Wipfli Acquires Risk Management and Loan Review Divisions of Sheshunoff Consulting + Solutions

Wipfli Acquires Assets of Harbour Results

May 1, 2024

Consulting

Wipfli has acquired certain assets of Harbour Results, Inc., with 14 Harbour Results associates joining Wipfli. The acquisition brings Harbour Results' proprietary benchmarking service and manufacturing advisory capabilities into Wipfli's data and manufacturing practice and furthers Wipfli's expansion in Michigan.

Wipfli Acquires Waypoint, Inc.

February 15, 2022

Data & Analytics

Wipfli, LLP acquired Waypoint, Inc., a West Chester, Pennsylvania-based provider of business intelligence, data management, and analytics solutions. The acquisition expands Wipfli's data analytics and digital transformation capabilities and deepens its footprint in the Philadelphia market.

The TIFIN Group Acquires Assets of Totum Risk and myFinancialAnswers

March 24, 2021

Financial Services

The TIFIN Group acquired the assets of risk-profiling firm Totum Risk and personal financial planning provider myFinancialAnswers to accelerate the launch of its risk and financial planning solutions. The CEOs of both businesses, Larry Shumbres and Ben Pitts, will join TIFIN; Totum's brand will be retained while the financial planning offering will launch under a new, unannounced brand. Terms were not disclosed.

Schellman Acquires Connor Consulting's Third-Party Risk Management Practice

December 11, 2024

Cybersecurity

Schellman & Company, LLC has acquired the Third-Party Risk Management (TPRM) practice carved out from Connor Consulting. The deal transfers select personnel and TPRM capabilities to Schellman to strengthen its cybersecurity, governance, risk, and compliance offerings and expand its third-party risk management services.

Wolf & Company Acquires The Kafafian Group

January 5, 2026

Professional Services

Wolf & Company, P.C. has acquired The Kafafian Group, Inc., a Pennsylvania-based bank consulting firm, bringing the two firms together under the Wolf & Company brand to expand advisory capabilities for banks and credit unions. The combination is intended to create a more comprehensive financial-institution advisory platform covering strategy, performance measurement, regulatory assistance and related services.

Marsh McLennan Agency Acquires SOLV Risk Solutions

June 1, 2023

Insurance

Marsh McLennan Agency, a subsidiary of Marsh, has acquired SOLV Risk Solutions, LLC, an independent risk management advisory based in Austin, Texas. Frank Barbella and a team of four SOLV employees will join Marsh McLennan Agency and will work out of the Houston and Austin offices; terms of the acquisition were not disclosed. The deal expands Marsh McLennan Agency's risk management advisory capabilities and client-serving capacity.