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Acquisitions

PE-backed Mercer Advisors acquires Quest Capital Management

Registered Investment Advisor (RIA) Mercer Global Advisors, which is majority owned by Oak Hill Capital and Genstar Capital, has acquired Quest Capital Management, a wealth management firm located in Dallas, Texas.  Quest serves approximately 660 clients with assets under management (AUM) of approximately USD1.5 billion. Quest was founded in 1987

STRAT7 acquires Incite

STRAT7, a marketing and customer analytics consultancy, has acquired Incite. The acquisition marks another important milestone in the development of STRAT7 and further enhances its global strategic insight and consulting offer, less than a year after the acquisition of cultural trend specialists, Crowd DNA. Incite, formerly part of Kin +

WILsquare Capital acquires Rock Energy Systems

WILsquare Capital, a St Louis-based private equity firm, has completed the acquisition of Rock Energy Systems, LLC, a market leading designer, manufacturer and distributor of highly engineered heating and air movement solutions located in Janesville, WI.  Terms of the transaction have not been disclosed. “My management team and I are

Intriva Capital backs specialist care provider Sequence Care Group

Intriva Capital, an independent alternative asset manager, has acquired Sequence Care Group (Sequence), a provider of high-quality specialist care services that enable adults with complex learning disabilities to live richer, happier lives.  Sequence’s highly experienced management team will roll their investment alongside Intriva, to continue to drive high-quality care outcomes

California Tacos to acquire OnPlate mobile app

California Tacos is to acquire OnPlate, a mobile app technology company. California Tacos owns and operates California Tacos Fast-Casual restaurants, Bandito Hot Sauce, and Bag-it-to-go Mobile app technology. Upon the closing of the transaction, scheduled for 27 October, 2021, California Tacos will merge Bag-it-to go mobile app technology with OnPlate

Conexiom secures USD130m growth investment from Warburg Pincus

Conexiom, a SaaS provider of sales order and invoice automation solutions, has secured a USD130 million growth investment from Warburg Pincus.  Warburg Pincus is joining existing investors Luminate Capital, who retains a majority stake, and ICONIQ Growth. Conexiom’s platform delivers touchless AP and Sales Order processing capabilities to manufacturers and

Rolls-Royce to sell ITP Aero to Bain Capital in EUR1.7bn deal

Rolls-Royce is to sell 100 per cent of ITP Aero to Bain Capital Private Equity, a consortium of investors, for approximately EUR1.7 billion. The consortium includes interests to be held by Spanish co-investors SAPA and JB Capital. The proposed sale is a key element of Rolls-Royce’s disposal programme, announced on

Alvarez & Marsal Capital Partners acquires of Worldwise

Alvarez & Marsal Capital Partners (A&M Capital), a middle-market private equity investment fund that is part of the A&M Capital platform, together with A&M Capital Opportunities Fund, an affiliated fund, has acquired Worldwise, Inc, a provider of pet supplies and pet essentials. Worldwise offers retailers a complete, branded one-stop-shop solution

Pilot Freight Service acquires franchise locations in strategic markets

Pilot Freight Services (Pilot), a worldwide transportation and logistics services provider has acquired franchise stations in strategic markets in the Pacific Northwest and Oklahoma.  The franchises will be seamlessly integrated into Pilot’s corporate organisation with no disruption in service offerings or senior management. The franchises, located in Idaho, Oregon, Washington,

PE-backed Mercer Advisors acquires Miller Advisors

Mercer Global Advisors, (Mercer Advisors), a national Registered Investment Adviser (RIA) majority owned by both Oak Hill Capital and Genstar Capital, has acquired Miller Advisors (Miller), a wealth management firm located in Kirkland, Washington.  Miller serves approximately 200 clients with assets under management (AUM) of approximately USD240 million. Miller was

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