Audax Private Equity Acquires AKAM Property Management

AKAM Acquires Property Management Resources (PMR)

June 5, 2024

Real Estate

AKAM, a New York- and Florida-based property management and brokerage firm, acquired Property Management Resources (PMR), a family-run property management business serving Palm Beach County, Florida. The acquisition expands AKAM’s footprint in Southern Florida and brings PMR’s managed properties and team into AKAM’s platform, giving those clients access to AKAM’s capital project management, energy, procurement, insurance and risk management services.

Audax Private Equity Acquires Oakbridge Insurance from Corsair

September 26, 2023

Insurance

Audax Private Equity has partnered with Oakbridge's management team to acquire a majority stake in Oakbridge Insurance Agency LLC from Corsair Capital; terms were not disclosed. Audax said it will support Oakbridge's buy-and-build strategy to accelerate growth across the Southeast while Oakbridge's management and employees retain a significant ownership position.

Audax Private Equity Portfolio Company Completes Add-on Acquisition (Undisclosed)

March 6, 2024

Professional Services

Blue River Financial Group advised Audax Private Equity on a recent acquisition completed by one of Audax's portfolio companies. The deal—an add-on—was described as strengthening the portfolio company's footprint across Connecticut and reflects Audax's buy-and-build strategy in the northeast region.

Audax Private Equity Acquires Majority Stake in Keystone

January 15, 2026

Consulting

Audax Private Equity has acquired a majority stake in Keystone, purchasing the global technology and advisory services practice from RLH Equity Partners in a recapitalization that closed January 2, 2026. Concurrently, Keystone spun out its Core AI business as an independent B2B AI SaaS company (Keystone.AI) with RLH retaining a minority stake; Jeff Marowits was named CEO and Greg Richards will remain as a senior strategic advisor.

Audax Private Equity Recapitalizes Congress Wealth Management

April 28, 2023

Financial Services

Audax Private Equity completed a strategic recapitalization of Congress Wealth Management, partnering with management as CI Financial sold its stake. Bain Capital Credit provided a senior credit facility to support Audax's investment; the transaction will support Congress' organic growth and buy‑and‑build expansion of its wealth management platform, which manages over $5 billion in client assets and serves roughly 2,300 HNW and family office clients.

Audax Private Equity Invests in The Harbourfront Group

June 14, 2022

Wealth Management

Audax Private Equity completed a strategic growth investment in The Harbourfront Group, valuing the Vancouver-based wealth management platform at an enterprise value of CAD $425 million. The minority investment will provide liquidity to Harbourfront’s shareholders (including its team of investment advisors) and support the company’s organic growth and buy‑and‑build acquisition strategy across Canada.