Audax Private Equity Recapitalizes Corrona, LLC

Audax Private Equity Recapitalizes The Chartis Group

May 7, 2019

Healthcare Services

Audax Private Equity has recapitalized The Chartis Group in partnership with the company's management team; terms were not disclosed. Chartis, a Chicago-based healthcare advisory and analytics firm that serves hospitals and health systems, will continue to be led by CEO Ken Graboys and management, who retain a significant ownership position. Audax said it will provide capital to support growth, next-generation practice offerings and strategic add-on acquisitions.

Audax Private Equity Recapitalizes Congress Wealth Management

April 28, 2023

Financial Services

Audax Private Equity completed a strategic recapitalization of Congress Wealth Management, partnering with management as CI Financial sold its stake. Bain Capital Credit provided a senior credit facility to support Audax's investment; the transaction will support Congress' organic growth and buy‑and‑build expansion of its wealth management platform, which manages over $5 billion in client assets and serves roughly 2,300 HNW and family office clients.

Audax Private Equity Acquires Oakbridge Insurance from Corsair

September 26, 2023

Insurance

Audax Private Equity has partnered with Oakbridge's management team to acquire a majority stake in Oakbridge Insurance Agency LLC from Corsair Capital; terms were not disclosed. Audax said it will support Oakbridge's buy-and-build strategy to accelerate growth across the Southeast while Oakbridge's management and employees retain a significant ownership position.

Audax Private Equity Acquires Majority Stake in Keystone

January 15, 2026

Consulting

Audax Private Equity has acquired a majority stake in Keystone, purchasing the global technology and advisory services practice from RLH Equity Partners in a recapitalization that closed January 2, 2026. Concurrently, Keystone spun out its Core AI business as an independent B2B AI SaaS company (Keystone.AI) with RLH retaining a minority stake; Jeff Marowits was named CEO and Greg Richards will remain as a senior strategic advisor.

Palatine Private Equity Invests in Acora

April 6, 2020

IT Services

Palatine Private Equity has completed an investment in Acora, a UK-based managed IT services and cloud solutions provider, to support the company's buy-and-build growth strategy. Acora, which has been trading for over 25 years and employs in excess of 300 people, will use the backing to pursue acquisitive growth, invest in people and technology, and expand its cloud and managed service capabilities.

Audax Private Equity Acquires Majority Stake in GCX Mounting Solutions

September 20, 2021

Medical Devices

Audax Private Equity acquired a majority stake in GCX Mounting Solutions, a Petaluma, California–based designer and manufacturer of healthcare equipment mounting and mobility solutions; terms were not disclosed. Linden Structured Capital Fund provided junior capital alongside Audax to support the investment as GCX (330+ employees) pursues product, channel and M&A-driven growth.