AXCS Capital Acquires George Smith Partners

Goldman Sachs Acquires United Capital Financial Partners

May 16, 2019

Financial Services

The Goldman Sachs Group agreed to acquire United Capital Financial Partners, Inc. for $750 million in cash. The acquisition expands Goldman's wealth management business by adding United Capital's ~220+ financial advisors, $25 billion AUM and its FinLife CX digital platform; the deal was expected to close in Q3 2019 subject to regulatory approvals.

Piper Sandler Acquires G Squared Capital Partners

September 17, 2025

Financial Services

Piper Sandler has completed the acquisition of G Squared Capital Partners, a boutique investment bank focused on government services and defense technology. The deal integrates G Squared's specialty advisory team into Piper Sandler's technology investment banking platform to expand the firm's capabilities in federal and defense markets.

iCapital Network Acquires Axio Financial

September 21, 2021

Financial Services

iCapital Network has entered into a definitive agreement to acquire Axio Financial LLC, a provider of end-to-end services to the U.S. structured notes market. The acquisition will expand iCapital's alternative investment product menu, technology stack, education and distribution capabilities for financial advisors; terms were not disclosed and the deal was expected to close in Q4 2021.

Axiom GRC Acquires IS Partners to Accelerate U.S. Expansion

November 6, 2025

Cybersecurity

Axiom GRC has acquired IS Partners, a U.S. cyber assurance and compliance services provider, to accelerate its North American expansion and broaden its cyber assurance and compliance offerings. IS Partners—headquartered in the Philadelphia area—serves roughly 600 customers with recurring audits across frameworks such as SOC 1/2, ISO 27001, HITRUST, HIPAA, PCI DSS and CMMC; the deal is Axiom's first U.S.-headquartered acquisition and its fifth since partnering with Inflexion.

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.

Align Capital Partners Recapitalizes Schneider Geospatial

June 22, 2022

Government & Public Sector

Align Capital Partners completed a recapitalization of Schneider Geospatial, a Indianapolis-based GovTech SaaS provider of geospatial and public access land management software. The Schneider family retains an ownership interest while ACP provides growth capital to accelerate product and service expansion and scale the company's GovTech offerings.