Centre Street Partners Launches Accretus and Acquires Atlanta Deferred Exchange (ADE)

EdgeCo Holdings Acquires Axios Advisory Group to Expand AmericanTCS Retirement Services

August 4, 2025

Financial Services

EdgeCo Holdings LP has completed the acquisition of Axios Advisory Group, Ltd., integrating Axios's American Pension Benefit retirement plan administration and Axios Wealth Management advisory services into its AmericanTCS business unit. The deal expands AmericanTCS's administration, recordkeeping and wealth capabilities as part of EdgeCo's ongoing roll-up strategy in the small- and mid-sized retirement plan market.

Yieldstreet Acquires Real-Estate Investment Platform Cadre

November 30, 2023

Financial Services

Yieldstreet has entered a definitive agreement to acquire Cadre, a tech-driven commercial real-estate investment platform that serves institutional and high-net-worth investors. The acquisition brings Cadre's institutional client relationships, real-estate product capabilities and investment team into Yieldstreet to expand asset-class offerings and accelerate institutional distribution.

Millennium Trust Acquires Accruit Holdings

March 1, 2023

Wealth Management

Millennium Trust Company, a portfolio company of Abry Partners, has acquired Accruit Holdings LLC, a Denver-based qualified intermediary and provider of patented 1031 exchange workflow software. The acquisition expands Millennium Trust's alternative asset and real estate solutions by adding Accruit's Exchange Manager Pro platform and specialist 1031 exchange services to its retirement, wealth and custody offering.

Advanced Emissions Solutions (ADES) Merges With Arq Limited

August 22, 2022

Environmental Services

Advanced Emissions Solutions (ADES) announced it has entered into a definitive merger agreement with Arq Limited to combine their businesses. The transaction includes up to $10 million of cash proceeds to ADES shareholders, with a $20 million committed equity placement from current Arq investors and Arq management.

Arete Wealth Acquires Center Street Securities

March 31, 2021

Financial Services

Arete Wealth, a Chicago-based independent broker-dealer, registered investment advisor and insurance firm, completed its stock purchase acquisition of Center Street Securities, a Nashville-based broker-dealer and registered investment advisor founded in 1990. The transaction expands Arete Wealth's product capabilities by adding publicly registered offerings for non-accredited investors and strengthens its alternative-investment and wealth-management scale; combined AUM post-close is $5.7 billion with 265 registered representatives and 100 offices.

Capital Square Partners Acquires Aegis from Essar for US$300 Million

November 27, 2017

Professional Services

Capital Square Partners (CSP) has acquired 100% of the holding company for Aegis from AGC Holdings (an Essar Global Fund portfolio company) for approximately US$300 million. The sale marks Essar's complete exit from the BPO business and will help retire group debt; CSP intends to work with Aegis management to grow its global footprint and capabilities.