Isio Acquires Deloitte UK's Pensions Business (DTRB)

Exponent Invests in Isio (formerly KPMG's UK Pensions Advisory Practice)

March 2, 2020

Professional Services

Exponent has invested in Isio, the spin-out of KPMG's UK Pensions Advisory Practice, backing its launch as an independent UK pensions advisory firm. Isio comprises 20 senior partners, about 500 staff across eight regional hubs, advises more than 1,000 clients on pensions and investment matters (managing/overseeing ~£90bn of assets), and will be led by CEO Andrew Coles with Roger Siddle as Chairman.

Dains Accountants Acquires Isosceles Finance

September 7, 2022

Accounting & Tax

Dains Accountants has acquired Isosceles Finance, a UK-based accounting outsourcing, HR consultancy and interim FD provider founded in 2001 with a network of four UK offices. The deal is an add-on to the Dains group (which is PE-backed by Horizon Capital); Isosceles' management (Mike O'Connell and Greg Eaton) are remaining with the business to support growth.

Aquiline Capital Acquires Majority Stake in Isio Group

July 2, 2024

Financial Services

Aquiline Capital Partners has agreed to a majority investment in Isio Group Limited, a leading UK pensions, reward & benefits and investment advisory business. Aquiline is acquiring its stake from Exponent Private Equity; Isio's management will retain a significant minority interest and the investment will be used to expand services, accelerate M&A and grow adjacent practices.

Integrated Pension Services Acquires BDS Consulting Group

February 19, 2026

Consulting

Integrated Pension Services, a national retirement plan consulting and compliance firm based in Boston, has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 plan clients nationwide. The deal includes all client relationships and staff (BDS employees will join Integrated Pension) and expands Integrated Pension's scale by nearly 50%, strengthening its retirement plan compliance and workplace wealth capabilities.

Irys Acquires Diversified Technical Services Inc. (DTSI)

December 6, 2023

Government & Public Sector

San Antonio-based tech startup Irys has acquired Diversified Technical Services Inc. (DTSI), a longtime defense contractor now operating as a DTSI business unit of Irys. The all-cash deal preserves DTSI's name, its existing defense-sector contracts and roughly 60 employees, and gives Irys immediate past performance and capabilities to expand into government and DoD contracting.

CBIZ, Inc. Acquires Pension Dynamics Company, LLC

February 1, 2020

Financial Services

CBIZ, Inc. acquired substantially all the assets of Pension Dynamics Company, LLC, a Pleasant Hill, California-based retirement and benefits plan advisor, effective February 1, 2020. The acquisition expands CBIZ's retirement planning advisory capacity on the West Coast and adds approximately 25 employees and $3.6 million in annual revenue to its business.