Lido Advisors Acquires Enterprise Trust & Investment Company

Lido Advisors Acquires Avitas Wealth Management

December 10, 2024

Wealth Management

Lido Advisors, a Los Angeles-based wealth advisory firm with about $24 billion in RAUM, announced it will merge in Avitas Wealth Management, a Southern California RIA with more than $1.1 billion in RAUM. The Avitas lead partners will join Lido, strengthening Lido's Los Angeles presence and expanding its multigenerational family wealth capabilities.

Charlesbank Capital Partners Invests in Lido Advisors

May 24, 2021

Wealth Management

Charlesbank Capital Partners has entered a strategic investment partnership with Lido Advisors, becoming a significant investor alongside Lido’s founders and management. The growth-capital investment will support Lido’s expansion of services, broaden its investment offerings, and accelerate its organic growth and M&A strategy; financial terms were not disclosed.

Align Capital Partners Acquires Electronic Transaction Consultants (ETC)

August 10, 2020

Transportation

Align Capital Partners, a growth-oriented private equity firm, has acquired Electronic Transaction Consultants (ETC), a Richardson, Texas-based provider of tolling and intelligent transportation systems. The partnership will support ETC’s expansion into adjacent mobility markets and accelerate development and commercialization of its riteSuite mobility products and managed services.

American Trust Company Acquires LT Trust Company

June 24, 2021

Financial Services

American Trust Company, a subsidiary of EdgeCo Holdings, has signed a definitive agreement to acquire Denver-based LT Trust Company, a national retirement plan provider and recordkeeper. The deal (subject to regulatory approvals) will add talent and technology to American Trust, expand its institutional outsourcing capabilities, and increase its presence in the Midwest and Western U.S.; LT Trust’s ~100 employees will join American Trust upon closing.

Berkadia Acquires LIHTC Advisors

September 3, 2020

Real Estate

Berkadia has acquired LIHTC Advisors, an Idaho-based brokerage specializing in Low Income Housing Tax Credit (LIHTC) and affordable housing transactions. The LIHTC Advisors team, led by Jeff Irish and Brandon Grisham, will join Berkadia Affordable to expand Berkadia's affordable housing advisory and investment-sales capabilities and broaden its market presence.

Intrepid Makes Strategic Investment in ECOTEC International Holdings

February 3, 2022

Energy

Funds managed by Intrepid Investment Management (the investing arm of Intrepid Financial Partners) have made a strategic growth investment in ECOTEC International Holdings, LLC to accelerate production and the roll-out of its methane emissions instrumentation and emissions data software. The capital and Intrepid's energy-sector expertise will support ECOTEC's expansion into oil and gas while meeting strong demand in the biogas and natural gas markets.