Platform Accounting Group Acquires AWG Wine Advisors

AWL/Accolade (Vinarchy) Acquires Pernod Ricard’s International Wine Portfolio

April 30, 2025

Food & Beverage

Australian Wine Holdco Limited (AWL), a consortium of institutional investors and owner of Accolade Wines, has completed the acquisition of Pernod Ricard’s portfolio of strategic international wines effective April 30, 2025. The deal combines the Pernod Ricard wine assets (including Jacob’s Creek, Campo Viejo, Brancott Estate and others) with Accolade to form a new global wine company, Vinarchy, while Pernod Ricard will continue distribution for a transitional period.

Prosperity Partners Acquires Wiener and Garg (W&G)

October 1, 2024

Accounting & Tax

Prosperity Partners, a Chicago-headquartered accounting platform backed by Unity Partners, has completed the acquisition of Wiener and Garg (W&G), a Rockville, Maryland-based tax, accounting and advisory firm founded in 1980. The deal expands Prosperity's presence in the Greater Washington, D.C. area; W&G partners Subhash Garg and Vikesh Bansal will remain with the business and all W&G employees will join Prosperity's Employee Purpose Plan.

Ryan Acquires Tax Advisory Services Group (TASG)

January 10, 2022

Accounting & Tax

Ryan, the global tax services and software firm headquartered in Dallas, has acquired Tax Advisory Services Group, LLC (TASG), a Houston-based excise tax and motor-fuels compliance provider. The deal expands Ryan's fuels tax and excise-tax compliance capabilities (including vape and tobacco tax reporting) and brings TASG's U.S. tax specialists and Philippines-based operations into Ryan; TASG co-founders Oscar L. Garza and Khristine K. Espinoza will join Ryan as Principals.

Savvy Advisors Adds Colorado Wealth Group

February 12, 2026

Wealth Management

Savvy Advisors Inc., a tech-enabled RIA platform affiliated with Savvy Wealth, announced the addition of Denver-based Colorado Wealth Group (CWG), bringing approximately $300 million in client assets. CWG’s eight-person team retains ownership of their book while gaining access to Savvy’s back-office infrastructure, AI-enabled tools and operational support as Savvy continues rapid advisor-led platform growth.

IWSR (FPE Capital portfolio) Acquires Wine Intelligence

January 18, 2021

Data & Analytics

IWSR, the FPE Capital-backed B2B data and information provider for the global drinks industry, has acquired Wine Intelligence, a wine consumer research and insights specialist. The deal creates a combined offering that expands IWSR's consumer insights capabilities and broadens its coverage across wine, beer, spirits and RTD categories for global beverage alcohol clients.

Colangelo & Partners Acquires Majority Stake in WineGlass Marketing

December 4, 2024

Marketing & Advertising

Colangelo & Partners has acquired a majority stake in WineGlass Marketing, a Napa-based digital marketing agency focused on the wine and spirits industry. WineGlass will continue to operate under founder Susan DeMatei while drawing on Colangelo & Partners' PR, branding and trade resources to expand digital capabilities and gain a physical presence in Napa.