Senior Resource Group Acquires Atria Mt. Pleasant (The Artisan Mt. Pleasant)

Madison River Capital Invests in Senior Care Therapy

January 10, 2024

Healthcare Services

Madison River Capital (MRC) has made a growth investment in Senior Care Therapy (SCT), a provider of psychology and mental health services to geriatric residents in long-term care, sub-acute, and assisted living facilities. The capital and operational resources will be used to accelerate SCT's geographic expansion and broaden access to its mental-health offerings while management, led by founder Alisa Rosenfeld, retains a significant ownership stake.

Atria Wealth Solutions Acquires Grove Point Financial

September 5, 2023

Financial Services

Atria Wealth Solutions has completed the acquisition of Grove Point Financial, a Rockville, Maryland-based independent wealth management firm. The deal brings approximately 400 independent financial professionals and about $15 billion of assets under administration to Atria, expanding its advisor network and scale across its multi-channel wealth management platform.

Ridgemont Equity Partners Acquires Agape Care Group from Vistria Group

October 19, 2021

Healthcare Services

Ridgemont Equity Partners has acquired Agape Care Group, a leading hospice and palliative care provider headquartered in Spartanburg, South Carolina, from The Vistria Group. Financial terms were not disclosed; Ridgemont plans to expand Agape's geographic footprint across the Southeast and continue growth through de novo locations and add-on acquisitions.

The Mather Group Acquires Resource Advisory Services

June 16, 2020

Wealth Management

The Mather Group (TMG), a family- and employee-owned wealth management firm headquartered in Chicago, has acquired Knoxville-based Resource Advisory Services, a fiduciary-only RIA with $116 million in assets under management. The deal expands TMG’s footprint in the Southeast and increases its AUM, while Resource Advisory Services’ founder David Lewis joins/partners with TMG under its fiduciary, fee-only platform.

Wealth Enhancement Group Acquires Adirondack Retirement Specialists, Inc.

November 16, 2023

Financial Services

Wealth Enhancement Group acquired Adirondack Retirement Specialists, Inc., a hybrid RIA based in Queensbury, New York, bringing a team of two advisors and three support staff and approximately $272 million in client assets. The deal expands Wealth Enhancement Group's presence in the Northeast and adds retirement-focused advisory capabilities to its national wealth management platform.

United Homes Group Acquires Rosewood Communities

October 26, 2023

Real Estate

United Homes Group, Inc. (UHG) has acquired Rosewood Communities, a private homebuilder operating in the Upstate South Carolina markets of Greenville and Clemson. The acquisition expands UHG's footprint in the Upstate and adds Rosewood's cottage-style home designs to UHG's product offering; Mark Nyblom, Rosewood's former owner, will remain as Division Manager - Rosewood.