GLASfunds Acquires Fund Formation Group
September 7, 2023
GLASfunds, a turnkey alternative investment platform based in Cleveland, has acquired Fund Formation Group, a Texas-based firm that launches and operates fund structures for RIAs and wealth advisors. As part of the deal, FFG founder Thomas Haynes will join GLASfunds as Director of Business Development and GLASfunds will service FFG clients while expanding its presence in the Dallas area.
- Buyers
- GLASfunds
- Targets
- Fund Formation Group
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Foreside Financial Group Acquires JG Advisory Services LLC
March 9, 2021
Professional Services
Foreside Financial Group, a PE-backed provider of compliance and regulatory solutions, acquired the regulatory compliance business of JG Advisory Services LLC. The deal brings JG Advisory founder Judy Gross and her colleagues into Foreside to bolster the firm's compliance offerings for hedge funds, private equity and emerging managers; financial terms were not disclosed.
-
Williams & Fudge Acquires RGS Financial
July 20, 2023
Financial Services
Williams & Fudge, Inc. has acquired RGS Financial, Inc., a Richardson, Texas-based accounts receivable management (ARM) agency. The acquisition expands Williams & Fudge's receivables management capabilities beyond its core education receivables focus and broadens its market reach; terms were not disclosed.
-
Aztec Software Acquires Financial Fitness Group
February 6, 2024
Education
Aztec Software, a NexPhase-backed educational software company, has acquired Financial Fitness Group (FFG) and will combine FFG with its iGrad (Enrich) financial literacy brand. The deal expands iGrad's library with hundreds of FINRA‑reviewed financial content pieces and illustrations, strengthening Aztec's financial wellness and advisor-facing offerings.
-
GLAS Acquires Watiga Trust and Watiga Asia (Singapore)
December 15, 2024
Financial Services
The Global Loan Agency Services Group (GLAS) has completed its acquisition of Watiga Trust and Watiga Asia, expanding GLAS’s footprint in Singapore and the broader Asia Pacific region. The deal (announced in March and approved by the Monetary Authority of Singapore in late November) brings Watiga’s trust, corporate and fund administration capabilities into GLAS’s global loan agency and trustee offering and increases its APAC headcount to over 60 professionals.
-
Simplicity Group Holdings Acquires Fidelity Financial Group
March 31, 2020
Insurance
Simplicity Group Holdings has acquired Houston-based Fidelity Financial Group (FFG), an independent wholesaler of life insurance and fixed indexed annuity products, effective March 31, 2020. FFG will transition to the Simplicity Houston brand and its principals, Terry Feuchtinger and Reid Juul, join Simplicity as Principal Partners, expanding Simplicity's national insurance distribution platform and advisor-facing capabilities.
-
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.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.