United Capital Financial Advisors Acquires Apexium Financial

iCapital Network Acquires Axio Financial

September 21, 2021

Financial Services

iCapital Network has entered into a definitive agreement to acquire Axio Financial LLC, a provider of end-to-end services to the U.S. structured notes market. The acquisition will expand iCapital's alternative investment product menu, technology stack, education and distribution capabilities for financial advisors; terms were not disclosed and the deal was expected to close in Q4 2021.

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.

Advisor Group Acquires Infinex Financial Holdings

May 19, 2022

Financial Services

Advisor Group has signed a definitive agreement to acquire Infinex Financial Holdings, the holding company of a broker-dealer that supports banks, credit unions and institution-based advisors. Infinex, headquartered in Meriden, Connecticut, oversees roughly $30 billion in client assets and more than 750 financial professionals; the deal expands Advisor Group's presence in the financial institution channel and is subject to FINRA and other regulatory approvals.

Skyline Global Partners Makes Minority Growth Investment in Apex International

June 1, 2024

Manufacturing

Skyline Global Partners LLC closed a minority growth equity investment in Apex International in June 2024; financial terms were not disclosed. The capital will be used to support Apex’s growth (including pursuit of add-on acquisitions) as the contract manufacturer expands capacity for personal care and OTC products from its Minnesota facilities.

Apex Group Acquires Mainspring

September 1, 2022

Financial Services

Apex Group Ltd. has agreed to acquire UK-based fund services provider Mainspring, adding 70 employees across two UK offices and £9.7bn of assets under administration to Apex. The deal strengthens Apex’s private markets custody, SMA administration and venture capital fund administration capabilities and is subject to customary regulatory approvals.

Apex Group Acquires Chilean Fund Administrator Finix Group

October 17, 2024

Financial Services

Apex Group Ltd. has acquired Finix Group, a Chilean fund administration and back-office services provider, adding about 100 employees and roughly $10.5 billion in assets under administration. The deal gives Apex an entry into the Andean Latin American market (operations in Chile) and expands its fund- and asset-servicing footprint across Latin America.