Align Capital Partners Establishes Specialty Tax Platform with Investment in Cost Segregation Services and Acquisition of TaxIncennovations

Stevens Capital Partners Acquires Dallas CPA Tax Practice to Expand Integrated Wealth Management

August 21, 2026

Financial Services

Stevens Capital Partners, an Omaha-based RIA, acquired a long-established Dallas CPA tax practice to expand its integrated wealth management capabilities. The deal adds more than 300 tax clients and supports tighter coordination of investment management, tax planning, estate planning, business exit planning, and philanthropic strategies.

Align Capital Partners Invests in Advantage Investigations

November 7, 2025

Insurance

Align Capital Partners (ACP) completed a growth capital investment in Advantage Investigations, a national insurance investigative services platform, with CEO Shelly Kummings remaining in place. The partnership will support Advantage's national expansion, technology and AI investments, and continued M&A activity to expand its insurance services offerings.

Align Capital Partners Recapitalizes AKS Engineering

March 1, 2025

Engineering Services

Align Capital Partners completed a recapitalization of AKS Engineering, a multidisciplinary civil engineering, surveying and design firm based in Tualatin, Oregon. AKS has 350+ employees across seven locations in Oregon and Washington; management and employees retain a significant stake and will continue to lead the company as ACP supports continued organic growth and add-on acquisitions in the Pacific Northwest.

Align Capital Partners Recapitalizes Schneider Geospatial

June 22, 2022

Government & Public Sector

Align Capital Partners completed a recapitalization of Schneider Geospatial, a Indianapolis-based GovTech SaaS provider of geospatial and public access land management software. The Schneider family retains an ownership interest while ACP provides growth capital to accelerate product and service expansion and scale the company's GovTech offerings.

Skylark Private Equity Partners Acquires Cost Segregation Authority

May 20, 2022

Accounting & Tax

Skylark Private Equity Partners closed an investment to acquire Cost Segregation Authority (CSA), a Lindon, Utah–based provider of cost segregation studies and tax-related services for real estate investors. Skylark said the deal will help scale CSA’s market reach and operational capabilities as part of the firm’s focus on lower middle market, tech-enabled business services in the tax advisory space.

Align Capital Partners Acquires International Systems of America (ISA)

January 30, 2018

Industrial Services

Align Capital Partners (ACP) has acquired International Systems of America, LLC (ISA), a Louisville-based provider of fire and life safety testing, inspection services and parts, from Gen Cap America. Cleary Gull served as exclusive financial advisor to ISA; ACP said it will pursue organic growth and acquisitions to expand ISA’s national footprint and service capabilities.