Consero Global Acquires Waxman Associates

Mercer Advisors Acquires Convergent Wealth Management, LLC

March 31, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.

Steward Partners Acquires Consilium Wealth Management

July 2, 2025

Financial Services

Steward Partners acquired Consilium Wealth Management, onboarding Partner John H. Seo and his nearly ten-member team and adding approximately $1.1 billion in client assets to Steward's Legacy Division. The deal deepens Steward Partners' presence in Northern California and expands its Bay Area footprint while providing succession and continuity support for the Consilium team and clients.

Reserve Advisors Acquires Waldman Engineering Consultants, Inc.

December 18, 2025

Engineering Services

Reserve Advisors, a Milwaukee-based national consulting firm specializing in reserve studies and property wellness solutions, has acquired Waldman Engineering Consultants, Inc., a Lisle, Illinois-based engineering and building inspection firm. The transaction closed on December 18, 2025 and expands Reserve Advisors’ engineering and building evaluation capabilities for homeowner associations, condominiums, high-rise buildings and private clubs.

Citrin Cooperman Acquires HW&Co.

February 18, 2025

Accounting & Tax

Citrin Cooperman has acquired substantially all the assets of HW&Co., an Ohio-based accounting and advisory firm, adding 14 partners and over 140 employees to its platform. The deal expands Citrin Cooperman's Midwest footprint and broadens its audit, tax and advisory capabilities across industries including healthcare, nonprofit, real estate and manufacturing & distribution.

Waud Capital Partners Acquires Senior Helpers from Advocate Health

March 22, 2024

Healthcare Services

Waud Capital Partners has acquired Senior Helpers, a Maryland-based provider of in-home senior care, from Advocate Health. The transaction was supported by debt financing led by Comvest Credit Partners (administrative agent) and private credit from Bow River Capital to fund the acquisition and future growth; terms were not disclosed. Senior Helpers operates more than 380 franchised and corporate locations across 44 states, Canada, and Australia and will be led in part by Waud Executive Partner Steve Jakubcanin as Executive Chairman.

Wealthspire Advisors Acquires Walden Wealth Partners

May 18, 2024

Wealth Management

Wealthspire Advisors, an independent registered investment advisor, has entered an agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland metro area (Beachwood, Ohio). The deal adds roughly $420 million in assets under management and expands Wealthspire’s presence in the Midwest by adding a location in the Cleveland metro area.