DecisionHR Acquires Modern Business Associates, Inc.

CoAdvantage Acquires MomentumHR

November 14, 2022

Staffing & HR

CoAdvantage, a national Professional Employer Organization (PEO) based in Bradenton, Florida, has acquired Georgia-based MomentumHR, a Savannah PEO founded in 2000. The acquisition strengthens CoAdvantage’s presence in Georgia and accelerates the company's Southeast and national growth; financial terms were not disclosed.

G&A Partners Acquires Management Solutions Inc.

July 30, 2024

Staffing & HR

G&A Partners, a national professional employer organization (PEO) headquartered in Houston, has acquired Denver-based Management Solutions Inc., a PEO and HR management provider founded by Rick VanDyke. VanDyke will remain with the business in a business development role as the firm is integrated into G&A’s expanding Colorado operations to broaden local capabilities and client reach.

CongruityHR Acquires JanusHR

April 4, 2023

Staffing & HR

CongruityHR, a North Carolina-based outsourced HR/PEO provider and portfolio company of RFE Investment Partners, has acquired JanusHR, a Tampa-based professional employer organization serving small- and mid-sized businesses across Florida. The acquisition expands CongruityHR's presence and capabilities in the Southeast (notably the Tampa Bay region); G2 Capital Advisors served as exclusive buy-side advisor.

Xalles Holdings Acquires InnovationsHR to Enter US Healthcare Financial Ecosystem

March 13, 2023

Professional Services

Xalles Holdings Inc. has executed an agreement to acquire InnovationsHR, Inc., making the Texas-based PEO a wholly owned subsidiary of Xalles Financial Services Inc. The acquisition gives Xalles a foothold in the U.S. healthcare financial ecosystem through InnovationsHR's PEO capabilities and affiliated MSO/TPA and insurance agency relationships.

Decisions and ProcessMaker Merge to Create AI Business Orchestration Leader

November 10, 2025

Cloud & SaaS

Decisions and ProcessMaker announced a merger to form a combined Business Orchestration and Automation Technologies (BOAT) company, bringing together ProcessMaker’s AI-enriched workflows and Intelligent Document Processing with Decisions’ enterprise rules engine and orchestration capabilities. The combined company, backed by private equity firm Aldrich Capital Partners and led by CEO Giles Whiting, will serve more than 700 customers across industries including financial services, healthcare, insurance, education, manufacturing and government.

EP Wealth Advisors Adds Better Money Decisions

August 26, 2025

Financial Services

EP Wealth Advisors announced a strategic partnership to bring Santa Fe-based Better Money Decisions (BMD) into the EP Wealth platform, adding roughly $370 million in AUM and a small team of advisors. The move expands EP Wealth's presence in the Southwest and provides a succession plan as BMD Managing Partner Lorraine Ell transitions to retirement.