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Jolly Raises $16.5M Series A
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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
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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
March 28, 2025
Jolly Raises $16.5M Series A
CFO and Controllership Advisory
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
February 27, 2025
CongruityHR Acquires Total Team Solutions
Transaction Services
February 20, 2025
Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
CFO and Controllership Advisory
February 14, 2025
BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
Transaction Services
February 13, 2025
Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
Transaction Services
February 4, 2025
Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
CFO and Controllership Advisory
January 27, 2025
SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
Transaction Services
January 22, 2025
Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
CFO and Controllership Advisory
January 21, 2025
Fullsteam Acquires WineDirect’s SaaS Division
Transaction Services
December 20, 2024
Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
Transaction Services
December 19, 2024
Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
CFO and Controllership Advisory
December 6, 2024
LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
Transaction Services
November 19, 2024
Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses
Transaction Services
November 12, 2024
Fort Health Raises $5.5M, Expands into 2 States
CFO and Controllership Advisory
October 22, 2024
Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
CFO and Controllership Advisory
October 10, 2024
Fullscript Acquires Rupa Health
CFO and Controllership Advisory
September 10, 2024
Exbo Group is Moving to NoHo!
CFO and Controllership Advisory
August 13, 2024
The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal
Transaction Services
August 12, 2024
Nicholas Spezio Joins The Exit Plan Podcast to Discuss the Timing and Considerations of Selling a Business
Transaction Services
August 1, 2024
MedScout Secures $15M Series A Investment to Accelerate Growth
CFO and Controllership Advisory
May 23, 2024
Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
CFO and Controllership Advisory
May 20, 2024
SurePoint Technologies Acquires Leopard Solutions
Transaction Services
March 11, 2024
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
Transaction Services
March 5, 2024
LaunchPad Home Group Acquires AJF Inspections
Transaction Services
February 22, 2024
Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls
CFO and Controllership Advisory
January 30, 2024
The Zero Proof Closes Series A Funding Round and Extends Its Lead in Adult Non-Alcoholic Beverages
CFO and Controllership Advisory
January 10, 2024
Rainbow Announces $12 Million in Funding to Transform Small Business Insurance Underwriting
CFO and Controllership Advisory
January 10, 2024
Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions
Transaction Services
January 9, 2024
Forerunner Named to Government Technology's 2024 GovTech 100 Company List
CFO and Controllership Advisory
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
September 28, 2023
Maridea Wealth Management Acquires Gagni Asset Management
Transaction Services
September 28, 2023
Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round
Transaction Services
August 15, 2023
LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium
Transaction Services
August 10, 2023
Tracer Nabs $18.1M to Aggregate and Normalize Business Data
CFO and Controllership Advisory
August 7, 2023
Cordance Acquires Industrial CRM Provider WebPresented
Transaction Services
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
June 12, 2023
Cordance Completes Acquisition of Rubber Tree Systems
Transaction Services
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
April 28, 2023
Paycor to Acquire Behavioral Science-Based, Microlearning Solution, Verb
CFO and Controllership Advisory
March 7, 2023
Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs
Transaction Services
January 24, 2023
Journey Clinical raises $9M to support psychedelic therapy
CFO and Controllership Advisory
November 29, 2022
Neobank for Native Americans Raises Pre-Seed Funding
CFO and Controllership Advisory
November 10, 2022
Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses
CFO and Controllership Advisory
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
August 18, 2022
Motivo Health Raises $14M Series A to Address Demand for Mental Healthcare Services
CFO and Controllership Advisory
August 2, 2022
Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage
Transaction Services
July 26, 2022
Fintech Guava Raises $2.4M to Provide Banking Services to Black Small-Business Owners
CFO and Controllership Advisory
June 23, 2022
Virtual Facility Raises $9 Million Seed Round to Scale Alarm Triage Software
CFO and Controllership Advisory
June 8, 2022
CareAcademy Raises $20M in New Strategic Funding Led by Goldman Sachs Asset Management
CFO and Controllership Advisory
June 1, 2022
SurePoint Technologies Announces Acquisition of Coyote Analytics
Transaction Services
March 21, 2022
Helcim Raises $16 Million Series A to Build the Future of Payments for Small Business
Transaction Services
March 14, 2022
Supply Chain Firm Silq Raises $17.6 Million in Series A Funding
CFO and Controllership Advisory
March 1, 2022
Rupa Health Raises $20M to Bring Root Cause Medicine to the World
CFO and Controllership Advisory
February 16, 2022
SurePoint Technologies Announces Acquisition of ContactEase CRM for Law Firms
Transaction Services
January 24, 2022
Mentor Collective Raises $21M to Accelerate Mission of Bridging Equity Gaps in Higher Education
CFO and Controllership Advisory
November 18, 2021
Achieve Partners Acquires Ro Health to Create Apprenticeships for School Health Workers
Transaction Services
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
September 17, 2021
Journey Clinical Raises $3M to Allow Psychotherapists to Offer Psychedelic Therapies
CFO and Controllership Advisory
August 19, 2021
Apprenticeship Fund Announces Salesforce Investment in Cloud for Good
Transaction Services
August 5, 2021
Avathon Capital Invests in ReUp Education to Create Better Pathways for Adult Learners
CFO and Controllership Advisory
May 8, 2021
Crehana Raises $70m in Series B Funding Round
Transaction Services
April 30, 2021
Aquiline Capital Partners-Backed Primepay Announces Acquisition of SyncHR
Transaction Services
March 30, 2021
Upswing Announces $5 Million in Series A Funding to Accelerate Connected College Experience for Nontraditional Students
CFO and Controllership Advisory
June 11, 2020
Boston’s CareAcademy Gets $9.5M Series A to Boost Training for Senior Care
CFO and Controllership Advisory
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