Graphite Financial Acquires Furey

Mercer Advisors Acquires Fure Financial Corporation

June 7, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Fure Financial Corporation, a Bloomington, Minnesota-based Registered Investment Adviser that manages approximately $260 million in AUM for about 300 clients. The Fure Financial team will join Mercer Advisors as the firm expands its Central U.S. / Twin Cities presence and gains back-office scale and additional service capabilities for clients.

Toptal Acquires Graphite

January 7, 2026

Staffing & HR

Toptal has acquired Graphite and the Graphite brand, gaining access to an on-demand network of more than 12,000 rigorously vetted independent experts across finance, accounting, corporate strategy, marketing, and other functions. The acquisition expands Toptal’s talent and consulting capabilities and integrates Graphite’s high-caliber community into Toptal’s global Talent Network; financial terms were not disclosed and integration is underway.

Red Iron Group Makes Strategic Growth Investment in Graphite Financial; Graphite Acquires CPM Advisory Group

May 31, 2023

Accounting & Tax

Menlo Park-based private investment firm Red Iron Group made a strategic growth investment in Graphite Financial, a New York-based provider of fractional finance and accounting services. Concurrently, Graphite acquired CPM Advisory Group and will combine CPM's business and team into Graphite to expand reporting, planning and analytics capabilities for its national client base.

Artera Services Acquires Feeney Utility Services Group

May 27, 2021

Utilities

Artera Services, a CD&R-backed provider of integrated infrastructure services, completed the acquisition of Feeney Utility Services Group (FUSG), which includes Feeney Brothers Utility Services and DDS Companies. The deal expands Artera's gas distribution and utility services footprint into the Northeastern U.S.; CAI Capital Partners sold its majority interest in FUSG.

EisnerAmper Acquires Fernway Solutions

October 21, 2025

Accounting & Tax

EisnerAmper has welcomed Fernway Solutions, a San Francisco-based accounting and advisory firm, into its global consulting platform. Fernway, founded in 2018 with more than 40 professionals across offices in San Francisco, Boston, London, and Bangalore, will expand EisnerAmper's cross-border advisory, tax, accounting and M&A capabilities.

Wealthsimple Acquires Fey

September 3, 2025

Financial Services

Wealthsimple has acquired Fey, a Montreal-based investing platform founded in 2021 that offers trader-focused tools including earnings analysis, natural-language stock screening, and a real-time personalized news feed. The acquisition will bring Fey's AI-driven trading features into Wealthsimple's platform to enhance its DIY trading experience for millions of Canadian clients, with initial Fey-powered features expected by year-end.