CFRA Acquires Washington Analysis, LLC

CFRA Acquires First Bridge Data LLC

August 5, 2019

Data & Analytics

CFRA, a provider of independent investment research, has acquired First Bridge Data LLC, a specialist provider of global ETF constituent holdings data and analytics. The acquisition expands CFRA's ETF data, analytics and visualization capabilities to strengthen its ETF research and product offering for institutional and wealth management clients.

Endicott Capital Makes Strategic Investment in CFRA

January 12, 2023

Data & Analytics

Endicott Capital has made a strategic growth investment in CFRA, the Charlottesville, Virginia-based provider of independent investment research, data, and analytics. The investment will support CFRA's efforts to scale its commercial, product, and operational teams; terms were not disclosed.

Stout Acquires Financial Research Associates

July 1, 2024

Professional Services

Stout, a global advisory firm, has acquired Financial Research Associates, Inc. (FRA), a Pennsylvania-based financial consulting firm specializing in business valuation, forensic accounting, and litigation support. The deal brings FRA’s team of over 30 professionals into Stout’s Valuation Advisory group to expand Stout’s valuation and litigation support capabilities and strengthen its presence in the tri-state area.

Hightower Advisors Acquires Farr, Miller & Washington

July 27, 2021

Financial Services

Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.

Futurum Research Acquires Wainhouse Research

August 25, 2022

Consulting

Futurum Research (The Futurum Group) has acquired a controlling interest in Wainhouse Research to combine the two firms' analyst, research, data and advisory capabilities. Wainhouse founder Marc Beattie retains a minority interest and will continue as president of Wainhouse while the firms integrate operations and expand joint research, datasets, interactive dashboards and events.

Arlington Capital Partners to Acquire Systems Planning & Analysis and Combine with MCR

October 6, 2021

Government & Public Sector

Arlington Capital Partners (through an affiliate) agreed to acquire Systems Planning & Analysis, Inc. (SPA) from CM Equity Partners and SPA management and will combine SPA with Arlington’s existing portfolio company MCR, LLC. The combination creates a specialized government advisory platform with more than 1,200 employees, approximately $350 million in revenue, and expanded systems engineering, modeling & simulation, and advanced analytics capabilities for national security customers.