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October 20, 2025
LaunchPad Home Group Acquires Scott Home Services and Attik Field Solutions
Transaction Services
LaunchPad Home Group Acquires Scott Home Services and Attik Field Solutions
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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
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August 18, 2025
Four of Exbo Group's Clients Named to the 2025 Inc. 5000 List
CFO and Controllership Advisory
Transaction Services
Four of Exbo Group's Clients Named to the 2025 Inc. 5000 List
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August 15, 2025
Docyt Raises $12M in Pre-Series B Funding
CFO and Controllership Advisory
Docyt Raises $12M in Pre-Series B Funding
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July 31, 2025
Nicholas Spezio Joins The Thoughtful Entrepreneur Podcast to Discuss Financial Foundations for Startups and Growing Businesses
Transaction Services
Nicholas Spezio Joins The Thoughtful Entrepreneur Podcast to Discuss Financial Foundations for Startups and Growing Businesses
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July 28, 2025
Cordance Acquires DQ Technologies
Transaction Services
Cordance Acquires DQ Technologies
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June 26, 2025
Nicholas Spezio Joins the SalesPOP! Podcast to Discuss Preparing a Business for Sale
Transaction Services
Nicholas Spezio Joins the SalesPOP! Podcast to Discuss Preparing a Business for Sale
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June 18, 2025
Supply Wisdom Announces $14 Million Funding Round
CFO and Controllership Advisory
Transaction Services
Supply Wisdom Announces $14 Million Funding Round
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June 10, 2025
Occupier Secures $16 Million Growth Investment from Unbundled Capital
CFO and Controllership Advisory
Transaction Services
Tax Advisory
Occupier Secures $16 Million Growth Investment from Unbundled Capital
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June 9, 2025
ABC Legal Expands Service Excellence with Acquisitions in Arizona and California
Transaction Services
ABC Legal Expands Service Excellence with Acquisitions in Arizona and California
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June 2, 2025
Ludus Secures $12 Million Growth Financing from Mamba Growth Equity to Accelerate Innovation for Performing Arts Organizations
Transaction Services
Ludus Secures $12 Million Growth Financing from Mamba Growth Equity to Accelerate Innovation for Performing Arts Organizations
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May 15, 2025
Building a Modern CFO Consultancy: How Kevin White Scaled Exbo Group from the Ground Up
CFO and Controllership Advisory
Building a Modern CFO Consultancy: How Kevin White Scaled Exbo Group from the Ground Up
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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
CFO and Controllership Advisory
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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March 28, 2025
Jolly Raises $16.5M Series A
CFO and Controllership Advisory
Jolly Raises $16.5M Series A
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March 27, 2025
Kevin Gwynn White Joins Get Down to Business with Scott Klein to Share His Advice for Startup Founders and CEOs
CFO and Controllership Advisory
Kevin Gwynn White Joins Get Down to Business with Scott Klein to Share His Advice for Startup Founders and CEOs
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February 27, 2025
CongruityHR Acquires Total Team Solutions
Transaction Services
CongruityHR Acquires Total Team Solutions
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February 20, 2025
Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
CFO and Controllership Advisory
Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
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February 14, 2025
BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
Transaction Services
BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
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February 13, 2025
Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
Transaction Services
Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
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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
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February 4, 2025
Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
CFO and Controllership Advisory
Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
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January 27, 2025
SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
Transaction Services
SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
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January 22, 2025
Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
CFO and Controllership Advisory
Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
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January 21, 2025
Fullsteam Acquires WineDirect’s SaaS Division
Transaction Services
Fullsteam Acquires WineDirect’s SaaS Division
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December 20, 2024
Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
Transaction Services
Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
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December 19, 2024
Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
CFO and Controllership Advisory
Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
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December 6, 2024
LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
Transaction Services
LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
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November 19, 2024
Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses
Transaction Services
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
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November 5, 2024
RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR
CFO and Controllership Advisory
RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR
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October 22, 2024
Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
CFO and Controllership Advisory
Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
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October 10, 2024
Fullscript Acquires Rupa Health
CFO and Controllership Advisory
Fullscript Acquires Rupa Health
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September 10, 2024
Exbo Group is Moving to NoHo!
CFO and Controllership Advisory
Finance Transformation
Tax Advisory
Transaction Services
Exbo Group is Moving to NoHo!
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August 13, 2024
The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal
CFO and Controllership Advisory
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
Transaction Services
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
CFO and Controllership Advisory
MedScout Secures $15M Series A Investment to Accelerate Growth
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May 23, 2024
Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
CFO and Controllership Advisory
Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
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May 20, 2024
SurePoint Technologies Acquires Leopard Solutions
Transaction Services
Tax Advisory
SurePoint Technologies Acquires Leopard Solutions

March 11, 2024
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
Transaction Services
Tax Advisory
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
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March 5, 2024
LaunchPad Home Group Acquires AJF Inspections
Transaction Services
Tax Advisory
LaunchPad Home Group Acquires AJF Inspections
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February 22, 2024
Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls
CFO and Controllership Advisory
Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls
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January 30, 2024
The Zero Proof Closes Series A Funding Round and Extends Its Lead in Adult Non-Alcoholic Beverages
CFO and Controllership Advisory
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
CFO and Controllership Advisory
Rainbow Announces $12 Million in Funding to Transform Small Business Insurance Underwriting
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January 10, 2024
Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions
Transaction Services
Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions
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January 9, 2024
Forerunner Named to Government Technology's 2024 GovTech 100 Company List
CFO and Controllership Advisory
Tax Advisory
Forerunner Named to Government Technology's 2024 GovTech 100 Company List
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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
Transaction Services
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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September 28, 2023
Maridea Wealth Management Acquires Gagni Asset Management
Transaction Services
Maridea Wealth Management Acquires Gagni Asset Management
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September 28, 2023
Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round
Transaction Services
Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round
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August 15, 2023
LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium
Transaction Services
Tax Advisory
LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium
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August 10, 2023
Tracer Nabs $18.1M to Aggregate and Normalize Business Data
CFO and Controllership Advisory
Tracer Nabs $18.1M to Aggregate and Normalize Business Data
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August 7, 2023
Cordance Acquires Industrial CRM Provider WebPresented
Transaction Services
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
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June 12, 2023
Cordance Completes Acquisition of Rubber Tree Systems
Transaction Services
Cordance Completes Acquisition of Rubber Tree Systems
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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.
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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
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March 7, 2023
Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs
Transaction Services
Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs
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January 24, 2023
Journey Clinical raises $9M to support psychedelic therapy
CFO and Controllership Advisory
Journey Clinical raises $9M to support psychedelic therapy
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November 29, 2022
Neobank for Native Americans Raises Pre-Seed Funding
CFO and Controllership Advisory
Neobank for Native Americans Raises Pre-Seed Funding
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November 10, 2022
Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses
CFO and Controllership Advisory
Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses
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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
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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
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August 2, 2022
Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage
Transaction Services
Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage
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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
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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
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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
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June 1, 2022
SurePoint Technologies Announces Acquisition of Coyote Analytics
Transaction Services
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
Transaction Services
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
CFO and Controllership Advisory
Supply Chain Firm Silq Raises $17.6 Million in Series A Funding
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March 1, 2022
Rupa Health Raises $20M to Bring Root Cause Medicine to the World
CFO and Controllership Advisory
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
Transaction Services
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
CFO and Controllership Advisory
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
Transaction Services
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
Transaction Services
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
Transaction Services
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
CFO and Controllership Advisory
Avathon Capital Invests in ReUp Education to Create Better Pathways for Adult Learners

May 8, 2021
Crehana Raises $70m in Series B Funding Round
Transaction Services
Crehana Raises $70m in Series B Funding Round

April 30, 2021
Aquiline Capital Partners-Backed Primepay Announces Acquisition of SyncHR
Transaction Services
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
CFO and Controllership Advisory
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