Cogency Global Acquires Tax Guard from Falfurrias Capital Partners

Bertram Capital Acquires Cogency Global with CEO Bruce Jacobi

February 15, 2022

Professional Services

Bertram Capital has partnered with Cogency Global CEO Bruce Jacobi and members of management to acquire Cogency Global Inc., a New York–based provider of registered agent, corporate compliance and transactional legal support services. The investment (the seventh from Bertram's fourth fund) will support service-line and geographic expansion and pursue accretive add-on acquisitions; terms were not disclosed.

WTW Acquires Global Commercial Credit and ProfitGuard

April 7, 2025

Insurance

WTW (Willis Towers Watson) has acquired Michigan-based Global Commercial Credit (GCC) and ProfitGuard to expand its credit risk and trade credit insurance capabilities within its Willis broking business. The deal strengthens WTW's specialist credit and political risk offering and provides additional credit information and monitoring services to support growth in North America.

Global Guardian Acquires Solace Global Risk

November 6, 2025

Professional Services

Global Guardian has acquired Solace Global Risk to strengthen its presence in Europe and integrate Solace's proprietary travel risk management platform with Global Guardian's operational capabilities. Solace will continue to operate under its brand during an initial 12-18 month integration period while Global Guardian invests in and migrates clients to Solace's technology.

Safeguard Global Acquires Global Upside

January 26, 2022

Staffing & HR

Safeguard Global, a global workforce management company based in Austin, Texas, has acquired Global Upside, a San Jose–based global expansion technology and services firm. The deal expands Safeguard Global’s capabilities—adding entity setup services to its employer-of-record, payroll and workforce platform Global Unity—and extends its coverage into new markets across Latin America, Eastern Europe, Africa and Asia.

STG Allegro Invests in TaxCalc

November 14, 2024

Software

TaxCalc, a UK provider of tax, accounts compliance and practice management software, has received a significant investment from the STG Allegro fund to support product development, customer success, and growth. The capital will be used to enhance TaxCalc's product offerings and accelerate innovation as the company scales its CloudConnect services for over 11,000 accounting firm customers.

Credent Wealth Management Acquires TFG Advisors

July 10, 2025

Wealth Management

CX Institutional d/b/a Credent Wealth Management acquired TFG Advisors, a Michigan-based financial advisory firm with approximately $420 million in AUM and roughly 400 clients, adding Auburn Hills and Ann Arbor offices and bringing Credent close to $4.0 billion in AUM. The seven-member TFG team — including principals George Barnhart, Terry Hirsch, and Paul Reile — will join Credent; the deal supports TFG's succession plans and expands Credent's Midwest footprint.