Choice Financial Group Acquires R. Stephens Financial, Inc.

Choice Financial Group Acquires Employee Benefits of Virginia

December 18, 2024

Insurance

Choice Financial Group, a Virginia Beach–headquartered insurance agency backed by Northlane Capital Partners, has acquired Employee Benefits of Virginia, a Richmond-area employee benefits advisory firm. The deal expands Choice's employee benefits capabilities and strengthens its presence in the Mid-Atlantic (Virginia) market.

Robertson Stephens Acquires Ratio Wealth Group

August 11, 2024

Financial Services

Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. The Ratio team joins Robertson Stephens and opens a Denver office, expanding Robertson Stephens’ footprint to 22 locations and bringing its total AUM to about $6.5 billion.

Choice Financial Group Acquires William R. Seide Agency

April 12, 2022

Insurance

Choice Financial Group (CFG), a PE-backed insurance agency platform, acquired Riverdale, New Jersey-based William R. Seide Agency effective April 1, 2022. The small specialty-focused agency will continue to be led by founder William R. (Bill) Seide and will support CFG’s expansion in the tri-state area as CFG’s fifth acquisition since partnering with Northlane Capital Partners.

Robertson Stephens Acquires CAFG Private Wealth

October 8, 2024

Wealth Management

Robertson Stephens Wealth Management has acquired CAFG Private Wealth, a registered investment advisor managing over $240 million in assets. Tom Chernesky and his team join Robertson Stephens as the firm opens its first Greater Chicago office, marking Robertson Stephens' fifth acquisition of 2024 and bringing its assets under management to over $7 billion.

Choice Financial Group Acquires Corporate Risk Solutions

July 8, 2025

Insurance

Choice Financial Group, a PE-backed insurance and financial services platform, has acquired Corporate Risk Solutions (CRS), a Southington, Connecticut-based risk management and insurance advisory firm. The deal — Choice's 30th acquisition — expands the platform's specialized capabilities in transactional risk, audit and analytics, litigation support, and operational risk advisory.

Risk Strategies Acquires Strategic Benefit Solutions, Inc.

September 26, 2023

Insurance

Risk Strategies, a national specialty insurance brokerage, has acquired Strategic Benefit Solutions, Inc. (SBENS), a Burlington, Massachusetts–based employee benefits insurance agency. The acquisition expands Risk Strategies' national Employee Benefits practice by adding SBENS' plan design and benefits consulting capabilities; terms were not disclosed.