Westshore Capital Partners Acquires Reliant Account Management with $30M Support from Capitala Group

Carousel Capital Recapitalizes Reliance Partners

August 29, 2022

Insurance

Carousel Capital partnered with Reliance Partners' management and existing investor Lamp Post Group to recapitalize Reliance Partners, a Chattanooga-based commercial insurance broker focused on the transportation industry. The recapitalization will provide capital and strategic support to help Reliance scale its premium volume (nearly $500 million today) and pursue its goal of exceeding $1 billion in gross written premiums.

Bluespring Wealth Partners Acquires Reliant Wealth Planning

February 19, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Reliant Wealth Planning, a Louisville-based wealth management firm overseeing approximately $560 million in assets. The deal brings Reliant’s 13-person team into Bluespring’s platform to expand client services and capability while preserving Reliant’s advisory DNA.

Shore Capital Partners Recapitalizes Reliant Healthcare and Merges It with Care Fusion Rx

November 23, 2025

Healthcare Services

Shore Capital Partners, via its Healthcare Advantage Fund, completed a majority recapitalization of Reliant Healthcare and merged Reliant with California-based Care Fusion Rx to form a national infusion therapy platform. The combined company will expand home and ambulatory infusion services, leveraging complementary geographic footprints and clinical capabilities to drive growth through new center openings, home infusion expansion, and further acquisitions.

Westwood Acquires Salient Partners' Asset Management Business

May 26, 2022

Wealth Management

Westwood Holdings Group, Inc. has entered into a definitive agreement to acquire the asset management business of Salient Partners, L.P., adding Salient's energy infrastructure, real estate, tactical equity and private investments capabilities. The deal (upfront $35 million with up to $25 million in deferred payments tied to targets) increases Westwood's AUM by roughly 32% and is intended to expand Westwood's multi-asset, real assets and alternatives offerings while leveraging Westwood's distribution and institutional relationships.

TriWest Capital Partners Acquires Majority Stake in Alta West Mortgage Capital

November 1, 2024

Financial Services

TriWest Capital Partners completed a majority equity investment in Alta West Mortgage Capital Corporation, partnering with the company's existing management team led by CEO George Botros and Executive Chairman Charles McKitrick, who will remain significant shareholders. The investment positions Alta West to accelerate growth as a platform in the Canadian alternative residential mortgage market by leveraging TriWest's capital and operational resources to expand assets under management and product offerings.

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.