Prosperity Partners Acquires Wiener and Garg (W&G)

Waverly Advisors Acquires GGM Wealth Advisors

March 25, 2025

Wealth Management

Waverly Advisors, a PE-backed registered investment adviser, has acquired Baltimore-based GGM Wealth Advisors, adding a team that manages over $400 million in AUM and expanding Waverly’s footprint into Maryland and Virginia. The deal closed March 21, 2025 and is an add-on to Waverly’s platform (backed by Wealth Partners Capital Group and HGGC), increasing the platform’s total AUM to roughly $16.9–17.4 billion.

Prosperity Partners Acquires Pipaya

August 5, 2025

Accounting & Tax

Chicago-headquartered Prosperity Partners, a tax and accounting firm backed by Unity Partners, has acquired Vienna, Virginia-based transaction advisory firm Pipaya. The acquisition expands Prosperity's transaction services capabilities—particularly in aerospace, defense and government contracting—and grows its presence in the Washington, D.C. metro area; terms were not disclosed.

Prosperity Partners Adds Farkouh, Furman & Faccio

December 9, 2025

Professional Services

Prosperity Partners, a Chicago-based tax and accounting platform backed by Unity Partners LP, has completed the addition of New York-based Farkouh, Furman & Faccio (FF&F). The deal brings FF&F's seven partners and 38 employees into Prosperity, establishing a New York City flagship office and adding audit and international tax capabilities to Prosperity's platform.

Perigon Wealth Management Acquires Gitterman Wealth Management and Gitterman Asset Management

October 1, 2025

Financial Services

Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, bringing an estimated $1.3 billion of client assets onto Perigon’s platform. Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as Managing Directors as the deal expands Perigon’s advisory capabilities and assets under management.

ZRG Acquires Wiser Partners

March 14, 2024

Staffing & HR

ZRG has acquired Wiser Partners, a nearly 30-year-old boutique retained executive search firm focused on marketing, sales and go-to-market leadership. The acquisition expands ZRG's functional expertise in marketing, sales and analytics and gives Wiser access to ZRG's global platform; ZRG is backed by private equity investor RFE Investment Partners.

Platform Accounting Group Acquires AWG Wine Advisors

August 7, 2025

Professional Services

Salt Lake City-based Platform Accounting Group has acquired Santa Rosa, California-based AWG Wine Advisors (formerly Allen Wine Group). The add-on acquisition expands Platform Accounting Group's outsourced accounting, tax, and fractional CFO services into the winery/wine industry vertical and brings AWG's specialized wine inventory and bulk wine cost accounting capabilities into Platform's portfolio.