Procyon Acquires OLV Investment Group

Constellation Wealth Capital Makes Strategic Minority Investment in Procyon Partners

April 17, 2025

Wealth Management

Constellation Wealth Capital acquired a minority stake in Procyon Partners to provide growth capital and strategic resources to help the RIA scale operations, attract talent, and expand its national footprint. Procyon Partners will remain independently operated and retains support from back‑office partner Dynasty Financial Partners; Houlihan Lokey and Dynasty Investment Bank advised on the transaction.

Procyon Acquires Wooster Corthell Wealth Management

July 8, 2025

Financial Services

Procyon, an independent registered investment advisory firm, has acquired Wooster Corthell Wealth Management, a Connecticut-based boutique advisory managing about $600 million in client assets. The deal expands Procyon's northeastern footprint and increases its assets under management to roughly $8 billion; Wooster Corthell's Glastonbury office will continue operations with three advisors and five staff joining Procyon's team.

Further Global Capital Management Acquires Majority Stake in Progeny

October 29, 2021

Wealth Management

US-based private equity firm Further Global Capital Management has acquired a majority stake in UK financial planning firm Progeny; financial terms were not disclosed. The investment is intended to accelerate Progeny's organic and inorganic growth, support its acquisition strategy, and fund investments in technology, learning and development, marketing and an advisor academy; Progeny's senior management will remain in place and the firm employs roughly 230 people.

RGT Wealth Advisors Acquires Odyssey Wealth Management

October 28, 2021

Financial Services

RGT Wealth Advisors, a U.S. affiliate of CI Financial, has acquired Odyssey Wealth Management, a Plano, Texas registered investment advisor managing over $200 million in assets. The deal expands RGT’s presence in the Dallas market and brings RGT’s total assets to roughly $5.5 billion; terms were not disclosed.

Performance Food Group Acquires Orion Food Systems from One Rock Capital Partners

July 25, 2023

Food & Beverage

Performance Food Group, Inc. (through an affiliate) has acquired Orion Food Systems Holdings, LLC (OLM), a manufacturer and distributor of pizza, sandwiches, breakfast and snack solutions for the convenience-store foodservice channel. One Rock Capital Partners sold its portfolio company OLM to PFG; financial terms were not disclosed. The acquisition expands PFG's foodservice capabilities and presence in the convenience-store channel.

Pro Products Holdings Acquires Owens Industries

November 12, 2025

Manufacturing

AFM Capital Partners’ portfolio company Pro Products Holdings LLC has acquired Owens Industries, LLC as an add-on to the Pro Products precision machining platform. Owens, based in Oak Creek, Wisconsin, provides ultra-precision CNC machining for aerospace, defense and space markets; Cantor Fitzgerald served as exclusive financial advisor to Owens.