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OneDigital Buys Triad Financial Advisors September 12, 2023 Irth Capital Reportedly Pursues Take-Private of Papa John’s With Brookfield Financing Package June 18, 2026 Original Owners Reportedly Seek to Buy Back Manus From Meta June 18, 2026 SPAC Market Rebounds as Mega-IPO Pipeline Creates Alternative Route to Public Markets June 18, 2026 Alpine Investors’ Oakline Properties Buys ResidentialOne June 18, 2026 Arsenal Adds Schechter as Head of Business Development for Industrial Growth Team June 18, 2026 J.F. Lehman Backs Forged Solutions Group’s Deal for Custom Alloy Corp. June 18, 2026 Bertram-Backed Ridgeline Purchases Freedom Roofing & Construction June 18, 2026 Riverside Backs AssetIntel June 18, 2026 Avista’s EBI Buys Xstim June 18, 2026 EQT Acquires Exolaunch June 18, 2026 DWF-Backed Singlepoint Healthcare Acquires Healix June 18, 2026 Audax-Backed Belmont Medical Technologies Acquires Arcos June 18, 2026 Lennox Buys Heat Controller from Platinum Equity June 18, 2026 Keyera Acquires Remaining Stake in KAPS Pipeline from Stonepeak June 18, 2026 Deluxe Buys Celero Commerce for $625M June 18, 2026 Accenture Buys Majority Stake in Dragos and Buys runZero, NetRise June 18, 2026 PE-Backed CertifID Purchases Straylight’s CloseSimple June 18, 2026 MidFirst Bank Acquires Dallas Capital Bank June 18, 2026 Braemont Capital Adds Daniel Grinnan and Will Olson June 18, 2026 Kohlberg’s Riveron Promotes Nolletti to Co-Head of Restructuring & Turnaround Services June 18, 2026 Realize Capital Partners Closes $276.7M Realize Fund I June 18, 2026 Brenton Point Capital Partners Invests in Merit Restorations June 18, 2026 PE-Backed Waverly Advisors’ Affiliate Acquires Smithfield Trust Company June 18, 2026 Investcorp Acquires Stake in Metra June 18, 2026 Conifer Closes Debut Fund at $900M Hard Cap June 17, 2026 Clearlake Capital Closes $14.8B Fund VIII June 17, 2026 GenNx360 Capital Partners Promotes Pratik Rajeevan to Partner June 17, 2026 Flexstone Partners Acquires Glouston Capital Partners June 17, 2026 Arcline Takes AstroNova Private in $272M Deal June 17, 2026 TPG Acquires Waste Eliminator and Liberty Waste Solutions from AIP June 17, 2026 New Mountain Capital Invests in Commonwealth Associates June 17, 2026 Peak Rock’s Rochester Midland Purchases ClarityChem June 17, 2026 KKR Commits $1.4B to Altavair Partnership June 17, 2026 Trinity Hunt-Backed Allvia Acquires Smith Communication Partners June 17, 2026 Silicon Valley Acquisition Corp. 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Appoints James McEwan as Managing Director in Energy M&A June 15, 2026 Nuvei Buys Payoneer in $2.75B Take-Private Transaction June 15, 2026 Abry Partners Leads $780M CV for Centauri Health Solutions June 15, 2026 Report: Shell to Divest $1B Wind Farm Biz June 12, 2026 Big3 Basketball Merges With SPAC Graf Global June 12, 2026 Prudent Growth Purchases Scenic Square in Texas June 12, 2026 Wafra Acquires Navitas Credit for $1.9B June 12, 2026 Sleep Number Merges With Sleep Country Canada Following Chapter 11 Filing June 12, 2026 Honeywell Eyes Up to $4B in Industrial M&A June 12, 2026 Blackstone Reportedly in Deal in Talks With H&R Real Estate Investment Trust June 12, 2026 Trinity Hunt Partners-Backed Sage Surface Partners Buys International Paving Services June 12, 2026 Great Hill Partners Names Lauren Reddy as Head of People June 12, 2026 KKR Invests in Accounting and Consulting Firm Crowe June 12, 2026 Adial Pharmaceuticals Buys Azora Therapeutics June 12, 2026 Allied Industrial-Backed Liberty Waste Solutions Acquires Bill’s Trash Services June 12, 2026 Gemspring Capital-Backed AMPAM Parks Acquires Coastal Fire June 12, 2026 Data Center Power Supplier ZincFive Goes Public Through a SPAC June 11, 2026 OpenAI Acquires Ona to Expand Codex Platform June 11, 2026 Harvest Partners and A&M-Backed Med-Metrix Buys CanAide June 11, 2026 Creative Artists Agency and Integrated Media Launch Compound Creative Holdings June 11, 2026 Merck Animal Health Acquires Targan June 11, 2026 Halle Capital-Backed PassCo Makes Three Add-Ons June 11, 2026 Rox Capital Partners Acquires Interestate Threaded Products June 11, 2026 KKR Launches Helix Digital Infrastructure to Meet Growing AI Infrastructure Demand June 11, 2026 Ridgewood Infrastructure Acquires Dauntless Air June 11, 2026 OceanSound Partners Adds Ken Wolff as a Partner and Chief Legal Officer June 11, 2026 Cascadia Capital Everett Currier as Managing Director June 11, 2026 Bertram Capital-Backed Ridgeline Roofing Acquires Fremont Roofing June 11, 2026 Arcline-Backed DwyerOmega Buys Lake Shore Cryotronics June 11, 2026 Baker Tilly Acquires Anchin June 11, 2026 Premium Service Brands Acquires Wise Coatings June 11, 2026 Morgan Stanley CEO ‘Wide Awake’ to M&A Opps June 10, 2026 TDK Buys Fabric8Labs for Up to $400M to Accelerate Data Center Initiatives June 10, 2026 Warner Music Group Acquires Sureel AI June 10, 2026 Kainos Capital Acquires Super-Sod from Heartwood Partners June 10, 2026 Lewis & Clark Capital Forms AirCore Environmental June 10, 2026 Kian-Backed SPATCO Energy Solutions Makes Two Add-Ons June 10, 2026 Architect Equity Acquires Material Handling Exchange June 10, 2026 Ridgepost Capital Hires Brian McKenna as Vice President of IR June 10, 2026 Chariot Capital Group Buys Laser Clinics U.K. June 10, 2026 Platte River Partners with Tallman Equipment Company June 10, 2026 CAZ Investments Appoints Greg Grissom to Lead Sports Investing Efforts June 10, 2026 South Street Partners Purchases Crystal Springs Resort June 10, 2026 Abry Partners Invests in KaufmanIT June 10, 2026 Gemspring Capital Makes Minority Investment in Comoto June 10, 2026 Banner Capital Hires McKay Potter as Principal June 10, 2026 Nestlé Water Unit Auction Reportedly Narrows as PAI Exits Bidding June 9, 2026 OpenAI Files Confidentially for IPO June 9, 2026 Edison Partners-Backed KnowledgeLake Appoints Billy Biggs as CEO June 9, 2026 Novanta Buys Riverpoint Medical from Arlington Capital Partners June 9, 2026 CapVest-Backed Second Nature Brands to Acquire Tillamook Country Smoker June 9, 2026 PE-Backed Pye-Barker Fire & Safety Buys Fire Protection Specialists June 9, 2026 Grant Avenue’s PatientCare EMS Solutions Partners with Superior Mobile Health June 9, 2026 Man Group Holds First Close for Opportunistic Credit Fund III June 9, 2026 Barings Expands Senior Leadership Team With Brad Finkle Appointment June 9, 2026 Arlington-Backed Tyto Athene Buys Ready Support Services June 9, 2026 Wesco International Purchases Newark Engineering Group June 9, 2026 TPG Invests in Smith + Howard June 9, 2026 Achieve Partners Invests in Alchemy June 9, 2026 Clearlake Capital Completes Deal for Pathway Capital Management June 9, 2026 Estancia Capital Closes Oversubscribed Fund III at $367M June 9, 2026 EQT Appoints Gustav Segerberg as CFO June 9, 2026 Prairie Capital Advisors Promotes Wendy Gugora to CMO June 8, 2026 TSG Consumer-Backed Cadogan Tate Purchases Fully Loaded Deliveries June 8, 2026 Future Standard Closes $3B PA Secondary Fund V June 8, 2026 Inflection Point to Take Quantum Space Public in $1.B SPAC Merger June 8, 2026 United Airlines Rules Out Major Airline M&A June 8, 2026 Morgan & Morgan Reportedly Explores Minority Stake Sale June 8, 2026 Blackstone Considers $2B+ Sale of Private Fund Stakes Through Securitization June 8, 2026 Carr’s Hill Partners Acquires OMNI June 8, 2026 Bain Capital Buys Majority Stake in FDH Aero June 8, 2026 Johnson & Johnson Buys Firefly Bio for $1B June 8, 2026 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Transaction June 5, 2026 HPS Becomes Majority Owner of Discovery Behavioral Health June 5, 2026 Lantern Acquires Freyda June 4, 2026 EIP Backs Guardian Infrastructure Services’ Acquisition of E2 Consulting Engineers June 4, 2026 Iron Oak Energy Solutions Purchases Signal Peak Silica June 4, 2026 White Wolf Hybrid Capital Invests in AccuCast June 4, 2026 Tiderock Companies Purchases Arcata Global June 4, 2026 Pathstone Combines with Mill Creek Capital Advisors June 4, 2026 Cloudflare Buys VoidZero June 4, 2026 Brown Brothers Harriman Adds Darrell Holley June 4, 2026 Blackstone Sells Colorado Gas-Fired Power Plants to TransAlta June 4, 2026 AE Industrial-Backed ATC Group Acquires Aero Controls June 4, 2026 Palantir Technologies Launches Fund Formation Platform with Kirkland & Ellis June 4, 2026 Halstatt Acquires Cypress Run Multifamily Community in Orlando June 4, 2026 WestView Capital Partners Makes Minority Investment in Helio Health Group June 4, 2026 Houlihan Lokey Adds Krug von Nidda to Expand GP-Led Secondaries Advisory Capabilities June 4, 2026 Brand Velocity Group Acquires RCX Sports from Raine Partners June 4, 2026 Warren Equity Partners Purchases USG Water Solutions from Turnspire June 4, 2026 Crescent Closes $10.8B Direct Lending Fund June 3, 2026 Verix Equity Partners Launches National Security-Focused PE Firm June 3, 2026 PSG Invests in Dockwa June 3, 2026 Backcast Partners Backs Guardian Fleet Services Investment June 3, 2026 Hellman & Friedman Purchases PE-Backed Hyve Group June 3, 2026 PE-Backed Waverly Advisors Buys WealthPlans and Cooley & Associates June 3, 2026 Sixth Street Invests Over $1B in Kpler June 3, 2026 Sheridan Capital Partners Invests in Tres Health June 3, 2026 CORA Group Purchases Finastra’s U.S. Mid-Market Banking Business June 3, 2026 Walter Capital Management Backs Evovest June 3, 2026 Cascadia Capital Launches Restructuring & Special Situations Practice June 3, 2026 RBC Wealth Management Adds Joshua Wright to Lead New Hampshire Branches June 3, 2026 Configure Partners Launches Private Capital Advisory Team June 3, 2026 BayPine-Backed Harbor Acquires CE Global Partners June 3, 2026 Littlejohn & Co. Purchases Milrose Consultants from Southfield Capital June 3, 2026 Revelstoke Capital Partners Launches Revelstoke Frontier June 3, 2026 MBK Partners Buys ALTEMIRA from Apollo June 3, 2026 PAI Partners Acquires Majority Stake in Arlettie June 3, 2026 Wellington Management Buys Hartford Funds from The Hartford June 3, 2026 AIP-Backed Liberty Waste Solutions Acquires M&M Garbage Disposal June 3, 2026 RFE-Backed LaunchPad Purchases Pro-Spect Inspection Services June 2, 2026 LLR Partners Invests in AxisCare June 2, 2026 Stellex-Backed RTC Aerospace Acquires Automatic Products June 2, 2026 Piper Sandler Appoints Parker and Griffin to Lead Services & Industrials Investment Banking June 2, 2026 Report: Musk’s SpaceX Targets $75B IPO at $1.75T Valuation June 2, 2026
Private EquityFinancial services
OneDigital Buys Triad Financial Advisors
September 12, 2023 | Cassidy Cavanagh |

Triad Financial Advisors is a wealth management firm based in Greensboro, N.C.

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