BryteBridge Acquires Foundation Group

RFE Investment Partners and Knox Capital Recapitalize BryteBridge Group

December 13, 2023

Legal Services

RFE Investment Partners and Knox Capital completed a recapitalization of BryteBridge Group, an outsourced compliance, legal and filing services provider for nonprofit organizations. The transaction brings new executive leadership (Mike Bryant as CEO, Larry Marshall as CFO), keeps Brian Davis as President, and positions BryteBridge to expand into a technology-enabled full-service legal and compliance platform and pursue buy-and-build opportunities into the for-profit SMB market.

BryteBridge Group Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite

February 6, 2025

Accounting & Tax

BryteBridge Group, a tech-enabled provider of nonprofit formation and compliance services backed by RFE Investment Partners and Knox Capital, has acquired 501c3 Center, MoneyMinder, and Nonprofit Suite to broaden its end-to-end nonprofit offerings. The deals expand BryteBridge's capabilities across formation, financial management software, and outsourced accounting/CFO services for small and mid-sized nonprofits.

Pivotree Acquires Bridge Solutions Group

August 26, 2021

IT Services

Pivotree Inc. entered into a definitive agreement to acquire Bridge Solutions Group Corp., a supply-chain service provider specializing in order management, warehouse management (Yantra WMS/IMS/Control Tower) and application integration. The total purchase consideration is USD$6.0 million (USD$5.0 million cash plus 194,459 common shares) with potential earn-outs tied to gross profit growth; the deal expands Pivotree's end-to-end frictionless commerce and supply chain capabilities.

The Brydon Group Acquires Peak Performance Solutions

July 13, 2023

Software

The Brydon Group has acquired Peak Performance Solutions, a Tallahassee-based provider of training, compliance and audit software for law enforcement agencies. Financial terms were not disclosed; Byline Bank and NorthCoast Mezzanine provided financing to support the transaction and Peak's co-founders will remain in advisory roles while a new CEO, John Kingsbury, will lead growth initiatives.

GTCR Acquires Foundation Source from Incline Equity Partners

September 13, 2023

Wealth Management

GTCR, a Chicago-based private equity firm, has acquired Foundation Source, the nation’s largest provider of foundation management services, from Incline Equity Partners. GTCR is partnering with wealth-technology veteran Joseph Mrak III as CEO and has committed capital to invest in technology enhancements, acquisitions and organic growth to expand Foundation Source’s product offerings and channel partnerships.

Foundation Partners Group Acquires Eight Funeral Firms (18 Locations)

September 28, 2022

Healthcare Services

Orlando-based Foundation Partners Group acquired eight funeral service firms in the first seven months of 2022, adding 18 locations and expanding its national footprint. The transactions bring a mix of cremation- and funeral-focused brands in California, Florida, Colorado and Arizona to Foundation Partners' network (which now exceeds 230 locations).