January 24, 2023 M&A – Sale of Aurora North’s Intapp Solutions Division to Wilson Allen December 19, 2022 Private Equity—Minority equity investment by iM Global Partner in Berkshire Asset Management December 2, 2022 M&A – Acquisition of IC Knowledge LLC by TechInsights Inc. November 8, 2022 M&A – Sale of Veterinary Hospitals in Virginia October 31, 2022 M&A – Acquisition of The McClean Report by TechInsights October 13, 2022 Sigma7 acquisition of Alaco Limited August 26, 2022 Sigma7 acquisition of Intelligence Fusion August 15, 2022 M&A – Merger of Enterprise Diversified, Inc. with CrossingBridge Advisors, LLC. August 3, 2022 Pathstone Acquires Dyson Capital Advisors August 1, 2022 GenTrust sells a minority stake to Kudu Investment Management July 18, 2022 M&A – Acquisition of Strategy Analytics, Inc. by TechInsights Inc. June 28, 2022 M&A – Sigma7’s Acquisition of Risk and Strategic Management, Corp. June 8, 2022 Private Equity – Acquisition of Total Bank Solutions by Estancia Capital Partners’ portfolio company Reich & Tang Deposit Networks June 6, 2022 M&A – Formation of SilverAssist May 31, 2022 M&A – Sale of Veterinary Hospital in South Carolina May 31, 2022 M&A – Sale of Veterinary Clinic in Virginia May 31, 2022 M&A – Launch of Sigma7 January 19, 2022 M&A – Sale of Veterinary Hospital in Arizona January 10, 2022 Private Equity – Estancia Capital Partners investment in Reich & Tang Deposit Networks October 15, 2021 M&A – Acquisition of The Linley Group by TechInsights August 23, 2021 Private Equity—Acquisition by iM Global Partner of 45% minority stake in Richard Bernstein Advisors Load more
