Bertram Capital Acquires Cogency Global with CEO Bruce Jacobi

Cogency Global Acquires Tax Guard from Falfurrias Capital Partners

September 19, 2023

Accounting & Tax

New York-based Cogency Global Inc., backed by Bertram Capital, has acquired Westminster, Colorado-based Tax Guard, LLC from Falfurrias Capital Partners. The deal expands Cogency Global's tax risk assessment and compliance capabilities for lenders and other financial-services clients; terms were not disclosed and Raymond James served as Tax Guard's financial advisor.

TowerBrook Acquires Majority Stake in Berkeley Research Group (BRG)

February 27, 2025

Consulting

TowerBrook Capital Partners has made a majority equity investment in Berkeley Research Group (BRG), a Washington, D.C.-based expert services and consulting firm. As part of the transaction, existing investor Endeavour Capital will exit, BRG's management team will remain in place under CEO Tri MacDonald, and a syndicate led by Royal Bank of Canada will provide committed financing.

Helios Global Group Acquires Cogentia

February 13, 2024

Healthcare Services

Helios Global Group, a NorthEdge-backed full-service healthcare communications group, has acquired Cogentia, a Cambridge-based HEOR and market access consultancy. The acquisition expands Helios’s specialist HEOR and market access capabilities and increases the Group’s global talent base to better serve pharmaceutical, biotech and medical device clients.

Trianz Acquires CBIG Consulting

January 11, 2018

Data & Analytics

Trianz, a global digital transformation and technology services firm, has acquired CBIG Consulting, a Chicago-based Big Data and Analytics consulting business. The acquisition expands Trianz's analytics and data capabilities and adds CBIG's management team and expertise to Trianz's broader cloud, analytics and managed services portfolio; 7 Mile Advisors acted as exclusive buy-side advisor.

ZRG Acquires Bravanti

September 18, 2024

Consulting

ZRG, a global talent advisory firm backed by RFE Investment Partners, has acquired Bravanti, a Chicago-based advisory firm specializing in executive coaching, leadership development, and outplacement/career transition services. The acquisition expands ZRG's Consulting & Advisory Services capabilities and brings Bravanti's global cadre of coaches into ZRG while Bravanti's leadership team will continue to operate the business; financial terms were not disclosed.

New State Capital Partners Acquires Agility Recovery Services

November 30, 2023

Professional Services

New State Capital Partners has acquired Agility Recovery Services as an add-on to its AFIMAC business continuity platform. Agility, headquartered in Atlanta, provides subscription-based business continuity and disaster recovery services (backup power, temporary office space, network connectivity and mission-critical equipment); terms were not disclosed and Mark San Fratello was named CEO.