Private Equity Bluewater-Backed FOX Innovation & Technologies Buys SSESirio Solutions Engineering has nearly 40 years of engineering history and client service expertise. April 30, 2025
Private Equity Apollo, Motive Partners Launch Lyra Client SolutionsLyra delivers technology and operations capabilities that aim to improve efficiency and client experience. March 7, 2025
Business Services Omnicom Buys Renovus-Backed LeapPointThe acquisition builds on Omnicom's existing partnership with Adobe. October 2, 2024
Private Equity Crestview Partners Backs Modern Wealth ManagementThe firm's client experience will be guided by a team such as CFPs, tax planners, risk managers, CFAs, estate planners and others. April 5, 2023