Merger & Acquisition News

LAWRENCEVILLE, Ga.--(BUSINESS WIRE)--ASA Safety Supply (“ASA Safety”), a portfolio company of Trivest Partners LP (“Trivest”), today announced the acquisition of Indiana Safety & Supply (“ISS”). Based in Washington, Indiana, Indiana Safety & Supply is a well-established distributor specializing in personal protective equipment (PPE) and facility safety products. The company serves customers throughout Indiana and surrounding states. Kevin Bush and his team have built a strong organizati...

SAN FRANCISCO--(BUSINESS WIRE)--Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks the launch of Carta CRM, a major expansion of the Carta ERP that further unifies front-to-back office workflows for the private markets. Private equity and venture capital firms have long operated in a fragmented way, keeping relationship context in siloed CRMs while f...

ROCKFORD, Ill.--(BUSINESS WIRE)--Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn, and Rockland. The partnership, Savant’s largest, brings together two majority employee-owned firms and expands Savant’s existing footprint in Massachusetts, where it already operates an office in Wellesley. Sava...

DUBLIN, Ohio & DENVER, Colo.--(BUSINESS WIRE)--Quantum Health, the leading healthcare navigation company, today announced it has acquired CirrusMD, a premier on-demand virtual care company. The acquisition brings together navigation and physician-led virtual care to drive more immediate care integration and stronger outcomes for members across their healthcare journey. This acquisition builds on Quantum Health’s recent momentum expanding clinically-validated provider steerage through Embold Hea...

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI) is enhancing its index calculation capabilities in alternative and multi-asset classes, including commodities and cryptocurrencies, through the acquisition of index services provider, Compass Financial Technologies. The integration of Compass builds upon MSCI’s long-established roots in index innovation across public and private assets and will extend its reach across asset classes to meet growing investor demand for sophisticated, customized an...

SUNNYVALE, Calif.--(BUSINESS WIRE)--Knightscope, Inc. (NASDAQ: KSCP), the security technology company building the nation’s first Autonomous Security Force, today announced it has completed the acquisition of Event Risk LLC (“Event Risk”), a nationwide provider of armed and unarmed security guarding services and executive protection. Traditional guarding firms typically lack proprietary autonomous robotics and AI orchestration platforms, while technology-only vendors typically lack licensed phy...

LEXINGTON, Ky.--(BUSINESS WIRE)--MCF Advisors (“MCF”), a Kentucky-based registered investment adviser (“RIA”) serving families, business owners, and retirement plan sponsors, announced today that it has acquired Wealth Planning Corporation (“WPC”), a Cincinnati-based wealth management firm overseeing approximately $617 million in assets under management (“AUM”). The acquisition marks MCF’s expansion in the Greater Cincinnati market, further extending the firm’s regional footprint. WPC is known...

NEW YORK--(BUSINESS WIRE)--Eldridge Diversified Credit, the private, liquid, and asset-based credit investment strategy of Eldridge Capital Management (“Eldridge”), today announced the closing of a $120 million term loan facility with Kansas City-based Scrap Management Industries (“SMI”). The facility supports SMI’s acquisition of Allmetal Recycling and its network of 10 locations across Kansas. With this significant combination, SMI will operate five shredders across 19 yards in three primary...

NEW YORK--(BUSINESS WIRE)--Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that it has acquired BlueSky Wealth Advisors, LLC (“BlueSky”) a New Bern, N.C.,-based RIA with $1 billion in assets under management (“AUM”). Founded in 1999, BlueSky is a fee-only, independent financial advisory firm that provides a highly personalized blend of investment management and comprehensive financial planning with the goal of helping clients develop tax m...

BARCELONA, Spain--(BUSINESS WIRE)--Accenture has entered into an agreement to acquire Ookla....