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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

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Deal Announcement
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Showing 27 articles

Deal Announcement
February 22, 2024

Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls

CFO and Controllership Advisory
cfo-controllership-advisory
Goldman Sachs Invests in Data Center Energy Management Integrator Divcon Controls
deal-announcements
Deal Announcement
January 30, 2024

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

CFO and Controllership Advisory
cfo-controllership-advisory
The Zero Proof Closes Series A Funding Round and Extends Its Lead in Adult Non-Alcoholic Beverages
deal-announcements
Deal Announcement
January 10, 2024

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

CFO and Controllership Advisory
cfo-controllership-advisory
Rainbow Announces $12 Million in Funding to Transform Small Business Insurance Underwriting
deal-announcements
Deal Announcement
January 10, 2024

Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions

Transaction Services
transaction-services
Elentra Acquires Skyfactor Benchworks, Expanding its Portfolio of Educational Solutions
deal-announcements
Company News
January 9, 2024

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

CFO and Controllership Advisory
cfo-controllership-advisory
Tax Advisory
tax-advisory
Forerunner Named to Government Technology's 2024 GovTech 100 Company List
company-news
Deal Announcement
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
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
deal-announcements
Deal Announcement
September 28, 2023

Maridea Wealth Management Acquires Gagni Asset Management

Transaction Services
transaction-services
Maridea Wealth Management Acquires Gagni Asset Management
deal-announcements
Deal Announcement
September 28, 2023

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

Transaction Services
transaction-services
Pivot Investment Partners Leads Traydstream’s $21 Million Series B Round
deal-announcements
Deal Announcement
August 15, 2023

LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium

Transaction Services
transaction-services
Tax Advisory
tax-advisory
LaunchPad Home Group Acquires Axium Inspections and ListingPro by Axium
deal-announcements
Deal Announcement
August 10, 2023

Tracer Nabs $18.1M to Aggregate and Normalize Business Data

CFO and Controllership Advisory
cfo-controllership-advisory
Tracer Nabs $18.1M to Aggregate and Normalize Business Data
deal-announcements
Deal Announcement
August 7, 2023

Cordance Acquires Industrial CRM Provider WebPresented

Transaction Services
transaction-services
Tax Advisory
tax-advisory
Cordance Acquires Industrial CRM Provider WebPresented
deal-announcements
Media / Podcast
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
transaction-services
Nicholas Spezio, Director of Transaction Services, Joins the M&A Talk Podcast to Discuss the Challenges of Financial Due Diligence
media-podcast
Deal Announcement
June 12, 2023

Cordance Completes Acquisition of Rubber Tree Systems

Transaction Services
transaction-services
Cordance Completes Acquisition of Rubber Tree Systems
deal-announcements
Deal Announcement
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
cfo-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.
deal-announcements
Deal Announcement
April 28, 2023

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

CFO and Controllership Advisory
cfo-controllership-advisory
Paycor to Acquire Behavioral Science-Based, Microlearning Solution, Verb
deal-announcements
Deal Announcement
March 7, 2023

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

Transaction Services
transaction-services
Cordance Completes Acquisition of Neatoscan, Inc.; Joining Forces with Upright Labs
deal-announcements
Deal Announcement
January 24, 2023

Journey Clinical raises $9M to support psychedelic therapy

CFO and Controllership Advisory
cfo-controllership-advisory
Journey Clinical raises $9M to support psychedelic therapy
deal-announcements
Deal Announcement
November 29, 2022

Neobank for Native Americans Raises Pre-Seed Funding

CFO and Controllership Advisory
cfo-controllership-advisory
Neobank for Native Americans Raises Pre-Seed Funding
deal-announcements
Company News
November 10, 2022

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

CFO and Controllership Advisory
cfo-controllership-advisory
Cosmo Prof Launches New Platform Enabling Stylists to Build More Profitable Businesses
company-news
Deal Announcement
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
cfo-controllership-advisory
Hair Extension Brand Nourie Closed a $2.5 Million Seed Round, a Difficult Feat for Black Female Founders
deal-announcements
Deal Announcement
August 18, 2022

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

CFO and Controllership Advisory
cfo-controllership-advisory
Motivo Health Raises $14M Series A to Address Demand for Mental Healthcare Services
deal-announcements
Deal Announcement
August 2, 2022

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

CFO and Controllership Advisory
cfo-controllership-advisory
Achieve Partners’ Latest Workforce Investment Takes Aim at Workday Skills Shortage
deal-announcements
Deal Announcement
July 26, 2022

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

CFO and Controllership Advisory
cfo-controllership-advisory
Fintech Guava Raises $2.4M to Provide Banking Services to Black Small-Business Owners
deal-announcements
Deal Announcement
June 23, 2022

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

CFO and Controllership Advisory
cfo-controllership-advisory
Virtual Facility Raises $9 Million Seed Round to Scale Alarm Triage Software
deal-announcements

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