Walker Reid Strategies and Blue Energy Group Merge to Form Walker Blue, LLC

TRC Companies Inc. Acquires Blue Oak Energy

July 12, 2022

Energy

TRC Companies Inc. has acquired Sacramento-based Blue Oak Energy, a solar and energy storage engineering firm, to expand TRC’s renewable energy and Climate Solutions capabilities. Blue Oak’s team has delivered over 6 GW of solar projects (and supported over 12 GW through development) and is licensed in 30+ states, broadening TRC’s utility- and commercial-scale PV and storage engineering capacity.

Wireless Logic Acquires Blue Wireless

March 6, 2023

Telecommunications

Wireless Logic has acquired Singapore-headquartered Blue Wireless, a managed service provider for global fixed wireless and LTE/5G connectivity. The deal expands Wireless Logic's presence across Asia Pacific and the United States and strengthens its fixed wireless access and managed connectivity offerings; Blue Wireless operates ~70 employees across six offices.

True North Advisors Acquires Blue Investment Partners

June 30, 2025

Financial Services

True North Advisors, a Dallas-based registered investment adviser, has acquired Danville, California-based Blue Investment Partners, adding approximately $353 million in AUM and expanding True North’s presence in the San Francisco Bay Area. The deal is True North’s second acquisition since forming a growth partnership with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform and closed June 30, 2025; financial terms were not disclosed.

Alera Group Acquires Blue Communications and Bagwell & Bagwell Insurance

October 25, 2021

Professional Services

Alera Group, a national insurance and wealth management firm, has acquired Blue Communications, an HR consulting and internal communications agency headquartered in Hollywood, California, and Bagwell & Bagwell Insurance, a Raleigh, North Carolina property and casualty agency. The deals expand Alera's HR consulting, communications and insurance capabilities and extend its nationwide footprint; terms were not disclosed.

Perigon Wealth Management Acquires Blue Water Capital Management and Lumin Financial

March 5, 2024

Financial Services

Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC (Syracuse, NY) and Lumin Financial LLC (Southfield, MI), adding approximately $375 million of combined AUM. The transactions expand Perigon’s advisor-led RIA platform and bolster its presence in New York and Michigan; terms were not disclosed.

JOX Energy LLC Acquires EnergyWare LLC

September 25, 2020

Energy

JOX Energy LLC acquired EnergyWare LLC in a strategic acquisition announced Sept. 25, 2020. The deal brings EnergyWare's national energy-efficiency capabilities (including solar and HVAC project design, financing and implementation) under JOX Energy to expand service offerings and support customer growth.