Deal Announcement
September 14, 2026
Optima Partners Acquires Trifecta Advisory Group, Establishing One of the Largest Regulatory Consulting Firms in Abu Dhabi Global Market
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The diligence, advisory work, and operating perspective behind deals and fundraising associated with growing companies.
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Optima Partners Acquires Trifecta Advisory Group, Establishing One of the Largest Regulatory Consulting Firms in Abu Dhabi Global Market
deal-announcements
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Deal Announcement
September 9, 2026
Pathlight Learning Acquires Four Omaha Primrose Schools, Setting a Path to 18 Schools Across Six Markets
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Tax Advisory
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Pathlight Learning Acquires Four Omaha Primrose Schools, Setting a Path to 18 Schools Across Six Markets
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Media / Podcast
September 8, 2026
Kevin White Joins The Principal Podcast to Discuss Building a High-Growth Professional Services Firm
CFO and Controllership Advisory
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Kevin White Joins The Principal Podcast to Discuss Building a High-Growth Professional Services Firm
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Deal Announcement
September 1, 2026
Maridea Wealth Management Acquires Pultro Financial Management, Establishing First Pennsylvania Presence
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Maridea Wealth Management Acquires Pultro Financial Management, Establishing First Pennsylvania Presence
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Deal Announcement
August 31, 2026
Growth Catalyst Partners Invests in HoneyQuote to Scale Coastal Insurance Platform
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Tax Advisory
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Growth Catalyst Partners Invests in HoneyQuote to Scale Coastal Insurance Platform
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Company News
August 25, 2026
Scaling Infusion Care: How Exbo Group Supported Uptiv Health's Metro Detroit Expansion
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Tax Advisory
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Scaling Infusion Care: How Exbo Group Supported Uptiv Health's Metro Detroit Expansion
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Deal Announcement
August 17, 2026
Maridea Wealth Management Acquires Park Ridge Financial, Deepening Chicago Presence
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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
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Organized Financial Data, Before the LOI: Exbo Group and Crunchafi
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Deal Announcement
July 6, 2026
Everfield to Acquire Genero, Marking Its First Deal in Sweden
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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
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Aquiline Leads $20M Series A Investment in Upside
deal-announcements
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Deal Announcement
June 24, 2026
MSCI Acquires First Street, Enhancing Physical Climate Risk Capabilities
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MSCI Acquires First Street, Enhancing Physical Climate Risk Capabilities
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Deal Announcement
June 22, 2026
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
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Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
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Company News
June 16, 2026
Bland Raises $50 Million Series C, Surpassing $100 Million Raised
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Bland Raises $50 Million Series C, Surpassing $100 Million Raised
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Deal Announcement
April 13, 2026
Everfield Acquires Amero, a Danish Software Leader in Specialty Retail
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Everfield Acquires Amero, a Danish Software Leader in Specialty Retail
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Deal Announcement
April 1, 2026
CoreStack Acquires BetterCloud, Establishing a Unified Agentic Governance OS Across Cloud, SaaS, and AI
CFO and Controllership Advisory
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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
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Cordance Expands Industrial Software Portfolio with Strategic Investment in Royal 4
deal-announcements
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Deal Announcement
March 18, 2026
Maridea Wealth Management Acquires Chichester Financial Group, Expanding Phoenix Presence
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Maridea Wealth Management Acquires Chichester Financial Group, Expanding Phoenix Presence
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Deal Announcement
March 12, 2026
Translucent AI Raises $27M Series A Led by GV
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Translucent AI Raises $27M Series A Led by GV
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Deal Announcement
March 12, 2026
Cordance Joins Forces with pearldive, Bringing AI-Native Workflow Automation Tools to Secondhand Retail Operators
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Cordance Joins Forces with pearldive, Bringing AI-Native Workflow Automation Tools to Secondhand Retail Operators
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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
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Opus Training Raises Series B to Scale AI-Powered Training and Operations for the Frontline Workforce
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Deal Announcement
February 26, 2026
Confido Raises $9 Million to Scale Embedded Financial Infrastructure for Law Firms and LegalTech Platforms
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Confido Raises $9 Million to Scale Embedded Financial Infrastructure for Law Firms and LegalTech Platforms
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Deal Announcement
February 24, 2026
MedScout Closes a $10M Growth Round Led by Fulcrum Equity Partners
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MedScout Closes a $10M Growth Round Led by Fulcrum Equity Partners
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Deal Announcement
February 11, 2026
Everfield Acquires 1Check, a French Workforce Management Software Provider
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Everfield Acquires 1Check, a French Workforce Management Software Provider
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Deal Announcement
January 23, 2026
Everfield Acquires Denmark-Based HeapsGo
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Everfield Acquires Denmark-Based HeapsGo
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