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October 20, 2025

LaunchPad Home Group Acquires Scott Home Services and Attik Field Solutions

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LaunchPad Home Group Acquires Scott Home Services and Attik Field Solutions
August 28, 2025

Kevin Gwynn White Joins the I AM CEO Podcast to Discuss Exbo’s Focus on Operational Excellence

CFO and Controllership Advisory
Kevin Gwynn White Joins the I AM CEO Podcast to Discuss Exbo’s Focus on Operational Excellence
August 18, 2025

Four of Exbo Group's Clients Named to the 2025 Inc. 5000 List

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Four of Exbo Group's Clients Named to the 2025 Inc. 5000 List
August 15, 2025

Docyt Raises $12M in Pre-Series B Funding

CFO and Controllership Advisory
Docyt Raises $12M in Pre-Series B Funding
July 31, 2025

Nicholas Spezio Joins The Thoughtful Entrepreneur Podcast to Discuss Financial Foundations for Startups and Growing Businesses

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Nicholas Spezio Joins The Thoughtful Entrepreneur Podcast to Discuss Financial Foundations for Startups and Growing Businesses
July 28, 2025

Cordance Acquires DQ Technologies

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Cordance Acquires DQ Technologies
June 26, 2025

Nicholas Spezio Joins the SalesPOP! Podcast to Discuss Preparing a Business for Sale

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Nicholas Spezio Joins the SalesPOP! Podcast to Discuss Preparing a Business for Sale
June 18, 2025

Supply Wisdom Announces $14 Million Funding Round

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Transaction Services
Supply Wisdom Announces $14 Million Funding Round
June 10, 2025

Occupier Secures $16 Million Growth Investment from Unbundled Capital

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Transaction Services
Tax Advisory
Occupier Secures $16 Million Growth Investment from Unbundled Capital
June 9, 2025

ABC Legal Expands Service Excellence with Acquisitions in Arizona and California

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ABC Legal Expands Service Excellence with Acquisitions in Arizona and California
June 2, 2025

Ludus Secures $12 Million Growth Financing from Mamba Growth Equity to Accelerate Innovation for Performing Arts Organizations

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Ludus Secures $12 Million Growth Financing from Mamba Growth Equity to Accelerate Innovation for Performing Arts Organizations
May 15, 2025

Building a Modern CFO Consultancy: How Kevin White Scaled Exbo Group from the Ground Up

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Building a Modern CFO Consultancy: How Kevin White Scaled Exbo Group from the Ground Up
May 1, 2025

The Secret to Scaling Fast: Kevin Gwynn White Joins the Sharkpreneur Podcast to Discuss Exbo Group’s Growth

CFO and Controllership Advisory
The Secret to Scaling Fast: Kevin Gwynn White Joins the Sharkpreneur Podcast to Discuss Exbo Group’s Growth
April 3, 2025

Eric Fiegoli Joins the Sales POP! Podcast to Discuss Exbo Group’s Expansion and his Experience Working with Growth Stage Companies

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Eric Fiegoli Joins the Sales POP! Podcast to Discuss Exbo Group’s Expansion and his Experience Working with Growth Stage Companies
March 28, 2025

Jolly Raises $16.5M Series A

CFO and Controllership Advisory
Jolly Raises $16.5M Series A
March 27, 2025

Kevin Gwynn White Joins Get Down to Business with Scott Klein to Share His Advice for Startup Founders and CEOs

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Kevin Gwynn White Joins Get Down to Business with Scott Klein to Share His Advice for Startup Founders and CEOs
February 27, 2025

CongruityHR Acquires Total Team Solutions

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CongruityHR Acquires Total Team Solutions
February 20, 2025

Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies

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Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
February 14, 2025

BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite

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BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
February 13, 2025

Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series

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Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
February 5, 2025

Bland Raises a $40M Series B to Transform Enterprise Phone Communications

CFO and Controllership Advisory
Bland Raises a $40M Series B to Transform Enterprise Phone Communications
February 4, 2025

Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships

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Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
January 27, 2025

SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management

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SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
January 22, 2025

Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising

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Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
January 21, 2025

Fullsteam Acquires WineDirect’s SaaS Division

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Fullsteam Acquires WineDirect’s SaaS Division
December 20, 2024

Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs

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Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
December 19, 2024

Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies

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Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
December 6, 2024

LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms

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LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
November 19, 2024

Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses

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Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses
November 12, 2024

Fort Health Raises $5.5M, Expands into 2 States

CFO and Controllership Advisory
Fort Health Raises $5.5M, Expands into 2 States
November 5, 2024

RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR

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RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR
October 22, 2024

Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show

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Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
October 10, 2024

Fullscript Acquires Rupa Health

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Fullscript Acquires Rupa Health
September 10, 2024

Exbo Group is Moving to NoHo!

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Finance Transformation
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Exbo Group is Moving to NoHo!
August 13, 2024

The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal

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Transaction Services
Tax Advisory
The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal
August 12, 2024

Nicholas Spezio Joins The Exit Plan Podcast to Discuss the Timing and Considerations of Selling a Business

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Nicholas Spezio Joins The Exit Plan Podcast to Discuss the Timing and Considerations of Selling a Business
August 1, 2024

MedScout Secures $15M Series A Investment to Accelerate Growth

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MedScout Secures $15M Series A Investment to Accelerate Growth
May 23, 2024

Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management

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Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
May 20, 2024

SurePoint Technologies Acquires Leopard Solutions

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Tax Advisory
SurePoint Technologies Acquires Leopard Solutions
March 11, 2024

Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding

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Tax Advisory
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
March 5, 2024

LaunchPad Home Group Acquires AJF Inspections

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Tax Advisory
LaunchPad Home Group Acquires AJF Inspections
February 22, 2024

Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls

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Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls
January 30, 2024

The Zero Proof Closes Series A Funding Round and Extends Its Lead in Adult Non-Alcoholic Beverages

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The Zero Proof Closes Series A Funding Round and Extends Its Lead in Adult Non-Alcoholic Beverages
January 10, 2024

Rainbow Announces $12 Million in Funding to Transform Small Business Insurance Underwriting

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Rainbow Announces $12 Million in Funding to Transform Small Business Insurance Underwriting
January 10, 2024

Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions

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Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions
January 9, 2024

Forerunner Named to Government Technology's 2024 GovTech 100 Company List

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Tax Advisory
Forerunner Named to Government Technology's 2024 GovTech 100 Company List
October 25, 2023

LegalMation Announces $15M In New Funding to Drive its Commitment to Becoming the Leading AI-Powered Litigation Support Platform Across the LegalTech and InsurTech Ecosystems

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LegalMation Announces $15M In New Funding to Drive its Commitment to Becoming the Leading AI-Powered Litigation Support Platform Across the LegalTech and InsurTech Ecosystems
September 28, 2023

Maridea Wealth Management Acquires Gagni Asset Management

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Maridea Wealth Management Acquires Gagni Asset Management
September 28, 2023

Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round

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Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round
August 15, 2023

LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium

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Tax Advisory
LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium
August 10, 2023

Tracer Nabs $18.1M to Aggregate and Normalize Business Data

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Tracer Nabs $18.1M to Aggregate and Normalize Business Data
August 7, 2023

Cordance Acquires Industrial CRM Provider WebPresented

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Tax Advisory
Cordance Acquires Industrial CRM Provider WebPresented
June 22, 2023

Nicholas Spezio, Director of Transaction Services, Joins the M&A Talk Podcast to Discuss the Challenges of Financial Due Diligence

Transaction Services
Nicholas Spezio, Director of Transaction Services, Joins the M&A Talk Podcast to Discuss the Challenges of Financial Due Diligence
June 12, 2023

Cordance Completes Acquisition of Rubber Tree Systems

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Cordance Completes Acquisition of Rubber Tree Systems
May 24, 2023

Opus Uses AI to Help Train Up Deskless Workers. Check Out the 19-Slide Pitch Deck it Used to Raise $6.8 Million.

CFO and Controllership Advisory
Opus Uses AI to Help Train Up Deskless Workers. Check Out the 19-Slide Pitch Deck it Used to Raise $6.8 Million.
April 28, 2023

Paycor to Acquire Behavioral Science-Based, Microlearning Solution, Verb

CFO and Controllership Advisory
Paycor to Acquire Behavioral Science-Based, Microlearning Solution, Verb
March 7, 2023

Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs

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Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs
January 24, 2023

Journey Clinical raises $9M to support psychedelic therapy

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Journey Clinical raises $9M to support psychedelic therapy
November 29, 2022

Neobank for Native Americans Raises Pre-Seed Funding

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Neobank for Native Americans Raises Pre-Seed Funding
November 10, 2022

Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses

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Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses
October 31, 2022

Hair Extension Brand Nourie Closed a $2.5 Million Seed Round, a Difficult Feat for Black Female Founders

CFO and Controllership Advisory
Hair Extension Brand Nourie Closed a $2.5 Million Seed Round, a Difficult Feat for Black Female Founders
August 18, 2022

Motivo Health Raises $14M Series A to Address Demand for Mental Healthcare Services

CFO and Controllership Advisory
Motivo Health Raises $14M Series A to Address Demand for Mental Healthcare Services
August 2, 2022

Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage

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Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage
July 26, 2022

Fintech Guava Raises $2.4M to Provide Banking Services to Black Small-Business Owners

CFO and Controllership Advisory
Fintech Guava Raises $2.4M to Provide Banking Services to Black Small-Business Owners
June 23, 2022

Virtual Facility Raises $9 Million Seed Round to Scale Alarm Triage Software

CFO and Controllership Advisory
Virtual Facility Raises $9 Million Seed Round to Scale Alarm Triage Software
June 8, 2022

CareAcademy Raises $20M in New Strategic Funding Led by Goldman Sachs Asset Management

CFO and Controllership Advisory
CareAcademy Raises $20M in New Strategic Funding Led by Goldman Sachs Asset Management
June 1, 2022

SurePoint Technologies Announces Acquisition of Coyote Analytics

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SurePoint Technologies Announces Acquisition of Coyote Analytics
March 21, 2022

Helcim Raises $16 Million Series A to Build the Future of Payments for Small Business

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Helcim Raises $16 Million Series A to Build the Future of Payments for Small Business
March 14, 2022

Supply Chain Firm Silq Raises $17.6 Million in Series A Funding

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Supply Chain Firm Silq Raises $17.6 Million in Series A Funding
March 1, 2022

Rupa Health Raises $20M to Bring Root Cause Medicine to the World

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Rupa Health Raises $20M to Bring Root Cause Medicine to the World
February 16, 2022

SurePoint Technologies Announces Acquisition of ContactEase CRM for Law Firms

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SurePoint Technologies Announces Acquisition of ContactEase CRM for Law Firms
January 24, 2022

Mentor Collective Raises $21M to Accelerate Mission of Bridging Equity Gaps in Higher Education

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Mentor Collective Raises $21M to Accelerate Mission of Bridging Equity Gaps in Higher Education
November 18, 2021

Achieve Partners Acquires Ro Health to Create Apprenticeships for School Health Workers

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Achieve Partners Acquires Ro Health to Create Apprenticeships for School Health Workers
September 21, 2021

New Apprenticeship Closes $2.5M Seed Funding to Solve Entry Level Tech and Diversity Hiring Gaps Backed By ECMC Group and Others

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New Apprenticeship Closes $2.5M Seed Funding to Solve Entry Level Tech and Diversity Hiring Gaps Backed By ECMC Group and Others
September 17, 2021

Journey Clinical Raises $3M to Allow Psychotherapists to Offer Psychedelic Therapies

CFO and Controllership Advisory
Journey Clinical Raises $3M to Allow Psychotherapists to Offer Psychedelic Therapies
August 19, 2021

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

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Apprenticeship Fund Announces Salesforce Investment in Cloud for Good
August 5, 2021

Avathon Capital Invests in ReUp Education to Create Better Pathways for Adult Learners

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Avathon Capital Invests in ReUp Education to Create Better Pathways for Adult Learners
May 8, 2021

Crehana Raises $70m in Series B Funding Round

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Crehana Raises $70m in Series B Funding Round
April 30, 2021

Aquiline Capital Partners-Backed Primepay Announces Acquisition of SyncHR

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Aquiline Capital Partners-Backed Primepay Announces Acquisition of SyncHR
March 30, 2021

Upswing Announces $5 Million in Series A Funding to Accelerate Connected College Experience for Nontraditional Students

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Upswing Announces $5 Million in Series A Funding to Accelerate Connected College Experience for Nontraditional Students
June 11, 2020

Boston’s CareAcademy Gets $9.5M Series A to Boost Training for Senior Care

CFO and Controllership Advisory
Boston’s CareAcademy Gets $9.5M Series A to Boost Training for Senior Care