Financial Services

Private equity firms are increasingly creating businesses alongside management teams instead of waiting for mature companies to come to market.

September 1, 2026

A slowdown in large insurance brokerage deals may be masking a much deeper pipeline of small-agency acquisitions.

August 25, 2026

Smaller RIA owners increasingly want a larger share of the value sponsors expect to create after closing.

August 4, 2026

During diligence, Ethos’ partners worked closely with management to map specific digital transformation opportunities.

May 4, 2026

The Richardson, Texas-based firm’s affiliated financial professionals oversee approximately $550 million in client assets.

September 29, 2026

RevTrak provides digital payment technology to more than 13,000 schools nationwide.

September 28, 2026

Bates & Company is a Winter Park, Fla.-based retirement plan administration and consulting firm.

September 25, 2026

LaPlaca Insurance is a Chalfont, Pa.-based insurance agency.

September 25, 2026

Marygold is a holding company whose operations include financial services and fund management.

September 25, 2026

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