Penta Acquires Hume Brophy

Shamrock Capital Acquires Penta Group

August 7, 2025

Marketing & Advertising

Los Angeles-based Shamrock Capital has acquired Penta Group from Falfurrias Management Partners to accelerate Penta's growth and invest in its proprietary data, analytics and AI capabilities. Penta, a Washington, D.C.-headquartered stakeholder communications and reputation intelligence firm serving Fortune 500 clients, will expand its global footprint and product offerings under Shamrock's ownership.

Hanson McClain Advisors Acquires Hugh B. Phillips (HBP) Retirement Group

February 1, 2019

Financial Services

Hanson McClain Advisors has acquired Hugh B. Phillips Retirement Group (HBP), adding approximately $235 million in AUM and expanding Hanson McClain's presence in the San Francisco Bay Area. The deal increases Hanson McClain's total AUM to more than $3.8 billion and is intended to expand its local footprint and service capabilities for Bay Area and Napa Valley clients.

Penta Acquires Copperfield Advisory

March 21, 2023

Consulting

Penta has acquired Copperfield Advisory, a New York–based communications, brand, and strategy consulting firm, to expand its strategy and reputation-management capabilities. Copperfield's founder Andy Whitehouse will join Penta as a senior partner and lead the firm's New York strategy practice; Penta is majority-backed by Falfurrias Capital Partners.

BIP Wealth Acquires Prehmus Financial Partners

September 30, 2025

Wealth Management

Atlanta-based RIA BIP Wealth has acquired Prehmus Financial Partners, a Metro-Atlanta wealth management firm overseeing more than $900 million in AUM, in a blended cash and equity transaction that closed September 30, 2025. The deal expands BIP Wealth's presence across Metro Atlanta and increases its assets under management to more than $5 billion.

EP Wealth Advisors Acquires The Holben Group (Denver)

March 11, 2025

Financial Services

EP Wealth Advisors has partnered with Denver-based The Holben Group, LLC, bringing approximately $190 million of AUM into EP Wealth and expanding the firm's Colorado presence. The Holben Group founder Jeffrey Holben, along with other advisors, will join EP Wealth in advisory and partner roles; financial terms were not disclosed.

Supreme Group Acquires Broth

February 10, 2026

Marketing & Advertising

Supreme Group, a Trinity Hunt Partners‑backed healthcare and life sciences marketing and communications platform, has acquired Broth, a science‑first creative agency. Broth will join Supreme Group's Brand + Creative vertical to add scientific rigor and evidence‑driven strategy for complex therapeutic commercialization and launch work.