Financial services Atlas Partners Invests in PE-Backed Mercer AdvisorsMercer Advisors is a national fiduciary wealth management firm offering a family office for families. June 7, 2023
Private Equity Monomoy Capital Partners Buys Japs-OlsonJaps-Olson is a family-owned direct mail marketing services company. June 6, 2023
Financial services PE-Backed Mercer Advisors Purchases RMR Wealth AdvisorsRMR is a wealth management firm located in Madison, Wis. June 5, 2023
Private Equity Nexa Equity-Backed Storewise Buys MarginMaxMarginMax is a software company that helps independent grocers manage direct store delivery and wholesaler items through cloud-based applications. June 5, 2023
Private Equity Warburg Pincus Invests in Great Hill-Backed Pareto HealthPareto Health Inc. is an employee benefits platform. June 5, 2023
Private Equity GCP-Backed GovExec Buys ATARCATARC is a non-profit organization that works to facilitate collaboration between government, industry and academia. June 2, 2023
Private Equity Morgan Stanley PE Secondaries, Clairvest Invest in Top AcesTop Aces provides adversary air and joint terminal attack controller training to the armed forces of the U.S., Canada, Germany and other NATO allies. June 2, 2023
Technology Capital One Buys Concierge App Offering Dolomite Skiing, Sperm Whale SwimmingThe deal gives Capital One a global platform focused on luxury travel, entertainment, shopping and dining. June 1, 2023