Patriot Motors Acquires Phillips Hyundai of Bradley from Phillips Auto Group

James and Erik Kirste Acquire Patriot Nissan of Salem from Patriot Automotive Group

June 2, 2025

Automotive

Brothers James and Erik Kirste purchased Patriot Nissan of Salem, New Hampshire (including the related real estate) from Patriot Automotive Group owner Adam Arens; the sale closed June 2. The Presidio Group served as exclusive M&A advisor to Patriot Automotive Group on the transaction. Adam Arens will continue to operate his remaining Subaru and Acura stores in Maine and Massachusetts.

Hoffman Auto Group Acquires Burlington Subaru and Burlington Hyundai from 802 Cars

May 6, 2025

Automotive

Hoffman Auto Group has acquired the Burlington Subaru and Burlington Hyundai dealerships in Burlington, Vermont from seller 802 Cars. Kerrigan Advisors represented 802 Cars in the sale; the transaction expands Hoffman Auto Group's geographic footprint into Vermont.

Ancira Automotive Group Acquires Patriot Buick-GMC (Killeen, TX)

July 2, 2025

Automotive

Ancira Automotive Group has acquired Patriot Buick-GMC in Killeen, Texas from owner John Kliewer. Haig Partners served as exclusive sell-side advisor and all Patriot employees will be retained as part of the transition, supporting Ancira’s continued expansion in the Texas dealership market.

Citizens Financial Group Acquires Bradley Wealth Partners

November 21, 2025

Financial Services

Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.

Paschal Air, Plumbing & Electric Acquires Patriot Heating & Air

September 4, 2024

HVAC & Mechanical

Paschal Air, Plumbing & Electric has acquired Patriot Heating & Air, adding Patriot’s Oklahoma City team to Paschal’s operator-owned home services platform and expanding Paschal’s HVAC, plumbing, and electrical service footprint into Oklahoma. The transaction, with Patriot owner Willie Hester exiting, is intended to broaden local service capacity while integrating Patriot’s customers and employees into Paschal’s larger network.

Blue Compass RV Acquires Patriot RV in Lexington, Kentucky

October 2, 2024

Retail

Blue Compass RV, a Fort Lauderdale–based retail operator, has acquired Patriot RV in the Lexington, Kentucky market and rebranded the store as Blue Compass RV. The location — a state-of-the-art facility on I-75 in Georgetown — expands Blue Compass's footprint in the Lexington area and enhances its retail and service capacity for new and used recreational vehicles.