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
Private Equity BlackLine Acquires FourQ SystemsBuilt by F&A and tax experts, FourQ allows customers to increase their operational productivity and efficiency. January 28, 2022
Private Equity FNB Merges with Howard BancorpFNB will have approximately $42 billion in total assets, $27 billion in total loans and $33 billion in total deposits. January 24, 2022
Private Equity Rocket Companies Acquires TrubillThe purchase is a step closer to Rocket's goal of creating a centralized destination for consumer financial management. December 20, 2021
Private Equity Mercer Advisors Buys ACG Wealth, IncACG offers wealth management services to high-net-worth individuals, families and their businesses. November 2, 2021