WI FL Acquisition, LLC (Former Owners) Acquire Wellington International from Global Equestrian Group

Global Wealth Management Acquires Gulf Coast Financial Planning

May 1, 2025

Wealth Management

Global Wealth Management (GWM) has acquired Gulf Coast Financial Planning (GCFP), adding more than $150 million in assets under advisement and expanding GWM’s presence to Florida’s West Coast with a new Lakewood Ranch office. Kurt Stahl, founder of GCFP, will join GWM and continue serving his clients from the same office, leveraging GWM’s resources and technology.

Augeo Acquires Wellington

February 2, 2021

Marketing & Advertising

Augeo, a St. Paul-based leader in loyalty and engagement platform solutions, acquired Wellington, an Overland Park, Kansas experiential design and community-building firm, effective February 1, 2021. The purchase expands Augeo's live and virtual meetings, events, community building and strategic gifting capabilities to support a broader experience engagement lifecycle.

Professional Fighters League (PFL) Acquires Bellator from Paramount Global

November 20, 2023

Media & Entertainment

Professional Fighters League (PFL) has completed the acquisition of Bellator from Paramount Global, creating a combined MMA organization positioned as an industry co-leader. The deal brings Bellator's fighter roster and event infrastructure into the PFL platform, enabling expanded live-event franchises, a reimagined Bellator product in 2024, and plans for a PFL Champions vs. Bellator Champions mega-event.

Kelso & Company Takes 25% Minority Stake in Wellington-Altus Financial Inc.

January 12, 2026

Financial Services

Kelso & Company closed a nearly CAD 400 million secondary minority common equity investment to acquire a 25% stake in Wellington-Altus Financial Inc., implying an enterprise value of more than CAD 1.5 billion. The transaction provides liquidity to existing advisors and employees while supporting Wellington-Altus’s continued growth as the firm surpasses 1,000 employees and CAD 45 billion in assets under administration.

Flex Acquires Maza; Wellington Injects $10M

April 25, 2025

Payments & Fintech

Flex has acquired Maza, a Spanish‑language entity formation and payments app, which will rebrand as Flex Consumer and integrate into Flex’s product suite. Wellington (via Wellington Access Ventures) co‑led an additional $10M equity injection into the combined business and will have a board observer, supporting Flex’s expansion into consumer and solopreneur segments.

World Insurance Associates Acquires First International Insurance

October 1, 2024

Insurance

World Insurance Associates LLC acquired the insurance business of First International Insurance (a division of First International Bank & Trust) effective October 1, 2024; terms were not disclosed. FI Insurance — which operates 12 locations across North Dakota, Minnesota and Arizona and specializes in contractors, trucking, oil & gas, hospitality and agricultural lines — will operate as part of World to expand the acquirer's geographic footprint and product offerings.