMX

NASDAQ OMX

Announced:  April 24, 2012
Value:  Undisclosed
Status:  Closed

Advisor to NASDAQ OMX on the sale of IDCG to LCH.Clearnet

R.J. O'Brien & Associates

R.J. O'Brien & Associates

Announced:  November 2, 2011
Value:  Undisclosed
Status:  Closed

Advisor to R.J. O'Brien & Associates on the transfer of MF Global customer accounts and the related shareholder financing

IntercontinentalExchange

Intercontinental Exchange

Announced:  July 14, 2011
Value:  $512 million
Status:  Closed

Advisor to Intercontinental Exchange on its strategic investment in Cetip, Brazil's leading clearinghouse

Pacific Epoch

Pacific Epoch

Announced:  May 12, 2011
Value:  Undisclosed
Status:  Closed

Advisor to Pacific Epoch on its sale to Pacific Crest Securities

Intercontinental Exchange

Intercontinental Exchange

Announced:  April 1, 2011
Value:  $13.3 billion
Status:  Withdrawn

Advisor to Intercontinental Exchange on its unsolicited proposal with NASDAQ OMX to acquire NYSE Euronext

BATS Global Markets

BATS Global Markets

Announced:  February 18, 2011
Value:  Undisclosed
Status:  Closed

Advisor to BATS Global Markets on its acquisition of Chi-X Europe

R.J. O'Brien & Associates

R.J. O'Brien & Associates

Announced:  December 13, 2010
Value:  Undisclosed
Status:  Closed

Advisor to O'Brien International on its acquisition of R.J. O'Brien & Associates