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The diligence, advisory work, and operating perspective behind deals and fundraising associated with growing companies.

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Deal Announcement
September 14, 2026

Optima Partners Acquires Trifecta Advisory Group, Establishing One of the Largest Regulatory Consulting Firms in Abu Dhabi Global Market

Transaction Services
Tax Advisory
Company News
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Deal Announcement
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CFO and Controllership Advisory
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Transaction Services
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Finance Transformation
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Showing 27 articles

Deal Announcement
September 9, 2026

Pathlight Learning Acquires Four Omaha Primrose Schools, Setting a Path to 18 Schools Across Six Markets

Transaction Services
transaction-services
Tax Advisory
tax-advisory
Pathlight Learning Acquires Four Omaha Primrose Schools, Setting a Path to 18 Schools Across Six Markets
deal-announcements
Media / Podcast
September 8, 2026

Kevin White Joins The Principal Podcast to Discuss Building a High-Growth Professional Services Firm

CFO and Controllership Advisory
cfo-controllership-advisory
Kevin White Joins The Principal Podcast to Discuss Building a High-Growth Professional Services Firm
media-podcast
Deal Announcement
September 1, 2026

Maridea Wealth Management Acquires Pultro Financial Management, Establishing First Pennsylvania Presence

Transaction Services
transaction-services
Maridea Wealth Management Acquires Pultro Financial Management, Establishing First Pennsylvania Presence
deal-announcements
Deal Announcement
August 31, 2026

Growth Catalyst Partners Invests in HoneyQuote to Scale Coastal Insurance Platform

Transaction Services
transaction-services
Tax Advisory
tax-advisory
Growth Catalyst Partners Invests in HoneyQuote to Scale Coastal Insurance Platform
deal-announcements
Company News
August 25, 2026

Scaling Infusion Care: How Exbo Group Supported Uptiv Health's Metro Detroit Expansion

CFO and Controllership Advisory
cfo-controllership-advisory
Tax Advisory
tax-advisory
Scaling Infusion Care: How Exbo Group Supported Uptiv Health's Metro Detroit Expansion
company-news
Deal Announcement
August 17, 2026

Maridea Wealth Management Acquires Park Ridge Financial, Deepening Chicago Presence

Transaction Services
transaction-services
Maridea Wealth Management Acquires Park Ridge Financial, Deepening Chicago Presence
deal-announcements
Media / Podcast
July 13, 2026

Organized Financial Data, Before the LOI: Exbo Group and Crunchafi

Transaction Services
transaction-services
Organized Financial Data, Before the LOI: Exbo Group and Crunchafi
media-podcast
Deal Announcement
July 6, 2026

Everfield to Acquire Genero, Marking Its First Deal in Sweden

Transaction Services
transaction-services
Everfield to Acquire Genero, Marking Its First Deal in Sweden
deal-announcements
Deal Announcement
June 25, 2026

Aquiline Leads $20M Series A Investment in Upside

Transaction Services
transaction-services
Aquiline Leads $20M Series A Investment in Upside
deal-announcements
Deal Announcement
June 24, 2026

MSCI Acquires First Street, Enhancing Physical Climate Risk Capabilities

Transaction Services
transaction-services
CFO and Controllership Advisory
cfo-controllership-advisory
MSCI Acquires First Street, Enhancing Physical Climate Risk Capabilities
deal-announcements
Deal Announcement
June 22, 2026

Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice

Transaction Services
transaction-services
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
deal-announcements
Company News
June 16, 2026

Bland Raises $50 Million Series C, Surpassing $100 Million Raised

CFO and Controllership Advisory
cfo-controllership-advisory
Bland Raises $50 Million Series C, Surpassing $100 Million Raised
company-news
Deal Announcement
April 13, 2026

Everfield Acquires Amero, a Danish Software Leader in Specialty Retail

Transaction Services
transaction-services
Everfield Acquires Amero, a Danish Software Leader in Specialty Retail
deal-announcements
Deal Announcement
April 1, 2026

CoreStack Acquires BetterCloud, Establishing a Unified Agentic Governance OS Across Cloud, SaaS, and AI

CFO and Controllership Advisory
cfo-controllership-advisory
CoreStack Acquires BetterCloud, Establishing a Unified Agentic Governance OS Across Cloud, SaaS, and AI
deal-announcements
Deal Announcement
March 19, 2026

Cordance Expands Industrial Software Portfolio with Strategic Investment in Royal 4

Transaction Services
transaction-services
Cordance Expands Industrial Software Portfolio with Strategic Investment in Royal 4
deal-announcements
Deal Announcement
March 18, 2026

Maridea Wealth Management Acquires Chichester Financial Group, Expanding Phoenix Presence

Transaction Services
transaction-services
Maridea Wealth Management Acquires Chichester Financial Group, Expanding Phoenix Presence
deal-announcements
Deal Announcement
March 12, 2026

Translucent AI Raises $27M Series A Led by GV

CFO and Controllership Advisory
cfo-controllership-advisory
Translucent AI Raises $27M Series A Led by GV
deal-announcements
Deal Announcement
March 12, 2026

Cordance Joins Forces with pearldive, Bringing AI-Native Workflow Automation Tools to Secondhand Retail Operators

Transaction Services
transaction-services
Cordance Joins Forces with pearldive, Bringing AI-Native Workflow Automation Tools to Secondhand Retail Operators
deal-announcements
Deal Announcement
March 4, 2026

Opus Training Raises Series B to Scale AI-Powered Training and Operations for the Frontline Workforce

CFO and Controllership Advisory
cfo-controllership-advisory
Opus Training Raises Series B to Scale AI-Powered Training and Operations for the Frontline Workforce
deal-announcements
Deal Announcement
February 26, 2026

Confido Raises $9 Million to Scale Embedded Financial Infrastructure for Law Firms and LegalTech Platforms

CFO and Controllership Advisory
cfo-controllership-advisory
Confido Raises $9 Million to Scale Embedded Financial Infrastructure for Law Firms and LegalTech Platforms
deal-announcements
Deal Announcement
February 24, 2026

MedScout Closes a $10M Growth Round Led by Fulcrum Equity Partners

CFO and Controllership Advisory
cfo-controllership-advisory
MedScout Closes a $10M Growth Round Led by Fulcrum Equity Partners
deal-announcements
Deal Announcement
February 11, 2026

Everfield Acquires 1Check, a French Workforce Management Software Provider

Transaction Services
transaction-services
Everfield Acquires 1Check, a French Workforce Management Software Provider
deal-announcements
Deal Announcement
January 23, 2026

Everfield Acquires Denmark-Based HeapsGo

Transaction Services
transaction-services
Everfield Acquires Denmark-Based HeapsGo
deal-announcements
Deal Announcement
January 16, 2026

Atomic Invest Acquires Groene Hart Financial Diensten to Expand Across Europe

Transaction Services
transaction-services
Atomic Invest Acquires Groene Hart Financial Diensten to Expand Across Europe
deal-announcements

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