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Across our public data, Financial Services has 56 publicly announced deals (latest 2026-07-28); 1 buyer whose public criteria mention this industry. The most active states are Texas (1), Virginia (1), Wisconsin (1).
Financial Services · Announced 2026-07-28
PGIM acquired the remaining interest in Deerpath Capital.
Source: deerpathcapital.com/news/
Financial Services · Core · <$50M EV · Announced 2026-07-21
Cary Street Partners acquired Seneca House Advisors.
Financial Services · Extended · $50–300M EV · Announced 2026-05-19
Exited investment in IMA Financial Group via equity recapitalization.
Source: stephensgroup.com/news/
Financial Services · Announced 2026-05-14
Steven Jafarzadeh spoke at the FINRA Annual Conference.
Source: stonehaven-llc.com/news
Financial Services · Announced 2026-05-13
Completed a $200 million NAV loan.
Financial Services · Core · <$50M EV · Announced 2026-04-23
Regions Bank and Dash Solutions collaborate on payment operations.
Source: ballastpointpartners.com/news/
Financial Services · Core · <$50M EV · Announced 2026-03-13
Valley Lighting acquired Commonwealth Blinds & Shades, a commercial shading solutions provider.
Source: siprivatecap.com/news/
Financial Services · Core · <$50M EV · Announced 2026-03
Valley Lighting acquired Commonwealth Blinds & Shades.
Source: caymusequity.com/news
Financial Services · Core · <$50M EV · Announced 2025-11-12
BryteBridge acquired Foundation Group, a nonprofit compliance and accounting services provider.
Source: rfeip.com/news/
Financial Services · Core · <$50M EV · Announced 2025-09-30
M-One Capital's emerging growth strategy provided a growth investment to BenefitFlow.
Source: m-onecapital.com/news/
Financial Services · Core · <$50M EV · Announced 2025-09-03
Recapitalization of ETF services platform.
Source: insigniacap.com/news/
Financial Services · Announced 2025-09
Polish firm providing labor, legal & tax advisory services.
Source: ucp.ch/en/portfolio/
Financial Services · Announced 2025-08-27
Provided credit financing to support growth strategy.
Source: comvest.com/news/
Financial Services · Extended · $50–300M EV · Announced 2025-06-30
CenterOak Partners acquired NOW CFO.
Source: centeroakpartners.com/news/
Financial Services · Announced 2025-06
Ufenau VII entered a partnership with PKF WMS, a tax and advisory services provider.
Source: ucp.ch/en/news/
Financial Services · Core · <$50M EV · Richmond, VA · Announced 2025-04-14
CIVC Partners made a strategic investment in Cary Street Partners.
Financial Services · Core · <$50M EV · Announced 2025-03
Portfolio company acquires another company.
Source: reynoldaequity.com/news/
Financial Services · Core · <$50M EV · Milwaukee, WI · Announced 2025-01-01
Current investment.
Source: insigniacap.com/portfolio/
Financial Services · Announced 2025-01
Spanish provider of labor, legal and tax advisory services.
Source: ucp.ch/en/portfolio/
Financial Services · Core · <$50M EV · Announced 2024-12-19
Rainier Partners invested in WPAS, a third-party administrator for multi-employer benefit plans.
Source: rainierpartners.com/category/portfolio-company-news/
Financial Services · Announced 2024-03-22
Backed provider of outsourced accounting and bookkeeping services.
Source: housatonicpartners.com/news/
Financial Services · Georgia · Announced 2023-10-31
Integrated payment processing solutions and POS device services.
Source: tecum.com/portfolio-overview/
Financial Services · Extended · $50–300M EV · Announced 2023-05-31
Completed investment in company.
Source: clarion-capital.com/news/
Financial Services · Announced 2023-05-02
PGIM agreed to acquire a majority interest in Deerpath Capital.
Source: deerpathcapital.com/news/
Financial Services · Extended · $50–300M EV · Announced 2023-04
Research for financial services institutions on customer trends and insights.
Financial Services · Core · <$50M EV · Announced 2022-01-12
Broadview Group partnered with Carlson Private Capital for investment in Millennium.
Source: broadviewgroup.com/news-views/
Financial Services · Extended · $50–300M EV · Announced 2021-09-13
Announced investment in company.
Source: clarion-capital.com/news/
Financial Services · Core · <$50M EV · Announced 2021-02-17
Broadview Group invested in Solution Matrix, Inc.
Source: broadviewgroup.com/news-views/
Financial Services · Announced 2021-01-01
Acquired by CVC Capital Partners.
Source: noromoseley.com/portfolio/
Financial Services · Extended · $50–300M EV · Announced 2019-10-01
Announcement of the closing of Architect Equity's inaugural fund.
Source: architectequity.com/news
Financial Services · Announced 2018-01-01
Acquired by United Community Bank.
Source: noromoseley.com/portfolio/
Financial Services · Extended · $50–300M EV · Announced 2017-11-16
Portfolio company completed equity recapitalization.
Source: clarion-capital.com/news/
Financial Services · Extended · $50–300M EV · Announced 2016-01-05
Acquired Fortune Financial, Inc.
Source: clarion-capital.com/news/
Financial Services · Extended · $50–300M EV · Announced 2015-03-11
Completed investment in company.
Source: clarion-capital.com/news/
Financial Services · Announced 2013-01-01
Acquired by General Atlantic.
Source: noromoseley.com/portfolio/
Financial Services · Announced 2011-01-01
Acquired by TCF Financial Corporation.
Source: noromoseley.com/portfolio/
Financial Services · Announced 2011-01-01
Acquired by TA Associates.
Source: noromoseley.com/portfolio/
Financial Services · Announced 2009-01-01
Acquired by PNC Equity Partners.
Source: noromoseley.com/portfolio/
Financial Services · Announced
Expands originations and capital markets leadership.
Source: greatrockcapital.com/news
Financial Services · Core · <$50M EV · Announced
Alpine Investors announced the launch of Aspen Standard Wealth.
Financial Services · Core · <$50M EV · Announced
Financial consulting services provider in Southern California.
Financial Services · Extended · $50–300M EV · Announced
Provided financing to support investment in Samaha & Associates.
Source: lafayettesquare.com/press
Financial Services · Extended · $50–300M EV · Announced
Past investment.
Source: vesterracap.com/portfolio/
Financial Services · Core · <$50M EV · Announced
Current investment in Outsourced Accounting & Tax.
Source: heritagepoint.com/portfolio
Financial Services · Core · <$50M EV · Announced
FSV Payment Systems acquired by U.S. Bank.
Financial Services · Announced
Source: periscopeequity.com/news/
Financial Services · Announced
Source: sienalending.com/
Financial Services · Core · <$50M EV · Announced
Financial Services · Announced
Source: comvest.com/
Financial Services · Core · <$50M EV · Announced
Source: stelluscapital.com/
Financial Services · Core · <$50M EV · Announced
Source: falfurrias.com/our-approach/
Financial Services · Kansas City, Missouri · Announced
Source: periscopeequity.com/companies/
Financial Services · Announced
Source: comvest.com/news/
Financial Services · Announced
Source: llrpartners.com/every-day-news/
Financial Services · Announced
Source: llrpartners.com/every-day-news/
Financial Services · Austin, TX (open to remote) · Checked on own site 2026-10-18
Two operators looking to buy a bookkeeping and tax firm and run it themselves.
Source: 2mstudios.com/
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