ION Markets Acquires Clarus Financial Technology

ION Group Acquires DASH Financial Technologies

June 2, 2021

Financial Services

ION Group has acquired DASH Financial Technologies from Flexpoint Ford, adding DASH's options technology and execution capabilities to the ION Markets division. The deal, which closed following regulatory approvals, expands ION's trading automation and execution offerings for buy-side and sell-side clients.

Marlin Equity Partners Acquires Clarus Commerce

July 8, 2019

Marketing & Advertising

Marlin Equity Partners has completed the acquisition of Clarus Commerce, a provider of premium subscription loyalty programs and a technology platform for retailers. The transaction was made alongside Clarus management with minority investment from Norwest Venture Partners; Marlin said it will support product investment, partnerships and accelerated growth.

TriNet Acquires Clarus R+D Solutions LLC

September 6, 2022

Cloud & SaaS

TriNet has acquired Clarus R+D Solutions LLC, a fintech company that provides a cloud-based R&D tax credit platform and related professional services for SMBs. Clarus will operate as a wholly owned subsidiary and its leadership, including former CEO Chris Winslow, will join TriNet to lead a newly created Tax Credits Business Unit; terms were not disclosed.

mPulse Acquires Clarity Software Solutions

August 27, 2025

Healthcare Services

mPulse has acquired Clarity Software Solutions to combine Clarity's health communications and member-journey production capabilities with mPulse's Health Experience and Insights (HXI) platform, creating an omnichannel, AI-enabled member engagement solution. The deal was supported by mPulse's majority investor PSG and transitions Clarity leadership into mPulse (Steve Mongelli becomes President) to accelerate product integration and market expansion.

Clearstead Advisors Acquires The Clarius Group

January 31, 2026

Wealth Management

Clearstead Advisors has acquired The Clarius Group, a Seattle-based multi-family office overseeing approximately $5.1 billion in assets, with the transaction closing on January 31, 2026. Thirty-six Clarius professionals, including co-founders Keith Vernon and Matthew Talbot, joined Clearstead as part of the deal, which strengthens Clearstead's ultra-high-net-worth and family office capabilities and its presence in the Pacific Northwest.

Talus Pay (A&M Capital) Acquires Jobox.ai and Clarus Merchant Services

January 4, 2024

Payments & Fintech

Talus Pay, a portfolio company of Alvarez & Marsal Capital (A&M Capital Partners), has acquired fintech/mobile-scheduling provider Jobox.ai and B2B payments provider Clarus Merchant Services to expand its payments technology and B2B capabilities. The add-on acquisitions deepen Talus Pay’s capabilities in home and facility services and broader B2B verticals while increasing its scale across merchant customers and payment volume.