Milliman Acquires MorVest Capital

Segal Marco Advisors Acquires Milliman's San Francisco Investment Consulting Practice

July 7, 2022

Consulting

Segal Advisors, Inc. (d/b/a Segal Marco Advisors) has acquired Milliman Inc.'s San Francisco investment consulting practice in a divestiture transaction. The move expands Segal Marco's research and consulting capabilities, increases its public-sector footprint, and adds endowments and foundations to its client roster.

Rocktop Technologies Acquires Incenter Capital Advisors

May 16, 2025

Financial Services

Rocktop Technologies, a technology and AI-enabled Solutions-as-a-Service firm, has acquired Incenter Capital Advisors to expand its mortgage servicing rights (MSR) market reach and deepen data-driven capital markets capabilities. The acquisition combines Rocktop's data, document, and AI infrastructure with Incenter's MSR valuation, trading, and post-transaction support expertise to offer integrated valuation, execution, and portfolio surveillance services to institutional mortgage investors.

a360inc Acquires ProVest

July 31, 2024

Legal Services

a360inc, a San Antonio–based legal and credit risk technology and outsourcing provider, has acquired ProVest, a Tampa-based process and litigation information services firm that supports creditors, mortgage lenders, servicers and law firms. The transaction included a concurrent investment in a360inc by funds managed by Morgan Stanley Investment Management, Knox Capital and Nonantum Capital Partners to support expanded service offerings and technology integration.

Janney Montgomery Scott Acquires TM Capital

November 8, 2023

Financial Services

Janney Montgomery Scott LLC has agreed to acquire TM Capital, a middle-market investment bank with offices in Atlanta, Boston, and New York City. The deal expands Janney's Capital Markets Group by adding M&A advisory expertise across business services, industrials, healthcare, and consumer sectors; the acquisition is expected to close by year-end subject to regulatory approval.

Mercer Global Advisors Acquires Miller Advisors, Inc.

September 27, 2021

Wealth Management

Mercer Global Advisors, a Denver-based RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Miller Advisors, Inc., a Kirkland, Washington wealth management firm with approximately $240 million AUM serving ~200 clients. The acquisition expands Mercer’s Pacific Northwest presence and supports succession and career development for Miller’s founders and team, who will join Mercer.

Milliman Acquires McHugh Consulting Resources

March 8, 2021

Professional Services

Milliman, Inc. has acquired McHugh Consulting Resources, Inc., a provider of outsourced insurance compliance and regulatory services, strengthening Milliman's life and health insurance compliance capabilities. The deal integrates McHugh's compliance team into Milliman's consulting platform to expand regulatory, filings and product-compliance support for insurer clients (no financial terms disclosed).