Professional Services Acquisitions in United States

Province Inc., a Trivest-backed financial advisory firm, acquired StoneTurn, a global disputes, investigations, and risk advisory firm previously backed by MML Capital. The transaction is intended to create an integrated platform spanning investigations and disputes through restructuring and financial recovery, combining Province’s restructuring/capital markets capabilities with StoneTurn’s forensic and risk advisory expertise.

CrossCountry Consulting, a business advisory and technology solutions firm, acquired CDS, a San Francisco-headquartered financial due diligence provider. The acquisition expands CrossCountry’s transaction advisory capabilities for private equity sponsors and corporate clients, adding buy-side and sell-side financial due diligence expertise to support M&A, carve-outs, and recapitalizations. CDS will be fully integrated into CrossCountry, with a new Financial Due Diligence practice led by CDS partners Brian Drue and Anthony Azevedo.

Odgers has acquired Ridgeway Partners LLC, a U.S.-based executive search firm specializing in financial services and board advisory. The deal adds Ridgeway’s team to Odgers’ U.S. business and strengthens Odgers’ Global Financial Services and Board Advisory Practices by combining Ridgeway’s U.S. specialization with Odgers’ international footprint. The transaction applies only to the U.S. entity Ridgeway Partners LLC (not the separate UK business).

LaunchPad Home Group announced it has acquired RJ Home Inspections and Sherwood Inspection Services to expand its home inspection footprint in New England and the broader Northeast. The acquisitions establish LaunchPad’s new Northeast division, with RJ owner Adam Wright joining LaunchPad as Regional Leader for the region.

Human Capital Education acquired Kennedy & Company Education Strategies, combining two higher-education advisory firms that support colleges and universities with strategy, enrollment and pricing, financial sustainability, and technology-enabled services. The combined organization serves more than 300 colleges and universities nationwide and expands CRM implementation capabilities across platforms including Slate and Salesforce (as well as Element451 and HubSpot).

Marksman Security Services, LLC, part of Marksman Titan Security Group, acquired Priebe Security Services, Inc., an Austin, Texas-based contract security provider. The deal expands Marksman Titan’s footprint in Central Texas and adds more than 450 employees, strengthening its ability to deliver technology-enabled security solutions including manned guarding and mobile patrol services. Financial terms were not disclosed; Marksman Titan Security Group is backed by private equity firm Quad-C.

DBI Consultants, a national construction-consulting firm, has acquired Minogue Associates, Inc., a Long Island, New York-based provider of building and construction consulting services. The deal expands DBI’s national platform and enhances its capabilities in areas such as valuation, damage assessment, restoration scoping/estimating, and related insurance and litigation support.

The Leaders of Design announced that it has acquired the Decorative Furnishings Association (DFA), a long-running interior design industry membership organization that had become dormant following the pandemic. Financial terms were not disclosed, and the new owner plans to revitalize DFA through a new membership model, revamped programming, and use of aggregated industry insights.

Coalesce Capital completed a majority recapitalization (majority investment) in Marshall & Stevens Inc., an independent valuation advisory firm providing valuation, litigation support, and transaction advisory services. Marshall & Stevens’ management team, led by CEO Mark Santarsiero, will retain a meaningful ownership stake and continue to run the business. The transaction closed in December 2025; financial terms were not disclosed.

Summit Point Leadership LLC, an all-veteran ownership team formed through Rice University’s Jones Graduate School of Business Entrepreneurship Through Acquisition (ETA) Lab, acquired the business of LDR Leadership LLC, a nationwide leadership, management, and supervisory training firm. The transaction was ceremonially signed on November 11, 2025 and formally closed on December 23, 2025, with CEO Dave Taylor continuing to lead the business under the new Summit Point Leadership banner.

YA Group, a building consulting and forensic engineering services firm, acquired InQuis Global, a multi-service expert witness and litigation consulting company. The deal expands YA Group’s end-to-end litigation consulting capabilities for law firms and insurance carriers, adding services such as life care planning, life expectancy consulting, vocational rehabilitation, and wage loss analysis. The transaction closed on December 22, 2025; financial terms were not disclosed.

A consortium of investors led by Advent International and Corvex Private Equity completed the take-private acquisition of Heidrick & Struggles International, Inc., valuing the company at approximately $1.3 billion. Strategic and investment partners participating in the consortium include Salem Capital Management, Mousse Partners, TF Cornerstone, HighSage Ventures, and Barcliff Partners, alongside co-investment from certain Heidrick & Struggles leaders and partners. Following closing, Heidrick & Struggles’ shares ceased trading on the Nasdaq Global Select Market.

Cahill-Stout Inc. dba A-R-T & Associates, an Atlanta, Georgia-based provider of fine-art consulting and related visual-environment services, was sold to an employee stock ownership plan (ESOP) sponsored by Southeast Acquisition Capital. The transaction closed on November 26, 2025, with Generational Group serving as M&A advisor to A-R-T & Associates.

Forward Solutions, a national outsourced sales and marketing organization, has merged with ProCom Sales, a telecom manufacturer representative agency. The combination expands Forward Solutions’ portfolio and strengthens coverage across the Southeast, serving manufacturers, distributors, and end-users in the telecom, broadband, and power utility industries.

CoreTrust acquired BuyQ, a national group purchasing organization and procurement partner for charter and private schools, expanding CoreTrust’s procurement platform into the education sector. BuyQ will retain its brand and team, with President Daniel Casselli continuing to lead the business and founders Marco Rafanelli and Christine Rafanelli remaining involved during the transition. The deal closed on November 18, 2025; financial terms were not disclosed.

ZenaTech, Inc. closed its acquisition of Rampart Surveys Inc., a land surveying firm based in Woodland Park, Colorado. The deal is ZenaTech’s 12th acquisition and expands its Drone as a Service footprint into Colorado, adding surveying capabilities and enabling broader commercial and agricultural drone service offerings in the state.

FVLCRUM Funds Capital Group completed an investment in Professional Security Consultants (PSC), a national provider of physical security guard services. The investment was made through FVLCRUM’s existing SafeTouch Security platform, combining PSC’s physical guarding capabilities with SafeTouch’s electronic security and monitoring solutions to offer integrated services nationwide.

Align Capital Partners (ACP) completed an investment in Advantage Investigations, an insurance investigative services provider specializing in surveillance, research, and related solutions. The transaction was completed via an acquisition from MD Holdings, with CEO Shelly Kummings continuing to lead the business as ACP supports Advantage’s growth strategy, technology roadmap, and continued M&A expansion.

Global Guardian, an international risk management and security services provider, acquired Solace Global Risk, a travel risk management company with a strong European footprint and a proprietary technology platform. Solace Global Risk will continue operating under its existing brand for 12–18 months while Global Guardian migrates its client base to Solace’s platform and invests in further development to expand functionality and improve the user experience.

Convergint, a global service-based systems integrator, acquired NuSource Financial LLC, a provider of branch transformation, ATM services, and security solutions for U.S. financial institutions. The deal expands Convergint’s financial services security capabilities (including ATMs/ITMs, teller cash recyclers, and remote managed services) and brings over 140 NuSource employees into Convergint. Mosaic Capital Partners announced its exit from NuSource in connection with the sale; financial terms were not disclosed.

Harbor Compliance announced the acquisition of CorpoMax Inc., a Delaware-based provider of incorporation and compliance services delivered in French to entrepreneurs and professionals worldwide. The deal expands Harbor Compliance’s service portfolio and strengthens its international footprint, including deeper reach into French-speaking markets such as French Canada, while enabling CorpoMax clients to access Harbor Compliance’s proprietary software and broader compliance infrastructure.

Xceed Foodservice Group, a portfolio company of San Francisco Equity Partners, announced an investment in Stillwater Provisions to expand Xceed’s foodservice brokerage footprint into the Mid-Atlantic, including Eastern Pennsylvania, New Jersey, Delaware, Maryland, West Virginia, Virginia, North Carolina and South Carolina. Stillwater Provisions’ management team will continue to operate the business, and owner Jason Seely retained significant equity ownership in Xceed. Financial terms were not disclosed.

119th Street Capital, an Indiana-based family office focused on financial services, announced its acquisition of Armada Analytics, a provider of commercial real estate advisory services. Armada will continue its growth trajectory alongside its existing management team, with 119th providing financial and strategic resources to support organic and inorganic expansion.

G&A Partners, a professional employer organization (PEO) and HR outsourcing provider, has acquired Houston-based HR outsourcing firm HRO Resources. As part of the transaction, G&A Partners will maintain HRO Resources' brokerage firm in Austin, Texas, and integrate it into G&A Beneficial. The combined business will continue providing HR, payroll, benefits administration, and HR compliance services to small businesses nationwide.

Command Investigations, a national provider of investigative and surveillance services for the insurance defense market, acquired Merge Investigations, Inc., an investigative firm based in Lancaster, Pennsylvania. The deal expands Command Investigations’ national footprint and strengthens its SIU fraud abatement/compliance and web/OSINT investigation capabilities, including Merge’s proprietary S.C.A.N. program.

Newmark Group, Inc. announced the acquisition of RealFoundations, Inc. and its subsidiaries and affiliates, a real estate-focused consulting and managed services firm headquartered in Dallas, Texas. The deal is intended to expand Newmark’s Investor Solutions and managed services capabilities, including fund and asset management services for institutional clients across the U.S., Europe and Asia-Pacific. Financial terms were not disclosed.

Volaris Group, an operating group of Constellation Software Inc., announced the acquisition of Alpine Testing Solutions Inc., a psychometric consulting and test security services provider for credentialing and licensure programs. Founded in 1991 and headquartered in Orem, Utah, Alpine will continue to be led by CEO Stephen Price and will join Volaris Group’s Smith Portfolio under Mike Borello.

Frontenac completed the recapitalization/acquisition of Beckway Consulting, LLC, a professional services firm providing hands-on operational, performance improvement, and financial solutions to private equity sponsors, their portfolio companies, and corporate clients. The transaction was completed in partnership with Beckway’s co-founders and management team, with Shvetank Shah joining as Chairman at closing. Monroe Capital provided and arranged a senior credit facility to support the acquisition; financial terms were not disclosed.

The K Team, LLC, owned by business consultant Kristi (Yodis) May, acquired J&E Business Group, a Lancaster, Pennsylvania-based business brokerage co-founded by Harry Jefferies and Larry Etherton. The deal expands The K Team’s capabilities to support business owners not only in operational growth and marketing, but also in business transition and exit planning. J&E’s founders will remain involved in advisory roles to support a smooth transition.

Stout, a global advisory firm, acquired Appraisers and Planners, Inc., a New York City-based commercial real estate valuation firm. The Appraisers and Planners team of more than 15 professionals will join Stout’s Real Estate Valuation practice within its Valuation Advisory group, expanding Stout’s real estate appraisal and litigation support capabilities. The transaction was finalized on September 16, 2025, and represents Stout’s first acquisition since Integrum’s investment in July 2025.

Riviera Partners, a global executive search firm specializing in technology leadership, acquired Board and Technology (BaT). As part of the transaction, BaT founder Olof Pripp joined Riviera Partners as a Partner, and BaT will continue operating under its name, co-branded as “Board and Technology – Powered by Riviera Partners.”

Tag Agency Professionals (TAP) acquired EZDMV, a private tag agency specializing in fleet title and registration services. EZDMV founder Dennis Sullivan and the existing management team will remain to lead operations while leveraging TAP’s resources to expand services and support TAP’s national growth.

3LS, Inc., an employee-owned family of companies, acquired ESOP advisory firm 40 Million Owners. The acquired business will join the growing 3LS Professional Services division, expanding 3LS’s capabilities in advising ESOPs and ESOP holding companies on acquisition strategy, sourcing/execution, and post-acquisition integration. As part of the transaction, 40 Million Owners co-founder Mike Brady will serve as Managing Director leading day-to-day operations, and co-founder Michael Morosi will become 3LS’s first Chief Investment Officer overseeing capital allocation and corporate development.

Jadida Capital, LLC acquired Construction Inspection Specialists, LLC, a provider of nationwide construction inspection and risk-management services for lenders, investors, and developers. The transaction closed on September 3, 2025, with Generational Group serving as the M&A advisor to Construction Inspection Specialists.

Sight & Sound Productions, LLC and its subsidiaries, a Jacksonville, Florida-based event planning and audio-visual production provider, were recapitalized by private equity firm Dubin Clark & Company. Heritage Capital Group served as exclusive financial advisor and intermediary to Sight & Sound Productions; transaction terms were not disclosed.

CNL Strategic Capital, LLC acquired International Franchise Professionals Group (IFPG), a tech-enabled membership network and marketplace serving franchisors, franchise consultants, and vendors. IFPG, founded in 2012 and headquartered in Parlin, New Jersey, had been partnered with Princeton Equity Group since 2022; CNL described the deal as its 17th portfolio company investment, bringing total investment to approximately $113.5 million.

Egon Zehnder announced the acquisition of The Prince Houston Group, a New York-based boutique executive search firm focused on asset and wealth management. The deal is intended to strengthen Egon Zehnder’s U.S. Financial Services Practice and broaden The Prince Houston Group’s reach through Egon Zehnder’s global leadership advisory and executive search platform.

Security Services Holdings LLC ("Protos"), backed by Southfield Capital, completed the divestiture of Mulligan Security (including MG Security Services) to Allied Universal. The transaction closed on July 3, 2025. Protos stated the sale supports its strategy to focus investment and growth on its tech-enabled managed services security platform.

Everside Capital Partners closed an investment in Sight & Sound Productions, an event production and décor services company providing audiovisual equipment, furniture, and décor for corporate and social events. The investment supported a recapitalization of the Jacksonville, Florida-headquartered business and was completed alongside a Nashville-based SBIC partner.

B. Riley Financial, Inc. sold its advisory services business GlassRatner (GlassRatner Advisory & Capital Group, LLC and B. Riley Farber Advisory Inc.) to funds managed by TorQuest Partners for $117.8 million. B. Riley expects to record an approximate $66 million gain on the sale and plans to redeploy capital toward its core investment banking and wealth management businesses. GlassRatner, headquartered in Atlanta, Georgia, will become TorQuest Partners Fund VI’s third platform investment.

Unity Partners LP completed a strategic private equity investment in Amplēo, a provider of fractional finance, marketing, and HR managed professional services. Amplēo management and Brooks Growth Partners partnered alongside Unity in the transaction, with financial terms undisclosed.

Prenax, a European-owned subscription management firm founded in Sweden, acquired Couranto, a Florida-headquartered provider of corporate subscription and information contract management services. The transaction was advised by The DAK Group on behalf of Couranto and is intended to create a fully integrated corporate subscription management solution in the United States.

Sound Growth Partners (SGP) completed a majority recapitalization of BARS, LLC on June 18, 2025, providing all capital for the transaction via its One-Stop Buyout structure. Headquartered in Lakewood, Colorado, BARS provides in-store ID check compliance services for convenience and grocery stores across the United States and Canada.

Powerling acquired Idem Translations, Inc., a California-based language services provider specializing in certified translations for medical device and other life sciences organizations. The deal expands Powerling’s US West Coast presence and strengthens its capabilities in regulated, compliance-driven life sciences content solutions as Idem founder Mariam Nayiny retires.

Slingshot Insights announced it has acquired Noble Insights, a global expert network, to broaden its sector coverage beyond healthcare and deepen its capabilities across global markets. The combined company will offer an expanded expert network platform for interviews, transcripts, surveys, and custom research for institutional and individual investors, with Noble founder Michael Wolin joining Slingshot as President of Business Development.

Integrum Holdings LP entered into a strategic partnership to acquire Stout, with Integrum-advised funds investing alongside Stout’s employee shareholders while Stout’s management team remains in place and employees retain a meaningful equity stake. The transaction was announced June 2, 2025 and completed on July 16, 2025; financial terms were not disclosed. The deal represents an exit for prior investor Audax Private Equity, which first invested in Stout in November 2021.

McMillan Pazdan Smith announced it has acquired Jumper Carter Sease (JCS), a West Columbia, South Carolina-based architecture firm founded in 1929. The combination expands McMillan Pazdan Smith’s architecture and advisory capabilities across the South Carolina Midlands and the broader Southeast, with JCS principals Todd Sease and Joel Carter continuing in leadership roles.

IMS Consulting & Expert Witness Services (dba IMS Legal Strategies) acquired MMR Strategy Group, a Southern California-based marketing research and consulting firm focused on litigation surveys and advertising claim substantiation. The deal expands IMS Legal Strategies’ in-house litigation support capabilities, adding PhD-level experts and strengthening its ability to provide trial-ready evidence and expert testimony. Financial terms were not disclosed.

The Acacia Group and Connor Consulting Corp. entered into a strategic growth partnership involving an injection of new capital and operational collaboration. The investment is intended to support Connor’s continued scaling and innovation in royalty and software license compliance audit and advisory services for global enterprise customers.

HGGC, a Palo Alto-based private equity firm, acquired majority ownership of Equity Methods on April 28, 2025. The stake was purchased from existing owner Montage Partners, which exited its investment after backing Equity Methods since its 2012 spinout from Bank of America Merrill Lynch. HGGC will support Equity Methods’ continued expansion of its equity-compensation-related valuation, financial reporting, and human capital advisory services, including further investments in technology and talent.

Tag Agency Professionals, Inc. (TAP) acquired Tags & Titles Services, LLC, a Georgia-based automotive title and registration services provider with 30 years of experience. The deal expands TAP’s footprint to more than 24 states and strengthens its nationwide DMV processing, title work, and vehicle registration offerings for fleets, dealerships, and financial institutions. Tags & Titles’ prior owners, Nick and Lyla, will remain with the business as Co-Presidents and existing staff will be retained.

TRC Companies, Inc., a global professional services firm focused on the energy transition, acquired Rampart, a land rights acquisition company. Rampart provides right-of-way, permitting, and land services to utility, oil and gas, renewable energy, and public works clients across the Southern and Mid-Atlantic United States, expanding TRC’s capabilities in energy and infrastructure markets.

The Visualize Group, a private investment firm, agreed to acquire BMM Testlabs, a provider of testing, inspection, compliance, and certification (TICC) services for the global regulated gaming industry. BMM CEO Martin Storm will retain a significant stake and continue to lead the business, with the transaction subject to regulatory approvals and financial terms undisclosed.

Association Headquarters (AH) acquired Association Executives Group (AEG), a Wisconsin-based association management firm. AEG will integrate into AH's operations while maintaining its brand, client relationships, and team, and will operate as “Association Executives Group, an Association Headquarters Company.”

Quad-C Management announced an investment in Tax Protection Plus (TPP), a provider of post-filing tax solutions including tax protection, identity theft restoration, and taxpayer benefit programs. TPP is headquartered in Winston-Salem, North Carolina, and its management team led by CEO Matt Lievens will remain in place and retain significant ownership. Financial terms of the transaction were not disclosed.

CTI, a U.S. audiovisual integration and live events provider, has acquired MP Productions of Little Rock, Arkansas. The deal adds MP Productions’ decades of arena and stadium event production experience to CTI’s Live Events operations and expands CTI’s event production capabilities nationwide.

An affiliate of H.I.G. Capital completed a strategic investment in 360 Destination Group (360DG) and CSI DMC (CSI) to facilitate a merger of the two destination management companies. The combined business will provide end-to-end corporate event services across 46 destinations in the United States and internationally, expanding scale and capabilities for enterprise customers.

Northstar Capital made a debt investment and equity co-investment in Loss Prevention Services (LPS), a tech-enabled outsourced vehicle recovery services provider. The investment supports LPS’s private equity sponsor, Clearview Capital, in financing the transaction, with LPS remaining a Clearview portfolio company.

Mangrove Equity Partners, in partnership with Sunlake Capital Partners, launched a new investigations-services platform, Sphere Investigations (Sphere Investigations Holdings, LLC). As part of the launch, Sphere completed its initial investments/acquisitions in PHENIX Investigations, Inc. and Fraud Sniffr, Inc., combining corporate and fraud-focused investigative capabilities for law firms, corporations, insurers, and related clients.

Amtivo Group acquired International Standards Authority, Inc. (ISA), an ANAB-accredited certification body headquartered in California, in a deal completed in March 2025. ISA specializes in ISO 9001 and aerospace-focused certifications including AS9100 and AS9120, strengthening Amtivo’s North American presence and its aerospace certification leadership.

IMN Solutions acquired Conference Incorporated (CI), an association and event management company based in Reston, Virginia. The transaction integrates the two firms’ association management capabilities and brings CI’s client portfolio under IMN Solutions’ umbrella as IMN continues its recent growth in expanded service lines.

MGT, a technology and advisory solutions provider serving state, local, and education (SLED) clients, announced the acquisition of Tambellini Group. Tambellini Group provides higher-education-focused technology research, market intelligence subscriptions, and advisory/professional services for CIOs and technology providers.

ZRG, a global talent advisory and executive search firm backed by private equity investor RFE Investment Partners, acquired Aspen Leadership Group (ALG), a specialist executive search and leadership consulting firm serving higher education and the broader nonprofit sector. The deal strengthens ZRG’s Education Practice by adding ALG’s fundraising/development and advancement recruiting expertise alongside complementary finance and operations search capabilities. Hunt Scanlon Ventures served as strategic advisor in facilitating the transaction.

BryteBridge Group, a provider of nonprofit formation, compliance, and financial management services, acquired 501c3 Center, MoneyMinder, and Nonprofit Suite to expand its end-to-end offerings for nonprofit organizations. The additions broaden BryteBridge’s capabilities across early-stage formation and filings, nonprofit-focused financial management software, and outsourced accounting/CFO services. BryteBridge is backed by RFE Investment Partners and Knox Capital.

Peoples Company acquired Oswego, Illinois-based Land Pro LLC, a farm management, land investment consulting, brokerage, and real estate services firm. Effective January 1, 2025, Land Pro LLC, its owner Ray Brownfield, and staff became an affiliate of Peoples Company while continuing to operate under the Land Pro LLC name. The deal expands Peoples Company’s presence in Illinois following its 2024 acquisition of The Atkins Group’s farmland management business.

Genstar Capital has made a strategic majority investment in Aperture, LLC, a national provider of forensic expert witness and litigation dispute support services. Headquartered in Arlington, Texas, Aperture provides services including accident reconstruction, biomechanical and human factors analysis, and construction and commercial litigation support. The investment is intended to support Aperture’s continued growth, including expansion of services and M&A.

Gill, Denson & Company LLC announced it has acquired RealValue Property Tax, a Texas-based firm specializing in reducing real estate and business property taxes. The acquisition expands Gill, Denson & Company’s capabilities in property tax advisory and real estate data analysis to better serve property owners across all 254 Texas counties.

VSS Capital Partners completed a new platform investment in Lumenci, Inc., a full-service intellectual property (IP) consulting firm, in association with Century Equity Partners. The investment is intended to support Lumenci’s next phase of growth through expansion of services and global geographic reach; financial terms were not disclosed.

ZP Better Together, a provider of video relay services and other accessibility-focused interpretation solutions for deaf and hard of hearing communities, will join the Teleperformance family. The transaction provides Teleperformance (parent of LanguageLine Solutions) expanded capabilities in interpreting and equitable communication access; Jefferies advised ZP Better Together on the sale.

PRA, a business events and destination management company, acquired Island Style Innovations, a Hawai‘i-based destination management and events/incentive program specialist founded in 2014. Island Style Innovations’ team will join the PRA Hawai‘i office led by Debbie Weil-Manuma and will rebrand as PRA as part of PRA’s ongoing expansion strategy; PRA is majority owned by investment funds managed by EagleTree Capital.

Charlesbank Capital Partners entered into a strategic partnership to become an investor in CCMC alongside CCMC’s management team. Concurrently, a new parent company, Community Management Holdings, was formed to pursue adjacent growth opportunities and oversee M&A and expansion into additional community types.

ICTS Europe acquired First Coast Security (FCS), a Jacksonville, Florida-based provider of corporate security services across North America. The deal makes FCS the North American corporate security business unit of ICTS Europe, expanding ICTS Europe’s U.S. presence while maintaining continuity for FCS clients and staff. Terms were not disclosed.

Contego Investigative Services (Contego) acquired Investigation Specialists, Inc. (ISI), a veteran provider of surveillance and field investigations. The transaction combines the firms’ investigative and fraud-mitigation capabilities, expanding Contego’s service offerings and strengthening its footprint in the Southeast to better serve insurance carriers and other payors nationwide.

Red Iron Group announced a strategic investment in Charter Impact, a provider of business management and student data services for charter schools and nonprofit organizations. The investment provides long-term capital and operational support to accelerate growth, enhance technology-enabled service offerings, and pursue potential strategic acquisitions, while Charter Impact’s existing leadership and management team remain in place and continue as owners alongside Red Iron Group.

Absolute Systems LLC acquired Eclipse Integration, LLC of Peculiar, Missouri, for an undisclosed amount. Alarm Financial Services (AFS) provided financing for the deal. The acquisition expands Absolute Systems’ commercial security customer base and strengthens its presence in the Kansas City metropolitan market.

Marshall & Stevens, Incorporated acquired Equitable Value, LLC, a valuation advisory and litigation support firm founded in 2017. The deal expands Marshall & Stevens’ New York-area capabilities in financial valuation, litigation support, and divorce/matrimonial-related services, and marks its seventh valuation-focused acquisition since 2023.

Amtivo Group has acquired Quality Systems Registrars (QSR), an ANAB-accredited U.S. certification body. The deal strengthens Amtivo’s presence in the U.S. market and adds QSR’s expertise in specialized standards (including Responsible Care) and its client network across multiple regions.

Apex CoVantage, an AI-assisted content and data transformation company, acquired Progressive Publishing Services, a Pennsylvania-based provider of medical and healthcare publishing services. The deal expands Apex CoVantage’s capabilities and presence in nursing and healthcare publishing, combining Apex’s technology-driven workflows with Progressive’s specialized editorial and production expertise.

Hubbell’s senior management team, led by executive leaders Zach Hyder and Gina Maffei, acquired the public affairs firm from its founder, Ward Hubbell. TobinLeff advised the senior management team on the transaction, facilitating Hyder and Maffei’s move to full ownership of the company.

Everlane Equity Partners, a Boston-based private equity firm, made an investment in Monument Advocacy, a national bipartisan government relations and public affairs firm. The partnership is intended to support Monument Advocacy’s growth, expansion into additional markets and policy areas, and continued delivery of integrated advocacy and communications services under its existing leadership team.

RelyOn has agreed to acquire GlobalExSolutions (GExS), a Houston-based provider of safety and technical training for low- and high-voltage electrical environments and explosive areas. The deal marks RelyOn’s entry into the U.S. electrical training market and expands its electrical and explosive-area training and inspection service offering across energy and other safety-critical industries.

New State Capital Partners acquired a majority stake in The Expo Group, an Irving, Texas-based provider of trade show and live event services across North America. The investment was made in partnership with The Expo Group’s management team and existing owners, who reinvested substantial proceeds, and New State partnered on the transaction with independent sponsor Panos Partners. Financial terms were not disclosed.

ROI CX Solutions ("ROI") announced it has acquired Active TeleSource, Inc. ("ATI"), an outsourced customer experience services provider focused on regulated utility markets. The acquisition expands ROI’s customer experience offerings in the electric, gas, and water utilities sectors, including customer care, technical support, and LIHEAP-related services.

iPROMOTEu acquired fellow promotional products distributor organization AIA Corporation, bringing together two Counselor Top 40 distributor networks. Financial terms were not disclosed; the companies reported combined 2023 revenue of more than $365 million. AIA will operate as a division of iPROMOTEu, and AIA CEO Nancy Schmidt will remain involved as an executive advisor for a period following close.

Labyrinth, Inc., the nonprofit brand of Harbor Compliance, has acquired Smart Charity, a provider of charitable registration and nonprofit compliance services. The deal expands Harbor Compliance’s ability to deliver single-source regulatory compliance services to more nonprofits nationwide and will integrate Smart Charity’s clients and staff into Labyrinth, Inc.

Standish Management, LLC completed the acquisition of CORE-CCO Services, LLC, a specialty compliance firm focused on the private fund industry. Standish, an investor in CORE since 2021, increased its ownership to a majority stake, and CORE will be rebranded as Standish Compliance Services.

Titan Security Group, a portfolio company of Quad-C Management, announced a strategic merger with Marksman Security Corporation to expand security staffing and systems integration capabilities across a broader national footprint. Both companies will continue operating under their respective brands, with leadership from Titan and Marksman continuing in the combined organization; financial terms were not disclosed.

Proteus Discovery Group acquired Novitas Data to expand its eDiscovery offerings and geographic reach across the United States. The deal adds Relativity Server expertise, digital forensics, and scanning services to Proteus’ suite of eDiscovery and information governance solutions. Arbor Ridge Partners served as exclusive advisor to Novitas in arranging the transaction.

Marshall & Stevens, Incorporated acquired Acuity Advisors, a valuation and transaction advisory firm founded in 1989 and headquartered in Orange County, California. The deal expands Marshall & Stevens’ valuation and transaction advisory capabilities, adding Acuity’s ESOP-focused advisory practice alongside broader services such as financial reporting valuations, tax-related opinions, and ownership transition execution.

THL Partners agreed to make a majority investment in YA Group, an international professional services firm providing forensic consulting, engineering, and risk mitigation services primarily to the insurance industry. YA Group’s management, employees, and existing capital partner CIVC Partners will retain significant ownership stakes, and the partnership is intended to support organic growth and future strategic acquisitions. The transaction is expected to close in fall 2024.

a360inc, a technology and outsourcing solutions company, has acquired ProVest, a Tampa-based provider of process and litigation information services for creditors. The transaction also included a growth investment in a360inc by funds managed by Morgan Stanley Investment Management (MSIM), Knox Capital, and Nonantum Capital Partners to enhance a360inc’s service offerings.

Marshall & Stevens, Incorporated announced the merger of its firm with ValueScope, Inc., a valuation consulting and litigation support firm headquartered in the Dallas–Fort Worth area of Texas. The transaction expands Marshall & Stevens’ presence in Texas and adds capabilities including transfer pricing, business consulting, and quality of earnings services.

Grace Hill, a talent and performance management solutions provider for commercial and multifamily real estate and a subsidiary of Aurora Capital Partners, acquired The Shadow Agency, a nationwide full-service mystery shopping company. The acquisition combines the companies’ technology, solutions, and personnel to expand Grace Hill’s mystery shopping capabilities (including video, in-person, phone, virtual, and recorded telephone shopping) for multifamily and other industries, with The Shadow Agency’s employees joining the Grace Hill brand.

Winsted, a global provider of custom control room consoles and technical furniture, has acquired control room consulting and design firm Design Matters. Design Matters will operate as a separate business unit within Winsted, with Steve Whitley continuing as President, to expand consulting and design capabilities alongside Winsted’s manufacturing and solutions offerings.

Eastward Partners, an executive search and human capital consultancy, announced it has acquired Press & Associates. Press & Associates specializes in executive-level technology talent searches for private equity firms and their portfolio companies across North America, strengthening Eastward’s capabilities in tech leadership recruiting and human capital research.

Southfield Capital announced a partnership/investment in Business Development Resources, Inc. (BDR), a Seattle-based business coaching and training organization serving field services contractors and distributors. Concurrent with Southfield’s investment, BDR acquired BxB Media, a full-service marketing agency serving similar customers, and will operate BxB Media as a new Marketing Services department under BDR. BDR owner Bruce Wiseman will remain involved post-close and continue as CEO; Tree Line Capital Partners provided debt financing.

Command Investigations LLC, a portfolio company of Monument MicroCap Partners, acquired Abacus Research Inc., a full-service investigative agency serving insurance and corporate clients. Abacus is headquartered in Plainfield, Illinois and provides nationwide investigative services including surveillance, background checks, and corporate investigations. The deal represents Command’s sixth add-on acquisition since its 2019 recapitalization by Monument.

Aperture, LLC, a portfolio company of Trinity Hunt Partners, announced that it has purchased The BERO Group, Inc., a forensic expert and litigation dispute support firm. The acquisition adds BERO’s intellectual property and commercial litigation-related damages expertise to Aperture’s broader forensic and dispute support services platform.

Maritz acquired Convention Data Services (CDS), a provider of event registration, on-site services, business intelligence, and lead management for trade shows and association events. The deal was completed on July 1, with CDS being acquired from Freeman; financial terms were not disclosed.

Stout, a global advisory firm, acquired Financial Research Associates, Inc. (FRA), a financial consulting firm specializing in business valuation, forensic accounting, and litigation support. The deal, finalized July 1, 2024, adds FRA’s 30+ professionals to Stout’s Valuation Advisory group and expands Stout’s valuation and litigation support capabilities in the tri-state area.