Carousel Capital Recapitalizes Apex Analytix

KKR Acquires Majority Stake in apexanalytix from Carousel Capital

June 6, 2022

Data & Analytics

KKR has signed a definitive agreement to acquire a majority interest in apexanalytix, a supply-chain software, data and analytics provider. Carousel Capital will remain a significant minority owner; KKR’s investment is intended to accelerate apexanalytix’s global expansion, product development and talent recruitment.

United Capital Financial Advisors Acquires Apexium Financial

November 11, 2025

Financial Services

United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.

The Carlyle Group and Mubadala Take Minority Stakes in Apex Group Ltd.

July 15, 2021

Financial Services

Apex Group Ltd. secured minority equity investments from The Carlyle Group and Mubadala Investment Company alongside founder Peter Hughes and existing investors Genstar Capital and TA Associates. The capital supports Apex's continued organic growth and integration of recent acquisitions as it expands its global fund and asset servicing platform; financial terms were not disclosed.

Bakkt Holdings Acquires Apex Crypto LLC

April 3, 2023

Payments & Fintech

Bakkt Holdings, Inc. has completed the acquisition of Apex Crypto LLC after securing all required regulatory approvals. Apex Crypto is a turnkey cryptocurrency trading and custody platform that has facilitated $12.5 billion in crypto trades for 30+ clients; Bakkt expects the deal to expand its crypto capabilities, scale client reach and accelerate its path to profitability.

Prairie Capital VI Recapitalizes Netalytics

February 21, 2020

Cloud & SaaS

On February 21, 2020 Prairie Capital VI, LP partnered with founders Mark and Karen Essex to recapitalize Netalytics, a Greer, South Carolina provider of electronic medical records (EMR) and practice management solutions serving the substance use disorder (SUD) / opioid use disorder (OUD) market. Prairie Capital said it will support growth through investments in human capital, sales and marketing, technology and infrastructure, service-line expansion and add-on acquisitions.

Carousel Capital Recapitalizes Reliance Partners

August 29, 2022

Insurance

Carousel Capital partnered with Reliance Partners' management and existing investor Lamp Post Group to recapitalize Reliance Partners, a Chattanooga-based commercial insurance broker focused on the transportation industry. The recapitalization will provide capital and strategic support to help Reliance scale its premium volume (nearly $500 million today) and pursue its goal of exceeding $1 billion in gross written premiums.