Prime Capital Financial Acquires Bradshaw Rogers Financial Partners

Prime Capital Financial Acquires Harman Wanzor McNamara LLP to Launch Tax Advisory Service

November 7, 2025

Accounting & Tax

Overland Park-based Prime Capital Financial acquired Fort Worth accounting firm Harman Wanzor McNamara LLP (HWM) to launch a new tax advisory subsidiary. The 2014-founded HWM (about 40 employees) brings tax planning, compliance, accounting and business advisory capabilities to expand Prime Capital's wealth and retirement advisory services.

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.

Abry Partners Acquires Equity Stake in Prime Capital Investment Advisors

July 12, 2023

Financial Services

Abry Partners has agreed to acquire an equity interest in Prime Capital Investment Advisors (PCIA), providing growth capital and joining PCIA’s board to support expansion. The partnership will supply additional investment capital while preserving PCIA’s client-focused service model and leadership team.

BRP Group Acquires The Capital Group

August 2, 2021

Financial Services

BRP Group, Inc. (NASDAQ: BRP) has acquired substantially all assets of TCG Financial Holding Company, LLC, which operates as The Capital Group, a Bethesda-based provider of employee benefits consulting, retirement plan consulting, wealth advisory and commercial insurance brokerage services. The transaction adds over 50 colleagues and deepens BRP Group's capabilities in employee benefits, wealth advisory and retirement consulting while increasing scale in the D.C. Metro region and key end markets such as government contracting, technology and non-profits.

Prime Pensions Acquires Northwest Retirement Plan Consultants

June 28, 2022

Financial Services

Prime Pensions LLC, a portfolio company of Mill Point Capital, has acquired Northwest Retirement Plan Consultants, LLC (NWRPC), a Washington-based provider of retirement plan design, administration and consulting services. The acquisition expands Prime Pensions' geographic footprint in the Northwestern United States and strengthens its retirement plan administration capabilities; NWRPC's managing principals will remain with the combined business.

Aquiline Capital Partners Makes Majority Investment in Health Prime International

February 5, 2024

Healthcare Services

Aquiline Capital Partners has made a majority investment in Health Prime International, a provider of revenue cycle management (RCM) solutions for physician practices. The partnership is intended to accelerate Health Prime's growth and expand its technology-enabled RCM capabilities; Health Prime is headquartered in National Harbor, Maryland and employs over 3,500 people globally.