F2 Strategy Acquires HBMJ Consulting

F2 Strategy Acquires SKY Marketing Consultants

March 5, 2024

Marketing & Advertising

F2 Strategy has acquired SKY Marketing Consultants, a boutique marketing consultancy based in St. Louis, Missouri, to integrate high-touch marketing and branding capabilities into its wealth management technology and consulting offerings. The acquisition, which closed in early February 2024, builds on F2's prior PE-backed growth and expands its service suite for broker-dealers, RIAs and asset managers.

F2 Strategy Acquires Oakbrook Solutions; Renovus Capital Takes Majority Stake in F2 Strategy

June 13, 2023

Wealth Management

Wealth-management technology consulting firm F2 Strategy has acquired Oakbrook Solutions and received a majority investment from private equity firm Renovus Capital Partners. The deal adds Oakbrook’s ~75-person team to F2 (bringing combined headcount to ~100), expanding F2’s wealth-management and bank/trust consulting capabilities while providing growth capital and support from Renovus.

F2 Strategy Acquires Aliter Investment Services

July 13, 2025

Financial Services

F2 Strategy, a Chicago-based wealth management technology and marketing services firm, has acquired Aliter Investment Services, a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers. The acquisition establishes asset servicing as F2's third core vertical, expanding the firm's capabilities across pooled investment servicing and enhancing its strategic consulting and delivery across the financial services ecosystem.

F2 Strategy Acquires MD Solutions LLC

April 29, 2025

Financial Services

F2 Strategy, a wealth management technology and marketing services firm, has acquired Florida-based MD Solutions LLC, a financial technology, software and operations managed-services provider led by Steve Mars and Bill Navarro. The acquisition expands F2's implementation and ongoing support capabilities and strengthens its reach into emerging RIA and single-family office markets.

Integrity Management Consulting Acquires MHM Innovations

May 13, 2021

Government & Public Sector

Integrity Management Consulting, a Tysons, Virginia-based federal consulting firm, has acquired MHM Innovations of Fairfax, Virginia, a small provider of systems engineering and program management services to the federal intelligence community. The acquisition expands Integrity's capabilities in systems engineering, data management and cybersecurity and gives it additional contract vehicles to pursue larger, multi-disciplinary national security and defense contracts.

Hg Acquires Majority Stake in Fonds Finanz

December 10, 2021

Financial Services

Hg has made a majority investment in Fonds Finanz, a Munich-based tech-enabled financial intermediary pool serving insurance brokers, distributors and banks across Germany. The partnership will fund further technology investment, capability expansion into additional customer segments and potential add-on acquisitions to broaden Fonds Finanz's service offering.