Peter Anglum

Mergers & Acquisitions

• Independent insurance brokerage in its acquisition by a North American insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management.

• European-based acquirer in multiple equity and asset acquisitions implementing a roll-up strategy of software development and information systems management companies serving U.S. financial institutions.
• Private equity investment group in the acquisition and subsequent sale of a controlling equity interest in a leading full-service insurance brokerage company.
• Sale of a discount consumer product retail chain to a leading private equity sponsor. Private equity seller in its disposition of an international flight training academy to a U.S. private equity fund.

Venture Capital & Private Equity

• Leading private equity investment group as the anchor investor in a major urban real estate development project in Atlanta.
• Biotechnology start-up company in multiple convertible debt offerings.
• Leading health care venture capital fund in various investments and dispositions of investments in medical device manufacturers, generic and proprietary drug manufacturers and other health care related companies.
• Angel investor group in multiple venture capital investments in early to mid-stage technology companies.

Private Investment Funds

• Asset management and advisory group of a leading global financial institution in multiple fund investments in U.S.-based and international pooled investment entities.
• Pension and endowment funds of a large regional medical center in multiple investments in the alternative assets class including private equity funds, hedge funds, infrastructure development funds and real estate investment funds.

New York City Bar Association

Recipient, M&A Advisor Award, Financial Sector Deal of the Year: Sale of York International Agency to IMA, Inc., awarded November 2023