Carrington Holding Company to Acquire Reliance First Capital

Carousel Capital Recapitalizes Reliance Partners

August 29, 2022

Insurance

Carousel Capital partnered with Reliance Partners' management and existing investor Lamp Post Group to recapitalize Reliance Partners, a Chattanooga-based commercial insurance broker focused on the transportation industry. The recapitalization will provide capital and strategic support to help Reliance scale its premium volume (nearly $500 million today) and pursue its goal of exceeding $1 billion in gross written premiums.

Pivotal Growth Acquires RSC New Homes Limited and Group First Limited

January 13, 2023

Financial Services

Pivotal Growth has acquired RSC New Homes Limited and Group First Limited (the holding company for Mortgages First and Insurance First) from LSL Property Services Plc. The deals expand Pivotal Growth’s capability and geographic coverage in the specialist new-build mortgage and protection market, complementing prior add-ons such as Grange Mortgage and Protection Services.

First Trust Capital Partners Acquires Direct Indexing Firm Veriti Management LLC

July 6, 2022

Financial Services

First Trust Capital Partners, an affiliate of First Trust, signed a definitive agreement to acquire Veriti Management LLC, a direct indexing asset management and fintech firm. The acquisition, expected to close July 31, 2022, adds direct indexing capabilities to First Trust's advisor- and institution-facing product suite to enable greater portfolio customization, tax efficiency and personalization for clients.

First National of Nebraska Acquires Northland Capital Holdings

May 1, 2023

Financial Services

First National of Nebraska, Inc. (FNNI) has closed its acquisition of Northland Capital Holdings, including subsidiary Northland Securities, Inc. Northland will operate as an FNNI subsidiary and the deal strengthens FNNI's capital markets capabilities—particularly municipal bond underwriting—and complements Northland's Midwest presence.

Shore Capital Partners Recapitalizes Reliant Healthcare and Merges It with Care Fusion Rx

November 23, 2025

Healthcare Services

Shore Capital Partners, via its Healthcare Advantage Fund, completed a majority recapitalization of Reliant Healthcare and merged Reliant with California-based Care Fusion Rx to form a national infusion therapy platform. The combined company will expand home and ambulatory infusion services, leveraging complementary geographic footprints and clinical capabilities to drive growth through new center openings, home infusion expansion, and further acquisitions.

Carson Group Acquires Northface Capital Holdings

December 1, 2022

Wealth Management

Carson Group has acquired Northface Capital Holdings, LLC, a Waltham, Massachusetts-based financial planning and wealth management firm with $200 million in assets under management. The Northface team — now led by Chris Tobey — sold its ownership to Carson and the office will transition to a wholly owned Carson Wealth location to provide continuity, succession planning and support for future growth.