Confluence Acquires Denver-based studioINSITE

Clearlake Capital Acquires Confluence from TA Associates

June 17, 2021

Software

Clearlake Capital has signed a definitive agreement to acquire Confluence Technologies from TA Associates, with Clearlake becoming the majority shareholder and TA retaining a minority stake. The investment will support Confluence's global expansion and Clearlake's buy-and-build strategy to grow the company's software and data solutions for the investment management industry.

ConvergeOne Acquires Integration Partners Corporation

January 6, 2022

IT Services

ConvergeOne, a services-led cloud technology solution provider headquartered in Bloomington, Minnesota, acquired Integration Partners Corporation, a Lexington, Massachusetts-based team that designs and implements collaboration, networking, data center and cybersecurity solutions. The deal expands ConvergeOne's presence in New England and the Midwest and integrates Integration Partners' engineering and managed services capabilities with ConvergeOne's cloud and collaboration offerings.

Mariner Wealth Advisors Acquires Confluence Financial Planning

January 2, 2024

Wealth Management

Mariner Wealth Advisors acquired Confluence Financial Planning on Dec. 31, adding a Sacramento office and roughly $360 million in client assets to Mariner's platform. Confluence, founded in 1983, retained its six associates and will operate under the Mariner Wealth Advisors name as the firm's first Sacramento location.

Insidesource Acquires Environments (Portland)

May 3, 2023

Professional Services

Insidesource, a leading Allsteel furniture dealership, has acquired Environments, a Portland-based workplace design and furniture dealer. The acquisition expands Insidesource's presence across the Pacific Northwest and adds Environments' Portland showroom as the company's eleventh location in its global portfolio.

ConvergeOne Acquires NuAge Experts

June 22, 2021

IT Services

ConvergeOne has acquired NuAge Experts, a Boulder, Colorado–based Salesforce services provider, to expand its Salesforce design, integration and managed-service capabilities. The acquisition strengthens ConvergeOne's cloud and customer-experience offerings by adding Salesforce implementation, campaign management, data and managed services expertise.

Havenly Acquires The Inside

February 18, 2022

E-Commerce

Havenly, the Denver-based e-design platform, has acquired key assets of direct-to-consumer home furnishings brand The Inside, including its intellectual property and inventory. The deal will integrate The Inside's made-to-order, customizable furniture offerings into Havenly's design and e-commerce ecosystem to expand product capabilities and better serve residential customers.