Arreva Acquires Heritage Designs (MatchMaker FundRaising)

VeraData Holdings Merges With Avalon Consulting to Expand Omnichannel Nonprofit Fundraising Platform

May 3, 2026

Marketing & Advertising

VeraData Holdings and Avalon Consulting announced a merger that unites Avalon's strategic fundraising expertise with VeraData's Donor Science, Creative Science, and Media Science capabilities. The combined VeraData Group positions the parties to deliver an integrated omnichannel fundraising enterprise for nonprofit organizations, combining fundraising intelligence, creative strategy, and multi-channel execution under one structure.

Arbiter Acquires Vertical Raise

April 1, 2026

IT Services

Arbiter, the K–12 athletics and school activities management platform, announced it has acquired fundraising provider Vertical Raise. The acquisition is intended to expand Arbiter’s suite with integrated, technology-enabled fundraising capabilities while keeping Vertical Raise’s leadership and operations intact.

Savant Wealth Management Partners With Heritage Financial

February 27, 2026

Financial Services

Savant Wealth Management partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in AUM. The majority employee-owned firms’ teams joined Savant, including 15 Heritage employees who became member-owners, and the partnership closed on February 27, 2026.

Oaktree-Led Consortium Acquires arrivia

January 7, 2025

Cloud & SaaS

Arrivia, a Scottsdale-based travel technology and loyalty platform, has completed a transaction transferring ownership to a consortium of international institutional investors led by funds managed by Oaktree Capital Management, L.P. The new ownership will support arrivia’s investment in technology, partnerships, and growth as the company pursues expansion initiatives and continued innovation.

Envera Systems Acquires Applications by Design, Inc.

July 24, 2024

Software

Envera Systems, a provider of automated and software-enabled security solutions, has acquired Applications by Design, Inc. (ABDi), a Boca Raton–based developer of configurable community management and access control software. The deal expands Envera's product offerings and security capabilities for community associations and represents an add-on acquisition to Envera's growth strategy while the company remains PE-backed by Wind Point Partners.

Arreva Acquires MaestroSoft

August 12, 2020

Software

Arreva has acquired MaestroSoft, a provider of auction, event management, mobile bidding (Text2Bid) and text-based giving (Text2Fund) software, to expand its virtual fundraising and donor engagement capabilities. MaestroSoft will continue to operate as a stand-alone Arreva company with its Seattle/Bellevue team retained, broadening Arreva’s ExceedFurther platform offerings for nonprofit clients.