CBIZ Acquires Pivot Point Security

Innovative Consulting Group Acquires Pivot Point Consulting

February 17, 2026

Healthcare Services

Innovative Consulting Group, a portfolio company of SV Health Investors, acquired Pivot Point Consulting, which was divested from Highspring. The deal combines Pivot Point’s KLAS-ranked healthcare IT managed services with Innovative Consulting Group’s strategic advisory capabilities to form a scaled healthcare IT transformation platform.

CBIZ Acquires American Pension Advisors

July 1, 2023

Accounting & Tax

CBIZ, Inc. has acquired American Pension Advisors, Ltd., a retirement plan consulting and administration firm based in Indianapolis, effective July 1, 2023. The deal adds APA's 14 employees and roughly $2.9 million in revenue to CBIZ's Retirement Investment Services practice and strengthens CBIZ's presence in the Indianapolis metro market.

Bridgepointe Technologies Acquires PPT Solutions

December 28, 2022

IT Services

Bridgepointe Technologies, backed by Charlesbank Capital Partners, has acquired PPT Solutions to expand its customer experience (CX) consulting and contact-center capabilities. PPT Solutions — a CX and contact-center consulting and managed services provider with ~55 employees — will operate as a Bridgepointe company to broaden Bridgepointe's tech advisory and managed services offering.

Patrol Protect Secure (PPS) Acquires Internal Security Associates (ISA)

July 1, 2020

Professional Services

Patrol Protect Secure, Inc. (PPS), a PE-backed security platform sponsored by Mangrove Equity Partners and Sunlake Capital, acquired Internal Security Associates, LLC (ISA), a Boston-based contract security provider focused on public sector customers. The add-on expands PPS’s geographic footprint into greater Boston, increases platform revenue and EBITDA, and provides the ISA founder liquidity and a succession plan while the founder retains an equity stake in the PPS parent.

CBIZ, Inc. Acquires Pension Dynamics Company, LLC

February 1, 2020

Financial Services

CBIZ, Inc. acquired substantially all the assets of Pension Dynamics Company, LLC, a Pleasant Hill, California-based retirement and benefits plan advisor, effective February 1, 2020. The acquisition expands CBIZ's retirement planning advisory capacity on the West Coast and adds approximately 25 employees and $3.6 million in annual revenue to its business.

Patrol Protect Secure (PPS) Acquires JBM Patrol and Protection

March 13, 2019

Professional Services

Patrol Protect Secure (PPS), a security platform formed by Mangrove Equity Partners and Sunlake Capital, has acquired JBM Patrol and Protection Corp., a contract security provider operating in Wisconsin, Minnesota, Iowa and Tennessee. The deal facilitates founder Jim Mankowski's retirement and represents PPS's first add-on as it pursues a roll-up strategy to build a national contract security platform.