Comprehensive Advisory Services

Advisory

We provide strategic counsel and execution support across the full spectrum of corporate finance, leveraging deep industry knowledge to deliver transformative outcomes for both financial sponsors and strategics.

Acquisition

September 2024

Three Ocean Partners served as financial advisor to BC Partners Credit on its strategic investment in GSE Worldwide (a leading athlete talent management and sports marketing firm) in September 2024.

Recapitalization

April 2024

Three Ocean Partners served as the exclusive financial advisor to BC Partners on its $400mm strategic investment in Riddell.

Sale

March 2022

Three Ocean Partners served as financial advisor to Sun Mountain Sports on its sale to Solace Capital Partners in March 2022.

Recapitalization

March 2022

Three Ocean Partners served as an advisor to the management team of Fenway Partners on its recapitalization of Riddell

Acquisition

January 2019

Three Ocean Partners served as financial advisor to Western & Southern Financial Group on its acquisition of Gerber Life Insurance from Nestlé in September 2018. Western & Southern announced the $1.55 billion purchase of Gerber Life Insurance Company, Nestlé’s direct-to-consumer life insurance arm, on September 17, 2018, with the transaction closing on December 31, 2018.

Acquisition

July 2018

Three Ocean Partners served as financial advisor to shareholders of Harrison Street on the sale of a 75% stake to Colliers International in July 2018.

Sale

June 2018

Three Ocean Partners served as financial advisor to MidOcean Partners on the sale of LegalShield to Stone Point Capital. LegalShield, a leading subscription-based provider of legal and identity theft protection services, entered into a definitive agreement with Stone Point Capital on February 27, 2018, which subsequently closed in the second quarter of 2018.

Sale

April 2018

Three Ocean Partners served as financial advisor to KKR and Elliott Management on the sale of Mitchell International to Stone Point Capital in April 2018.

Sale

July 2017

Three Ocean Partners served as financial advisor to Copart on its sale of National Powersport Auctions (NPA) to TRP Capital Partners in June 2017.

Sale

December 2016

Three Ocean Partners served as exclusive financial advisor to Iron Mountain on its divestiture of C21 Data Services to Oasis Group in December 2016.

Sale

December 2014

Three Ocean Partners served as financial advisor to Recall Holdings on its acquisition of Business Records Management, Inc. (BRM) in December 2014.

Sale

May 2014

Three Ocean Partners served as financial advisor to Ares Capital on its sale of CitiStorage to Recall Holdings in May 2014.

Sale

January 2014

Three Ocean Partners served as financial advisor to ING Groep on its divestiture of an 11.3% stake in SulAmérica to Swiss Re Group in November 2013. SulAmérica, a leading Brazilian independent insurer, was the target of ING’s strategic carve-out from its insurance and investment management business.

Sale

September 2013

Three Ocean Partners served as financial advisor to KKR on its acquisition of Mitchell International from Aurora Capital Partners (along with Norwest Equity Partners and GE Pension) in September 2013. 

Sale

June 2013

Three Ocean Partners served as the exclusive financial advisor to Kinderhook Industries on its sale of QCSA Direct to Copart.

Sale

January 2013

Three Ocean Partners served as financial advisor to Investcorp on the sale of CCC Information Services Inc. to Leonard Green & Partners in January 2013.

Sale

October 2012

Three Ocean Partners served as financial advisor to Welsh, Carson, Anderson & Stowe on the sale of portfolio company Retrievex to Access Information Management, in partnership with Summit Partners, in October 2012.

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Advisory

Comprehensive Advisory Services

Advisory

We provide strategic counsel and execution support across the full spectrum of corporate finance, leveraging deep industry knowledge to deliver transformative outcomes for both financial sponsors and strategics.

Acquisition

September 2024

Three Ocean Partners served as financial advisor to BC Partners Credit on its strategic investment in GSE Worldwide (a leading athlete talent management and sports marketing firm) in September 2024.

Recapitalization

April 2024

Three Ocean Partners served as the exclusive financial advisor to BC Partners on its $400mm strategic investment in Riddell.

Sale

March 2022

Three Ocean Partners served as financial advisor to Sun Mountain Sports on its sale to Solace Capital Partners in March 2022.

Recapitalization

March 2022

Three Ocean Partners served as an advisor to the management team of Fenway Partners on its recapitalization of Riddell

Acquisition

January 2019

Three Ocean Partners served as financial advisor to Western & Southern Financial Group on its acquisition of Gerber Life Insurance from Nestlé in September 2018. Western & Southern announced the $1.55 billion purchase of Gerber Life Insurance Company, Nestlé’s direct-to-consumer life insurance arm, on September 17, 2018, with the transaction closing on December 31, 2018.

Acquisition

July 2018

Three Ocean Partners served as financial advisor to shareholders of Harrison Street on the sale of a 75% stake to Colliers International in July 2018.

Sale

June 2018

Three Ocean Partners served as financial advisor to MidOcean Partners on the sale of LegalShield to Stone Point Capital. LegalShield, a leading subscription-based provider of legal and identity theft protection services, entered into a definitive agreement with Stone Point Capital on February 27, 2018, which subsequently closed in the second quarter of 2018.

Sale

April 2018

Three Ocean Partners served as financial advisor to KKR and Elliott Management on the sale of Mitchell International to Stone Point Capital in April 2018.

Sale

July 2017

Three Ocean Partners served as financial advisor to Copart on its sale of National Powersport Auctions (NPA) to TRP Capital Partners in June 2017.

Sale

December 2016

Three Ocean Partners served as exclusive financial advisor to Iron Mountain on its divestiture of C21 Data Services to Oasis Group in December 2016.

Sale

December 2014

Three Ocean Partners served as financial advisor to Recall Holdings on its acquisition of Business Records Management, Inc. (BRM) in December 2014.

Sale

May 2014

Three Ocean Partners served as financial advisor to Ares Capital on its sale of CitiStorage to Recall Holdings in May 2014.

Sale

January 2014

Three Ocean Partners served as financial advisor to ING Groep on its divestiture of an 11.3% stake in SulAmérica to Swiss Re Group in November 2013. SulAmérica, a leading Brazilian independent insurer, was the target of ING’s strategic carve-out from its insurance and investment management business.

Sale

September 2013

Three Ocean Partners served as financial advisor to KKR on its acquisition of Mitchell International from Aurora Capital Partners (along with Norwest Equity Partners and GE Pension) in September 2013. 

Sale

June 2013

Three Ocean Partners served as the exclusive financial advisor to Kinderhook Industries on its sale of QCSA Direct to Copart.

Sale

January 2013

Three Ocean Partners served as financial advisor to Investcorp on the sale of CCC Information Services Inc. to Leonard Green & Partners in January 2013.

Sale

October 2012

Three Ocean Partners served as financial advisor to Welsh, Carson, Anderson & Stowe on the sale of portfolio company Retrievex to Access Information Management, in partnership with Summit Partners, in October 2012.