Windrose Consulting Group Acquires Zenith Access Network

Rothschild Wealth Partners Acquires Windgate Wealth Management

January 12, 2026

Financial Services

Chicago-based Rothschild Wealth Partners has acquired Windgate Wealth Management, an independent advisory firm managing over $200 million in client assets. The deal expands Rothschild's advisory footprint in the Chicago market and brings Windgate leaders onto Rothschild's platform to broaden services for high-net-worth individuals, families and business owners.

WindRose Health Investors Acquires CardioOne

March 4, 2024

Healthcare Services

WindRose Health Investors has completed the acquisition of CardioOne, a physician-enablement company serving independent cardiologists, and partnered with CardioOne's executive team to provide up to $100 million of additional capital to support growth. CardioOne's existing management will remain in place and the investment will fund expansion and enhancement of its technology platform and service offerings as the company prepares for value-based care.

ARInsights Acquires The Wind Communications Agency

February 21, 2024

Marketing & Advertising

ARInsights, the Needham-based provider of a SaaS platform for managing analyst relations, has acquired The Wind Communications Agency to expand its ServicePlus offerings and provide end-to-end analyst relations software and services. The founders Patty (Patricia) and Greg Wind and their team join ARInsights; terms were not disclosed.

Executive Information Systems Acquires Zencos Consulting

December 2, 2022

Data & Analytics

An affiliate of Executive Information Systems (EIS), a portfolio company of CCP Capital Strategies, has acquired Zencos Consulting LLC. The founders, David Septoff and Benjamin Zenick, retain an equity stake and will continue to lead the business; the acquisition expands EIS' SAS-based analytics, cloud modernization, and managed analytics capabilities.

WindRose Health Investors Recapitalizes Bluestone Physician Services

April 14, 2021

Healthcare Services

WindRose Health Investors completed an equity recapitalization of Bluestone Physician Services to provide growth capital and support expansion. Bluestone — a provider of on-site primary care, care coordination, and behavioral health services for high-risk, geriatric and disabled patients — will continue to be led by founder Dr. Todd Stivland, who and the executive team retain a significant minority stake.

WindRose Health Investors Acquires Ganse Apothecary and Integrates It with Terrapin Pharmacy

July 14, 2022

Healthcare Services

WindRose Health Investors completed the acquisition of Ganse Apothecary and merged it with Terrapin Pharmacy, an existing WindRose portfolio company, to create a behavioral health-focused pharmacy platform in the Mid-Atlantic. The combined business expands footprint and capabilities across Pennsylvania and surrounding states, serving approximately 7,500 patients across four states; terms were not disclosed.