SolomonEdwards Acquires Steele Consulting

Diligent Corporation Acquires Steele Compliance Solutions

February 25, 2021

Cloud & SaaS

Diligent Corporation has signed an agreement to acquire Steele Compliance Solutions, a global leader in ethics and compliance SaaS, to extend Diligent's modern governance platform with Steele’s ethics and compliance capabilities. Financial terms were not disclosed; the deal was announced February 25, 2021 and was expected to close in early March.

SolomonEdwards Acquires CFO's Domain

February 26, 2026

Professional Services

SolomonEdwards has acquired CFO's Domain, a Los Angeles-based consulting and recruiting firm specializing in Office of the CFO advisory services. The deal expands SolomonEdwards' finance and accounting consulting capabilities, strengthens its West Coast presence, and brings CFO's Domain's co-founders into the SolomonEdwards leadership team.

SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

Accounting & Tax

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

Grant Thornton Advisors Acquires Stax

September 22, 2025

Consulting

Grant Thornton Advisors LLC has acquired Stax, a global strategy consulting firm specializing in commercial due diligence, value creation and exit-planning services. The deal (supported by New Mountain Capital) adds approximately 300 Stax professionals to Grant Thornton Advisors' multinational transaction advisory platform; Blue Point Capital Partners exited the investment.

Wellspring Capital Management Acquires Steele Solutions, Inc.

June 4, 2020

Manufacturing

Wellspring Capital Management closed its acquisition of Steele Solutions, Inc. on May 29, 2020. The New York-based private equity firm acquired the Milwaukee-headquartered designer and manufacturer of structural steel platforms and mezzanines to support growth and capitalize on long-term e-commerce and warehouse automation trends; financial terms were not disclosed.

Envista Forensics Acquires Stephenson Consulting Group

November 19, 2020

Engineering Services

Envista Forensics has acquired Stephenson Consulting Group, a building consulting and project management firm headquartered in Arlington, Texas. The acquisition brings 12 employees and the company's founders into Envista's Building Consulting division to expand Envista's capabilities serving insurers, property owners and legal clients.