Consulting Acquisitions in United States

Opportune LLP acquired the Consulting & Advocacy Practice of Pickering Energy Partners LP (PEP). As part of the transaction, practice leader Dan Romito and his team will join Opportune to advise clients and help expand Opportune’s sustainability and energy growth initiatives. Solomon Partners served as financial advisor to Pickering Energy Partners.

Pearl Meyer, an executive compensation and leadership consulting firm, announced the acquisition of Ampersand Leadership Group, a boutique leadership advisory consultancy founded in 2010. The deal expands Pearl Meyer’s Leadership Advisory practice and adds a team of senior leadership advisors, including Managing Director David T. Clary and other Ampersand leaders.

Red Nucleus acquired Bridge Medical Consulting, a specialized health economics and outcomes research (HEOR) consultancy, to expand Red Nucleus’s value, evidence, and market access offerings for biopharmaceutical clients. Founded in 2011, Bridge Medical Consulting provides evidence synthesis, integrated evidence planning, population insights, health economic modeling, and statistics, and brings AI-enabled workflows to deliver decision-grade evidence. Bridge Medical Consulting will be merged into Red Nucleus’s existing HEOR business within its Value & Evidence organization.

Argano announced the acquisition of Stormloop Technologies, a fast-growing Workday partner providing advisory, managed services, and implementation support across HCM, Financials, and Adaptive Planning. The deal expands Argano’s cloud transformation and enterprise application capabilities and adds Stormloop’s proprietary Built-on-Workday applications portfolio. The transaction closed in December 2025.

Sia acquired Kaiser Associates, a U.S.-headquartered boutique strategy consulting firm with a UK branch. The deal supports Sia’s U.S. expansion and strengthens its corporate strategy, private equity, and M&A advisory capabilities, including the creation of a new global business line led by incoming Managing Partner Jon Meyerholz.

Argano acquired Pharosity Consulting, Inc., a life sciences consulting firm specializing in Gross-to-Net, government pricing, commercial contracting, and advanced analytics for pharmaceutical and biotechnology companies. The transaction, announced January 27 and closed in December 2025, expands Argano’s life sciences transformation capabilities and complements its prior acquisition of Twelve Consulting Group.

FGS Global acquired Memetica, a specialist technology consultancy focused on AI-driven threat detection and mitigation across social, dark web, and fringe platforms. The deal supports FGS Global’s newly launched AI Advisory practice within its AI and Innovation group, expanding capabilities in early-warning detection, tipping point analysis, and threat mitigation related to disinformation, deepfakes, and other online risks.

BlueRidge Life Sciences, a life sciences consulting and services platform backed by Renovus Capital Partners, acquired Design Science, a human factors and usability engineering consultancy serving medical device, pharmaceutical, and biotechnology companies. The acquisition expands BlueRidge’s product-lifecycle services with capabilities including usability testing, use-related risk analysis, labeling/training development, and ethnographic research, while Design Science continues operating under its existing brand led by CEO Katie Hansbro.

HR Path merged its operations with Enforce, a Dallas-based HRIS specialist focused on the Dayforce (formerly Ceridian) platform. The combination expands HR Path’s Dayforce consulting and managed services capabilities in North America and enables it to offer U.S. payroll outsourcing on Dayforce, complementing its existing global HR consulting and payroll outsourcing offerings.

Livefront and Zeal IT Consultants announced a strategic combination to form a larger digital consulting company with expanded capabilities across digital strategy, experience design, AI-driven platforms, software engineering, and data. The combined organization will have more than 300 professionals and an expanded footprint across the United States and Latin America. Rallyday Partners previously made a strategic investment in Livefront in 2023 and supported the combination.

Southfield Capital Partners entered into a strategic partnership with The Perfect Franchise (TPF), a franchise advisory and consulting firm, to support TPF’s growth and expand its advisory platform. Founder and CEO Mark Schnurman will remain in place and TPF will continue operating independently, with added resources and operational support from Southfield.

Audax Private Equity acquired the global technology and advisory services practice of Keystone, a portfolio company of RLH Equity Partners. Concurrently, Keystone is spinning out its Core AI business into a newly formed independent entity, Keystone.AI, which will operate independently with minority ownership retained by RLH Equity Partners.

NIIT Learning Systems Limited, through its NIIT Managed Training Services business and wholly owned subsidiary NIIT (USA), Inc., acquired 100% of SweetRush, Inc., an AI-enabled custom learning experience design and strategic training interventions firm. The deal consideration is up to $26 million, including annual performance-based earnouts over the next five years, and is intended to expand NIIT MTS’s strategic learning, certification, and talent solutions offerings while strengthening near-shore delivery capability in the Americas.

Gryphon Investors acquired Safety Management Group (SMG), a provider of outsourced Environmental, Health, and Safety (EH&S) services, from NMS Capital. Headquartered in Indianapolis, Indiana, SMG will serve as a new platform for Gryphon focused on outsourced safety services, with CEO Randy Gieseking and the management team remaining in place and retaining meaningful ownership. Financial terms were not disclosed.

Accordion, a New York-based AI- and data-powered consulting firm serving private equity clients, acquired FCM, an operator-led performance improvement consultancy. The acquisition adds roughly 50 professionals and expands Accordion’s capabilities from finance and analytics into broader, enterprise-wide operational transformation and value creation work for private-equity-backed companies; financial terms were not disclosed.

Contemporary Leadership Advisors (CLA), a consulting firm focused on leadership and organizational effectiveness, acquired Momentum Global (also referred to as Momentum Global HR), a boutique strategic HR advisory firm founded by former Chief People Officers Scott Slipy and Suni Lobo. The deal expands CLA’s operational and human-capital expertise and enhances its strategic HR advisory offerings, including AI-enabled insights and partnerships in AI and workflow automation. Financial terms were not disclosed; Slipy will join CLA as a Partner and Lobo as a Strategic Advisor.

Global Risk Consultants Corp. (GRC), a TÜV SÜD company, acquired the U.S. Field Services business of Aon’s Property Risk Control Practice from Aon. The acquisition adds a team of 20 U.S.-based engineers focused on pre-loss property risk assessments, expanding GRC’s property risk engineering capacity and flexibility to support growing client demand.

Wolf & Company, P.C., an accounting and consulting firm, announced the acquisition of The Kafafian Group, Inc., a Pennsylvania-based bank consulting firm focused on strategic planning, performance measurement, and operations consulting. The Kafafian Group and Wolf & Company will unite under the Wolf & Company brand to expand advisory capabilities for banks and credit unions amid increasing regulatory and technology-driven change.

Backed by Rockbridge Growth Equity, FormativGroup announced the acquisition of Eon Collective, a specialist in data integration, modernization, and governance services. The deal expands FormativGroup’s data-driven consulting and platform capabilities for mid-market clients, including enhanced data modernization and support for emerging AI use cases.

Denison Consulting and Newmeasures combined through a legal merger effective January 1, 2026, operating under the name Denison Consulting, Inc. Following the merger, Newmeasures operates as a Denison Consulting practice, adding employee listening and feedback program design capabilities to Denison’s broader organizational performance, culture, and predictive analytics offerings.

VMG Health, a healthcare consulting firm and portfolio company of Incline Equity Partners, acquired Burrows Consulting. The acquisition expands VMG Health’s ability to serve community-based healthcare organizations, adding Burrows Consulting’s expertise in FQHC development, grant writing, and reimbursement optimization. The transaction was effective December 23, 2025.

Accordion, an AI- and data-powered financial consulting firm focused on private equity, acquired Pinnacle Healthcare Advisors, a revenue cycle management (RCM) consultancy. The deal expands Accordion’s RCM Center of Excellence by adding Pinnacle’s healthcare provider expertise in areas such as cash collections, accounts receivable reduction, and EHR optimization (including Epic and Meditech), with approximately 20 Pinnacle professionals joining Accordion.

Stout acquired Pointe Advisory in a transaction that closed on December 16, 2025, adding nearly 100 professionals to Stout’s advisory platform. The combination launched “Stout Strategy,” a new strategy consulting practice focused on growth strategy and value creation consulting, commercial and vendor due diligence, and competitive intelligence. Pointe Advisory is headquartered in Arlington, Virginia, and serves clients across industrials, healthcare, and professional services.

TRM, an enterprise asset management (EAM) and reliability consultancy, announced the acquisition of Sheffield Scientific, a consulting firm focused on EAM and operational technology (OT) cybersecurity for the power generation sector. The deal strengthens TRM’s power generation capabilities, adding deep nuclear expertise, IBM Maximo and Hitachi Asset Suite experience, and Sheffield’s Serket OT risk management software. Benchmark International represented Sheffield Scientific in the sale to TRM.

WorkWise Compliance, a portfolio company of CriticalPoint, acquired Bizhaven to expand and strengthen its HR and workplace safety compliance service offering. Bizhaven, headquartered in Sacramento, California, provides proactive HR and safety compliance support, while WorkWise Compliance is based in Tampa, Florida. Financial terms were not disclosed.

ZS, a global management consulting and technology firm, acquired Torrent Consulting, a Salesforce consulting partner focused on multi-cloud implementations for healthcare and life sciences (including Salesforce Health Cloud, Life Sciences Cloud and Agentforce). The deal expands ZS’s Salesforce and AI-enabled customer engagement capabilities for healthcare and life sciences organizations by adding Torrent’s platform architecture, accelerators and delivery expertise.

Milliman, Inc. acquired MorVest Capital to expand Milliman’s mortgage-sector offerings, particularly around mortgage servicing rights (MSR) analytics, valuation, risk management, and advisory services. MorVest Capital, founded in 2013 and headquartered in Dallas, Texas, will enhance Milliman’s capabilities in MSR valuation, financing, hedging, and brokering for lenders, servicers, and investors.

YA Group, a building consulting and forensic engineering services firm, acquired the business of J.M. Reagan Consulting (JMR), a Houston, Texas-based property damage and construction claims consulting firm serving insurance carriers. The deal strengthens YA Group’s presence in Texas and adds JMR’s team into YA’s Construction Consulting practice; the acquisition was finalized on December 8, 2025. YA Group has been backed by private equity investor THL Partners since an October 2024 investment.

SAI MedPartners (SAI), a global consultancy providing strategic insights and analytics to life sciences companies, acquired The Dunn Group (TDG), a competitive intelligence firm focused on primary business intelligence for pharmaceutical and biotechnology clients. TDG’s capabilities in analyzing pipelines, tracking therapy areas, and conducting analogue assessments will strengthen SAI’s core competitive intelligence offering. SAI is backed by Northlane Capital Partners, which partnered with management to acquire SAI in June 2022.

J.S. Held, a global consulting firm, announced the acquisition of GLI Advisors, a project and community development partner serving the U.S. West Coast and Hawaii. The deal expands J.S. Held’s Construction Advisory Project Support Services capabilities, including project/program management support, owner’s representation, construction management, and feasibility and cost review.

Trive Capital made a strategic investment in Illumis Global to accelerate its growth and build a comprehensive vendor management platform for enterprise customers. Illumis Global, headquartered in Mount Pleasant, South Carolina, provides accounts payable/profit recovery audits, contract compliance, supply chain optimization support, and analytics solutions, and will continue to be led by President Jason Lipari.

Clinigen confirmed the close of its acquisition of SSI Strategy, a strategic consulting partner to biotech innovators. The combination expands Clinigen’s capabilities across the biopharma product lifecycle—linking SSI’s medical, clinical, and regulatory advisory services with Clinigen’s global clinical trial supply, managed access, and commercialisation operations.

Business Development Resources (BDR), a business coaching, training, and marketing provider for home services contractors, acquired the Plumbing CEO brand. Plumbing CEO founder Nate Agentis will join BDR as Director of Plumbing Vertical to help expand BDR’s best practices and resources for plumbing contractors across North America.

Harbor, a Chicago-based legal technology and consulting firm, acquired Encoretech, a legal-sector technology training and user adoption services provider. The deal expands Harbor’s capabilities in technology adoption, AI enablement, and change management and is its first acquisition since BayPine LP made a majority investment in Harbor in June 2025.

Huron (NASDAQ: HURN) acquired the payor consulting services division of AXIOM Systems, a healthcare information technology firm focused on core administration systems and digital transformation for payors and payor-provider organizations. The deal adds approximately 40 AXIOM team members to Huron and expands Huron’s digital-focused capabilities for healthcare payors; financial terms were not disclosed.

L Squared Capital Partners made a significant growth investment in Ergo, a technology-enabled geopolitical and strategic intelligence firm. Founded in 2006 and headquartered in New York City, Ergo provides data-driven intelligence services and operates the Flashpoints Forum membership community. Ergo’s management team will retain a significant ownership stake, and the investment is intended to support product innovation, go-to-market expansion, and potential strategic acquisitions.

Total Resource Management, Inc. (TRM) announced the acquisition of Performance Consulting Associates (PCA), a provider of reliability consulting services. The deal expands TRM’s enterprise asset management (EAM) and digital transformation advisory capabilities by adding PCA’s expertise in asset reliability, maintenance management, MRO inventory, and related services. PCA founder and CEO Richard “Dick” DeFazio will join TRM as General Manager, Consulting.

Sorren announced that Healthworks, a healthcare consulting firm specializing in valuation, healthcare economics, and litigation/expert witness support, has joined Sorren. The combination expands Sorren’s healthcare advisory and litigation support capabilities for hospitals, physician groups, health systems, and law firms across the United States.

Cabin Consulting, a digital experience consultancy, announced it has acquired Cloud Connects, a boutique Salesforce consultancy. The deal expands Cabin’s Salesforce implementation capabilities (including Sales Cloud, Service Cloud and related solutions) and strengthens its ability to deliver end-to-end digital transformation services for enterprise clients.

Front Porch Communities and Services, a California-based nonprofit aging services organization, acquired ARCH (ARCH Consultants), a national development advisory firm focused on senior, learning and healing environments. ARCH will serve as Front Porch’s in-house development company, overseeing Front Porch capital projects while continuing to support existing and new external clients across North America.

Alloy Therapeutics Inc. announced the acquisition of Spannerwerks, LLC, a Seattle-based drug development consulting firm serving biopharmaceutical companies. Spannerwerks will operate as a wholly owned subsidiary of Alloy and continue serving clients under the Spannerwerks name, with CEO Dara Lockert joining Alloy full-time to continue leading the team. The deal expands Alloy’s capabilities from drug discovery into broader drug development services.

Guideboat Capital Partners acquired P3 Cost Analysts Franchise, LLC, a cost-reduction consulting firm. The transaction, advised by Generational Group, closed on October 22, 2025.

Armanino announced that the team from Keystone Business Services, an Oracle NetSuite Solution Provider, has joined the firm and that Keystone’s NetSuite practice will be integrated into Armanino’s ERP and consulting offerings. The move expands Armanino’s NetSuite and ERP consulting depth, adding Keystone founder Eric Jozwiak and a team of integration and management specialists.

F2 Strategy, a Renovus Capital Partners portfolio company, acquired HBMJ Consulting LLC to expand F2’s capabilities in serving hedge funds and other alternative investment managers. HBMJ, a boutique consulting firm based in the New York City metro area, adds expertise in operational scalability, data intelligence, and technology transformation for hedge funds, hybrid funds, and private credit firms. The deal supports F2’s broader buildout of a unified asset management vertical alongside prior acquisitions including Aliter Investment Services.

Trinity Consultants announced it has acquired Benchmark Risk Group, a Chicago-based scientific consultancy focused on evaluating human health risks from chemical, physical, and biological exposures. Benchmark Risk Group will join the Trinity Consultants Life Sciences division, expanding Trinity’s Risk Science and Safety capabilities across exposure science, industrial hygiene, toxicology, epidemiology, and risk assessment.

UPSTACK, a full-service technology brokerage, announced it has acquired Breakwater Cloud Advisors, a customer experience (CX) consulting firm focused on contact center modernization and AI-driven CX solutions. The deal expands UPSTACK’s advisory and execution capabilities and accelerates growth of its CX + AI practice, with Breakwater co-founders Brendan Paulin and Andrew Millard joining UPSTACK alongside business development director Star Toups.

Environ Energy, backed by private equity firm 424 Capital, announced the acquisition of Scioto Energy, an independent energy brokerage and advisory firm headquartered in Columbus, Ohio. The deal expands Environ’s national energy management platform, strengthening its presence in Midwest and PJM power markets and enhancing services for commercial and industrial customers across electricity and natural gas procurement and advisory.

Chartis, a healthcare advisory firm, acquired Healthlink Advisors, a healthcare IT and digital/technology consulting firm focused on improving healthcare delivery and IT operations. Founded in 2016 and headquartered in St. Petersburg, Florida, Healthlink’s team will join Chartis’ Digital & Technology Transformation business and, after a transition period, operate under the Chartis brand.

Kicksaw, a Salesforce consulting and revenue-operations firm and a Rallyday Partners portfolio company, acquired Northbound, a Contract Lifecycle Management (CLM) consulting partner. The transaction adds 10+ CLM-certified specialists and expands Kicksaw’s capabilities to deliver end-to-end quote-to-cash and contract automation services for Salesforce customers.

Avesi Partners made a strategic investment in Mosaic Consulting Group, a UKG-focused human capital management (HCM) and workforce management (WFM) consulting and managed services provider. The transaction represents Mosaic’s first institutional capital investment and is intended to support the company’s organic growth and M&A-driven expansion alongside its leadership team.

Insight Enterprises, Inc. acquired Inspire11 LLC, a Chicago-based business transformation and technology delivery consulting firm focused on AI, data, and innovation. Inspire11 was a portfolio company of Keystone Capital Management, LP, which announced the sale; transaction terms were not disclosed.

Visioneering Studios, a Texas-based faith-focused design-build architectural firm, has acquired Auxano from Lifeway Christian Resources. Auxano provides consulting services focused on vision clarity, mission, and strategic planning for churches and Christian organizations, which Visioneering plans to integrate with its design and construction offerings.

Fiserv, Inc. acquired Smith Consulting Group (SCG), an operational consulting firm serving community banks and credit unions across the United States. The deal expands Fiserv’s in-market advisory and consulting resources to support clients’ core banking transformations across platforms including DNA, Signature and Bank Intelligence. Financial terms were not disclosed.

Main Street Capital Corporation completed a new portfolio investment to facilitate a minority recapitalization of The Financial Risk Group, LLC (FRG), a technology-enabled risk management advisory and software solutions firm. Main Street invested $14.0 million through a combination of first-lien senior secured term debt and a direct equity investment, partnering with FRG’s founders and management team. FRG was founded in 2006 and is headquartered in Cary, North Carolina.

Grant Thornton Advisors LLC closed its acquisition of Stax, a strategy consulting firm focused on commercial due diligence, value creation, and exit-planning services for private equity firms and their portfolio companies. Blue Point Capital Partners exited its investment in Stax through the sale, and Grant Thornton Advisors’ platform is backed by an investor group led by New Mountain Capital.

Dark Horse Consulting Group (DHCG) announced the acquisition of Converge Consulting, LLC, expanding DHCG’s strategic and operational consulting capabilities for biopharmaceutical and advanced therapy organizations. The deal builds on DHCG’s prior acquisition of BioTechLogic and strengthens offerings across supply chain, manufacturing, commercial launch readiness, enterprise IT solutions, CMC, and Quality.

West Monroe, a global business and technology consulting firm, acquired 2050 Partners, an energy-sector consulting firm focused on demand-side management, energy efficiency programs, and clean energy regulatory guidance. The deal expands West Monroe’s Energy & Utilities capabilities to help utilities manage rising electricity demand driven by AI, data centers, and electrification while meeting decarbonization goals.

FGS Global (FGS) announced the acquisition of Tarplin, Downs & Young, LLC (TDY), a Washington-based health care policy and advocacy firm. The transaction expands FGS’s health sector offering by adding TDY’s bipartisan government affairs expertise alongside FGS’s strategic communications, reputation management, and health policy capabilities.

HR Path, a global HR consulting and HRIS solutions firm, announced the acquisition of Next Generation Inc. (NGI). NGI is a Chicago-based technology management and consulting firm focused on HCM and ERP digital/process transformations and workforce management, with offices in Chicago, New York, and Washington, D.C. Following the deal, NGI will operate under the brand “Next Generation, an HR Path Company,” with its leadership team and employees remaining in place.

HOC acquired MidDel Consulting, a Minneapolis-based consulting firm specializing in energy trading and technology. The deal combines HOC’s enterprise software and AI-driven automation capabilities with MidDel’s consulting expertise across oil, gas, power, and renewables to expand HOC’s service offerings and North American presence.

Embark, a management and financial consulting firm headquartered in Dallas, entered into a strategic partnership with Parthenon Capital through a minority growth investment. The investment is intended to support Embark’s continued expansion, including technology enablement (automation and AI for the Office of the CFO) and growth both organically and through acquisitions; Embark’s founder Paul Allen will remain chairman and retain a significant ownership stake.

Huron (NASDAQ: HURN) acquired Wilson Perumal & Company (WP&C), a strategy and operations consulting firm known for helping organizations reduce complexity and improve efficiency, profitability, and growth. WP&C will be integrated into Huron’s Commercial operating segment and will enhance Huron’s Innosight team’s strategy, innovation, and transformation capabilities. Financial terms were not disclosed, and approximately 30 WP&C professionals are joining Huron.

Prominence Advisors, a healthcare data enablement firm, acquired Tegra Analytics, a life sciences analytics consultancy. The acquisition expands Prominence’s data enablement and advanced analytics capabilities into the life sciences sector, strengthening its ability to serve providers, payers, and pharmaceutical/biotech organizations.

Cherokee Nation Businesses (CNB), through Cherokee Federal and its Sovereign Capital growth platform, acquired a majority stake in Management Science and Innovation, LLC (MSI). MSI is a Washington, D.C.-area consulting firm focused on federal agency transformation and digitization initiatives, and the investment represents CNB’s second under Sovereign Capital.

Pyxis Advisory Group, a diversified advisory firm serving the global industrial sector, acquired Catule Consulting effective September 1, 2025. Following the acquisition, Catule owners and principals Josh Grahmann and Silas Aday joined Pyxis as Managing Directors in Pyxis’s Houston office, leading the firm’s Upstream and Oilfield Services industry verticals.

TRC Companies, Inc., a global professional services firm focused on the energy transition, acquired Strategic Energy Group (SEG), a leader in strategic energy management (SEM). The deal expands TRC’s energy efficiency capabilities for utility, commercial, and industrial customers by adding SEG’s data-driven continuous-improvement approach and its experience across more than 1,000 North American sites.

Applied Value Group, a management consulting firm, announced a growth investment from private equity firm Trivest Partners to help scale its offerings, broaden capabilities, and expand reach. The company’s management team will remain in place, and transaction terms were not disclosed.

Astrix, a life science consulting firm, has closed its acquisition of Blue Ocean Informatics. The deal expands Astrix’s laboratory informatics services team and adds LabWare expertise to support pharmaceutical, research, and life sciences clients.

E Source, backed by Align Capital Partners, acquired Opinion Dynamics, a program evaluation and advisory firm serving the public utility industry. The deal expands E Source’s ability to provide end-to-end utility customer solutions, adding deeper capabilities in evaluating grid-edge initiatives such as energy efficiency, electrification, decarbonization, and load flexibility.

Accenture has acquired The Highlands Consulting Group, a Sacramento, California-based management consulting firm focused on strategy and consulting services including organizational change management and IT planning/analysis. The acquisition expands Accenture’s capabilities and deepens its relationships with key California state government agencies, particularly across healthcare, transportation, social services and environmental solutions. Financial terms were not disclosed.

MGT, a national technology and advisory solutions provider serving state, local, and education government clients, acquired rpk GROUP, a higher-education-focused management consulting firm specializing in finance and planning. The combination expands MGT’s higher education capabilities, adding rpk GROUP’s expertise in sustainable financial and strategic operating models for colleges and universities. Tuck Advisors served as the exclusive sell-side advisor to rpk GROUP on the transaction.

Nimble Gravity, a global consultancy focused on AI, data, and software engineering, acquired Fog Solutions, a data and AI firm known for expertise in Microsoft Azure and Databricks. The deal adds approximately 50 data and AI professionals to Nimble Gravity’s team, enhancing its ability to deliver AI-enabled and cloud data solutions for corporate and private equity clients.

HR Path, a global HR consulting and HRIS solutions firm, announced the acquisition of PredictiveHR, a U.S.-based HRIS advisory and implementation services provider specializing in UKG solutions. The deal expands HR Path’s footprint and delivery capacity across the North American market, with PredictiveHR continuing to operate under the brand “PredictiveHR, an HR Path Company.”

Pinnaql, Inc., a portfolio company of 3 Boomerang Capital and an LSOMS Holdings, LP company, acquired Validation & Engineering Group, Inc. (VEG). VEG provides commissioning, qualification, and validation (CQV) services to pharmaceutical and life sciences manufacturers, and the deal expands Pinnaql/LSOMS’s compliance, quality, and regulatory consulting platform as an add-on acquisition.

UPSTACK, a full-service technology brokerage, announced the acquisition of Avail Partners LLC, a Seattle-based technology consulting firm focused on helping midmarket organizations optimize IT investments. As part of the deal, Avail founders Dan Marsh and Scott Maurice and the broader Avail team will join UPSTACK, expanding UPSTACK’s presence in the Pacific Northwest and strengthening its advisory capabilities across multiple verticals.

Arthur J. Gallagher & Co. acquired Dion Leadership, Inc., a Novi, Michigan-based leadership coaching and organizational development consulting firm. Financial terms were not disclosed, and Dion Leadership will continue operating from its current location under Gallagher’s Talent Consulting leadership.

Huron, a Chicago-headquartered global professional services and management consulting firm, has acquired Treliant, LLC, a Washington, DC-based consulting, staffing, and managed services provider focused on the financial services industry. The deal expands Huron’s Commercial segment and strengthens its regulatory, risk, compliance, financial crimes, and capital markets capabilities, while also enhancing its ability to serve clients in Europe and deliver managed services globally. Financial terms were not disclosed.

2X announced the acquisition of Outbound Funnel, a revenue operations consultancy focused on AI-powered sales engagement and revenue intelligence platforms. The deal expands 2X’s end-to-end go-to-market and RevOps technology implementation, optimization, and managed services capabilities across the modern GTM tech stack. Outbound Funnel founder and CEO Curtis Ropp will join 2X’s management team and continue to operate and grow the business as a 2X company.

Enterprise Information Resources Inc. (EIR), an SAP SuccessFactors Partner, announced the acquisition of PLESM, a boutique consultancy specializing in SAP SuccessFactors Learning Management System (LMS). The deal expands EIR’s HCM delivery capabilities and deepens its expertise in digital learning transformation and SAP SuccessFactors Learning implementations. PLESM founder Sumanth Reddy will join EIR as Vice President of the LMS Practice.

WilliamsMarston LLC acquired AIT Consulting Services, a Houston, Texas-based OneStream Software consulting and implementation firm. The deal expands WilliamsMarston’s Office of the CFO offerings by adding OneStream corporate performance management implementation and optimization capabilities and strengthens its presence in the Texas market.

Baringa announced a talent acquisition of all staff from Altruas, a Dallas-based digital and technology consultancy, to expand its U.S. presence. The Altruas team will be integrated into Baringa’s existing U.S. digital and technology practice to accelerate growth and enhance delivery capabilities in areas such as technology strategy and digital transformation.

F2 Strategy, a wealth management technology and marketing services company, acquired Aliter Investment Services, a boutique consulting firm focused on operations and technology transformation for investment managers and asset servicing providers. The deal expands F2’s capabilities into asset servicing for pooled investment vehicles, establishing Asset Servicing as F2’s third core vertical alongside Wealth and Bank & Trust. F2 has completed multiple acquisitions since receiving a majority investment from Renovus Capital Partners two years ago.

J.S. Held, a global consulting firm, announced the acquisition of MorrisAnderson, a Chicago-based turnaround, financial restructuring, and operational consulting firm. The deal expands J.S. Held’s capabilities across turnaround and restructuring, bankruptcy, transaction, and dispute advisory services, while giving MorrisAnderson clients access to J.S. Held’s global network of more than 1,500 specialists.

Monument Advocacy is merging with Horizon Government Affairs in a private equity-fueled deal intended to expand the combined firm's health care lobbying capabilities. The combined platform is expected to pursue opportunities at the intersection of technology and health care policy, including cybersecurity and artificial intelligence, while also leveraging Monument’s food and agriculture practice alongside Horizon’s health expertise.

PTAG, a project consulting provider, completed its acquisition of Construct-X effective June 30, 2025. Construct-X, a U.S.-based specialist in Advanced Work Packaging (AWP) and Lean Project Delivery, will be integrated into PTAG’s Advanced Project Delivery platform to support digital transformation and improved capital project outcomes.

Coker, a national healthcare consulting firm and a portfolio company of Trinity Hunt Partners, acquired Healthcare Cost Solutions (HCS), a provider of coding audit and health information management (HIM) services focused on technology-enabled compliance. The deal adds HCS’s proprietary Healthcare Audit Resource Technology (HART) and coding compliance expertise to Coker’s expanding healthcare advisory platform.

AArete announced a strategic investment from Parthenon Capital to support the company’s next phase of growth and innovation. The investment is intended to accelerate growth initiatives, expand AArete’s solution set, and enable future acquisitions, while existing employees and leaders will remain significant shareholders.

HR Path, a global HR consulting and HRIS solutions firm, acquired ClearCourse Consulting, a U.S.-based HCM consulting specialist serving platforms including Dayforce, ADP, UKG, and Workday. The transaction expands HR Path’s footprint and delivery capacity in the United States and adds ClearCourse’s HCM assessment, implementation, and optimization expertise.

Trinity Consultants acquired Bridgewater Group Inc., a Portland-based environmental consulting firm focused on multimedia environmental auditing, permitting, and regulatory compliance. Bridgewater will be integrated into Trinity’s environmental consulting practice, strengthening Trinity’s capabilities and presence in the Pacific Northwest.

Compliance Risk Concepts (CRC), an enterprise risk, compliance and business consulting firm serving financial services, acquired Oyster Consulting, LLC, a strategic consulting and operations partner for financial services organizations. The combination, branded in the market as CRC-Oyster, expands service capacity and compliance capabilities, with full integration expected by year-end. The acquisition closed on June 20, 2025; terms were not disclosed.

SolomonEdwards, a national professional services firm backed by Renovus Capital Partners, acquired Pencek Advisors, a boutique consultancy focused on private equity portfolio company transformation. The acquisition formalizes an existing partnership and launches SolomonEdwards’ Private Equity Services platform to support lower to middle-market PE firms and their portfolio companies with finance transformation, M&A execution, and technology enablement.

LSOMS Holdings, L.P., a portfolio company of 3 Boomerang Capital, acquired Pinnaql, Inc., a provider of laboratory validation and global GxP compliance services for life sciences companies. The deal is described as a majority investment and represents LSOMS’s first acquisition as it builds a quality and regulatory consulting platform. Pinnaql will strengthen LSOMS’s compliance and lab validation capabilities serving pharmaceutical, biotech, and medical device customers.

Lewis & Ellis, Inc., an actuarial consulting firm, announced it is joining forces with Huggins Actuarial Services, Inc., expanding their combined actuarial capabilities in the property & casualty insurance market. Huggins will continue to operate under its current brand and leadership team, and the combination strengthens Lewis & Ellis’s depth and resources for P&C actuarial services.

BNP Associates, Inc., an air transportation design and engineering firm backed by Godspeed Capital Management LP, acquired Establish, Inc., a consulting firm specializing in warehousing and supply chain logistics. Headquartered in New York, Establish brings analytics-driven supply chain network and warehouse optimization capabilities that expand BNP’s consulting offerings across aviation, warehousing, and logistics clients. This marks BNP’s first acquisition since becoming Godspeed Capital’s 8th dedicated platform brand in fall 2024.

Aprio announced the acquisition of Nextfed, Inc., a strategy consulting and M&A advisory firm focused on the commercial aerospace, defense, and government services sectors. The deal expands Aprio’s Washington, D.C. metro presence by adding Nextfed’s Arlington, Virginia office and strengthens Aprio’s Aerospace Defense & Government Advisory capabilities.

Harbor Global, LLC, a consulting and technology services provider to the legal industry, received a majority investment from private investment firm BayPine LP. Existing sponsor Renovus Capital Partners will sell down but remain a significant investor alongside the Harbor management team; financial terms were not disclosed. Harbor is headquartered in Chicago, Illinois.

Rimkus announced the strategic acquisition of Huntley-Fenner Advisors Inc., a human factors consulting firm led by Dr. Gavin Huntley-Fenner. The transaction expands the Rimkus Life Sciences group by adding Dr. Huntley-Fenner and human factors experts Dr. Georgina Lean and Dr. Paulina Silva to strengthen Rimkus’ human factors capabilities for its global clients.

Amplifi, a data and AI consultancy based in Dallas, Texas, announced the acquisition of Snow Fox Data, a Wisconsin-based AI and analytics consulting firm. The deal expands Amplifi’s capabilities across data engineering, analytics, data science, and AI consulting, with Snow Fox Data co-founder Ryan Moore joining Amplifi as SVP, AI and Analytics.

Aprio, a U.S. business advisory and accounting firm, acquired O'Connor Consulting Services, LLC (OCS), a Washington, D.C.-area firm specializing in nonprofit business advisory and interim outsourcing services. OCS joined Aprio effective June 1, 2025, adding four partners and 25 professionals to expand Aprio’s nonprofit consulting capabilities.

SurgeONE.ai, a Surge Ventures company, acquired MGL Consulting, a long-established compliance consulting firm serving financial services clients. The deal combines SurgeONE.ai’s agentic AI platform for compliance, cybersecurity, and data operations with MGL’s practitioner-led compliance expertise, with MGL continuing to operate as a wholly owned subsidiary led by founder Melinda “Mimi” G. LeGaye.