Ethos Acquires Tomorrow to Add Wills and Trusts

ACA Group Acquires Ethos ESG

September 21, 2022

Data & Analytics

ACA Group has acquired Ethos ESG, a provider of ESG ratings data and analytics for financial advisors, asset managers and institutional investors. The acquisition is ACA's first analytics offering and will be integrated into its ESG Advisory practice to provide data-driven analysis, impact ratings and automated ESG reporting; financial terms were not disclosed.

Apps Associates Acquires Ethos

February 16, 2021

IT Services

Apps Associates, backed by BV Investment Partners, has acquired Ethos, a Phoenix-based Salesforce consultancy. The add-on strengthens Apps Associates' Salesforce consulting and digital transformation capabilities (including Heroku and MuleSoft expertise) and provides Ethos employees and customers access to Apps Associates' broader technical team and services. Tequity acted as exclusive financial advisor to Ethos on the transaction.

Bishop Street Underwriters Acquires Ethos Specialty's Transactional Liability Unit

November 11, 2024

Insurance

Bishop Street Underwriters, a RedBird Capital Partners portfolio company, has acquired the Transactional Liability unit of Ethos Specialty, adding Representations & Warranties and Tax insurance capabilities to its platform. The Ethos Transactional team will remain in place and continue working with most of its existing capacity providers; financial terms were not disclosed.

The Rohatyn Group Acquires Ethos Private Equity

April 3, 2023

Financial Services

The Rohatyn Group (TRG), a New York-based asset manager focused on emerging markets and real assets, completed its acquisition of Ethos Private Equity, a leading African private equity and alternative asset manager. The deal expands TRG's footprint into Africa and combines TRG's global resources with Ethos' local expertise to pursue growth across the continent's private markets and real assets; terms were not disclosed.

Ethos Partners Completes Buyout of Compliancy Services

March 4, 2021

Consulting

Ethos Partners, a UK-based private investment office, has completed a buyout of Compliancy Services, the UK compliance consultancy and RegTech provider. The transaction supports founder succession (founder Iain Stephen retiring), retains Ben Mason as a significant minority shareholder and aims to back growth in capital markets and payment services under CEO Philip Naughton.

Carousel Capital Recapitalizes Ethos Risk Services

November 20, 2020

Insurance

Carousel Capital has partnered with Ethos Risk Services' management in a recapitalization of Ethos Risk Services, a tech-enabled provider of fraud and claims investigation services headquartered in St. Petersburg, Florida. The deal was funded with equity from Carousel Capital’s fifth fund and senior debt from Freeport Financial Partners to support technology investment and expansion of Ethos’ investigator workforce.