BV Investment Partners Makes Majority Investment in Source Advisors

Gainline Capital Partners Acquires SourceHOV Tax from Exela Technologies

March 24, 2020

Accounting & Tax

Gainline Capital Partners has acquired SourceHOV Tax in a carve-out transaction from Exela Technologies. SourceHOV Tax, headquartered in Fort Worth, Texas, is a provider of tax incentive solutions to accounting firms and middle-market companies and will remain led by its current management team as it pursues standalone growth with Gainline's support.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

Source Advisors Acquires Intrepid Advisors

December 8, 2020

Accounting & Tax

Source Advisors, supported by equity partner Gainline Capital Partners, has acquired Intrepid Advisors to expand its nationwide footprint and technical leadership in R&D tax credit and specialized tax incentive consulting. The deal strengthens Source Advisors' service offering for manufacturing, technology companies, and CPA firm partners by adding Intrepid's engineering-driven R&D tax credit expertise.

Source Advisors Acquires United Paramount Tax Group

July 12, 2024

Accounting & Tax

Source Advisors, a specialty tax consulting firm backed by BV Investment Partners, has acquired United Paramount Tax Group (UPTG), a property tax consulting and business personal property tax management firm. The deal expands Source Advisors' service offering by adding real property tax reduction and ongoing property tax management capabilities to its suite of tax advisory services.

BV Investment Partners Makes Growth Investment in StraighterLine

May 5, 2020

Education

BV Investment Partners, a Boston-based middle-market private equity firm, has made a significant growth investment in StraighterLine, an education technology company based in Baltimore. The investment will support StraighterLine's product development (including its Academy platform) and expansion into higher-education and employer markets.

TA Associates Takes Majority Growth Stake in OneSource Virtual

January 7, 2026

Cloud & SaaS

TA Associates has made a strategic, majority growth investment in OneSource Virtual (OSV), a provider of in-tenant HR and payments BPaaS for the Workday ecosystem. Founders, management, and employees retain a meaningful minority stake while prior investors Halyard Capital and TCV fully exit; the capital will support OSV's product innovation, organic growth, and enhanced customer capabilities.