January 21, 2021

Willkie represented Aquiline in the transaction.

Aquiline Capital Partners has made a strategic investment in SageView Advisory Group, a California-based retirement planning and wealth management firm with more than $119 billion in assets under advisement. The investment by Aquiline provides SageView with capital for continued growth in the institutional and wealth management arenas.

SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans. Headquartered in Newport Beach, California, SageView has over 100 employees and 25 offices in 17 states.

Aquiline Capital Partners, founded in 2005, is a private investment firm based in New York and London that invests in businesses across the financial services sector, including financial technology, insurance, investment management, business services, credit and healthcare. The firm has $5.3 billion in assets under management as of December 31, 2019.

The Willkie deal team was led by partners Jeffrey Poss and Manuel Miranda and included associates Thomas Sharkey and Christine Ollmann.