CrestPeak Acquires Millennium Health and Fitness

McGriff Acquires Peak Health

May 14, 2020

Healthcare Services

McGriff, a subsidiary of BB&T Insurance Holdings (Truist), has acquired Peak Health, a Wilson, North Carolina-based provider of workplace health and wellness programs. The deal adds more than 50 employees and expands McGriff's employee benefits and health management capabilities—bringing onsite nurse-administered assessments, individual wellness coaching, and outcomes-based programs to its national well-being platform.

BV Investment Partners Acquires Majority Stake in The Millennium Alliance

August 6, 2025

Marketing & Advertising

BV Investment Partners has made a majority investment in The Millennium Alliance, a New York–headquartered peer-to-peer sales enablement platform that hosts curated C-suite assemblies, dinners and operates digital properties including the Millennium Live podcast. Stellus Capital Management provided unitranche financing and an equity co-investment to support the transaction; BV will work with the Millennium management team to accelerate growth, expand digital and data capabilities, and scale the executive events platform.

Xceedance Acquires Millennium Information Services

September 27, 2024

Data & Analytics

Xceedance has acquired Millennium Information Services, a leading U.S. property inspection and data analytics provider, adding nearly 200 team members and a nationwide contractor network of more than 1,300 inspectors. The deal strengthens Xceedance's underwriting support and analytics capabilities—accelerating its expansion in personal lines and enabling broader inspection- and data-driven services for carriers and MGAs via Millennium's MAPS platform.

Eagle Merchant Partners Recapitalizes Aligned Fitness; Aligned Acquires Two Club Pilates Franchisees

June 26, 2025

Healthcare Services

Eagle Merchant Partners completed a recapitalization of Aligned Fitness (a leading Southeast-based Club Pilates franchisee) as its first investment from Fund II, with Boathouse Capital providing a $52 million credit facility and equity co-investment. Proceeds funded Aligned’s acquisition of two add-on franchisees — Crescent Concepts, LLC and Next Twenty, LLC — and will support new studio development and expansion across the Southeastern and Mid-Atlantic United States, bringing the combined platform to 34 studios.

HealthFitness (a Trustmark company) Acquires Corporate Fitness Works

October 31, 2024

Healthcare Services

HealthFitness, a Trustmark company, has acquired Corporate Fitness Works from co-owners Beth and Michael Vivio. The acquisition adds CFW's 70 corporate fitness centers across 23 states to HealthFitness’s network, expanding its client footprint to more than 200 clients at over 360 sites and advancing Trustmark’s inorganic growth strategy.

Abry Partners Makes Significant Investment in Millennium Trust

January 4, 2019

Wealth Management

Abry Partners has signed a definitive agreement to make a significant investment in Millennium Trust Company, a technology‑enabled provider of retirement and custody services headquartered in Oak Brook, Illinois. Parthenon Capital Partners will sell a controlling stake to Abry but will retain a minority ownership and remain on Millennium Trust’s board; the transaction is subject to customary conditions and regulatory approvals, including approval from the Illinois Department of Financial and Professional Regulation.