Technology TA-Backed MRI Software Explores Sale or IPOThe company offers integrated real estate software covering accounting, leasing and financial management functions. September 26, 2025
Private Equity Serent-Backed Studio Designer Purchases DesignDocsDesignDocs is a project financial management and accounting software provider for interior designers. April 14, 2023
Private Equity PE-Backed Mercer Advisors Buys AndesaThe target is a comprehensive wealth management firm based in Allentown, Pa. April 4, 2023
Private Equity Silversmith Capital Invests in Proven OpticsProven Optics is a financial management software company. December 6, 2022
Private Equity Mercer Global Advisors Acquires Sanford Advisory ServiceSanford is a wealth management firm that serves 1,100 clients with AUM/A of $1.1 billion. May 4, 2022