The AmeriFlex Group Acquires The W Source

Savant Wealth Management Acquires Source Financial Advisors

December 16, 2024

Financial Services

Savant Wealth Management, a Rockford, Illinois-based fee-only RIA, has acquired New York boutique RIA Source Financial Advisors, which manages $536 million in assets. The deal closed on December 9, 2024 (terms undisclosed); Source founder Michelle Smith and several team members joined Savant as advisors and staff as part of the transition.

OneDigital Investment Advisors Acquires WealthSource Partners

January 31, 2024

Financial Services

OneDigital Investment Advisors, the SEC-registered wealth arm of OneDigital, has acquired WealthSource Partners, adding more than $2.0 billion in advisory assets and a 44-person team across nine states to OneDigital's platform. The deal expands OneDigital's wealth-management capabilities and client reach, bringing approximately 2,000 client families into its advisory platform.

E Source Acquires Water Systems Optimization (WSO)

November 2, 2021

Environmental Services

E Source has acquired Water Systems Optimization (WSO), a Nashville-based water-loss analytics and consulting firm, as a strategic add-on to expand E Source’s water market capabilities. The acquisition, announced by E Source’s owner Align Capital Partners, integrates WSO’s analytics, leak-simulation models, and program management services into E Source’s Technology Planning and Implementation unit to better serve utilities and municipalities.

Xenspire Group Acquires OneSource Professional Search LLC

September 6, 2024

Staffing & HR

Xenspire Group, a Massachusetts-based staffing provider led by CEO Ram Konduru, acquired OneSource Professional Search LLC, a Mandeville, Louisiana-based technical and financial search firm focused on the oil and gas industry. The deal closed Sept. 6 (announced Sept. 16) as OneSource owners pursued full retirement; terms were not disclosed. The acquisition represents a strategic and geographic expansion for Xenspire.

Two Sigma Acquires Liberty Source

September 28, 2021

Data & Analytics

Two Sigma has acquired Liberty Source, an on‑shore, socially responsible data workflow management and human-in-the-loop data services provider, from Digital Divide Data. Liberty Source will continue to operate as an independent entity and plans to expand its data services while advancing its mission to provide jobs to military spouses and veterans.

Westward360 Acquires The Apartment Source's Property Management Division

April 10, 2025

Real Estate

Chicago-based Westward360 has merged with The Apartment Source's property management division, assuming management responsibilities while allowing The Apartment Source to focus on multifamily leasing. The transaction expands Westward360's Chicago-area portfolio and market reach while enabling TAS to concentrate on its core leasing business.