DFW Capital Partners Invests in Harris CPAs

Clarion Capital Partners Invests in Harris & Harris

October 15, 2019

Professional Services

Clarion Capital Partners completed an investment in Harris & Harris, a Chicago-based accounts receivable management and customer care firm. The company's CEO Arnie Harris and COO David Harris will retain meaningful ownership and continue in their roles; Clarion intends to support investments in employees, compliance, and technology and will pursue M&A to expand the business geographically and add new services.

DFW Capital Partners Makes Growth Investment in Herspiegel Consulting

December 14, 2021

Healthcare Services

DFW Capital Partners completed a growth investment in Herspiegel Consulting, a Yardley, Pennsylvania–based provider of commercial strategy and implementation consulting for the pharmaceutical and biotechnology industries. The partnership will support Herspiegel's growth and expansion of its commercial capabilities and reach.

Hellman & Friedman and Valeas Capital Partners Invest in Baker Tilly US

February 5, 2024

Accounting & Tax

Private equity firms Hellman & Friedman and Valeas Capital Partners are making a strategic investment in advisory CPA firm Baker Tilly US, LLP. The minority growth investment (expected to close in early June 2024) will recapitalize the firm, restructure it into two entities, and provide capital to accelerate growth through talent, technology and further strategic acquisitions.

DFW Capital Partners Acquires Vertex Group

July 23, 2019

Cloud & SaaS

DFW Capital Partners has completed the acquisition of Vertex Group, a provider of customer information system (CIS) software and BPaaS integration services for mid-market water, electric and gas utilities, from Oak Hill Capital and GenNx360 Capital Partners. The deal gives Vertex management capital and runway to expand adoption of its VertexOne platform, and was financed with senior debt from Capital Southwest Corporation and East West Bank.

SSC CPAs + Advisors Acquires Harrison Henderson PLLC

January 7, 2026

Accounting & Tax

SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Overland Park, Kansas, has merged with Harrison Henderson PLLC, an Oklahoma-based accounting firm with offices in Tulsa, Norman, and Perry. The combined firm will operate under the SSC CPAs + Advisors name and terms were not disclosed. The transaction expands SSC's geographic footprint into Oklahoma and transitions Harrison Henderson to employee ownership.

DFW Capital Partners Recapitalizes B&A (Bart & Associates)

August 27, 2024

IT Services

DFW Capital Partners has completed an investment and recapitalization of B&A (Bart & Associates), a McLean, Virginia-based federal IT systems integrator, acquiring the company from Battle Investment Group. Stellus Capital Management provided unitranche financing and an equity co-investment to support the transaction; terms were not disclosed. DFW said it will help B&A scale by supporting hiring, talent and capability expansion across its cloud, DevSecOps, data analytics and human capital service lines.