Inspira Financial Acquires Quest Trust Company's Self-Directed IRA Business
September 3, 2024
Inspira Financial has been appointed successor custodian for Quest Trust Company's self-directed IRA (SDIRA) business, acquiring approximately 20,000 SDIRAs representing more than $3 billion in assets under custody. The deal expands Inspira's SDIRA and alternative-asset custody capabilities and aims to improve the accountholder experience for Quest clients.
- Buyers
- Inspira Financial
- Targets
- Quest Trust Company (self-directed IRA business)
- Sellers
- Quest Trust Company
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Divestiture
Explore More
Related Acquisitions
-
Insight Enterprises Acquires Inspire11 from Keystone Capital
October 1, 2025
IT Services
Insight Enterprises, Inc. has acquired Inspire11 LLC, a Chicago-based AI-focused business transformation and technology delivery firm, from Keystone Capital Management. The acquisition expands Insight's Solutions Integrator capabilities in data, AI and custom technology delivery; terms were not disclosed.
-
Inspira Marketing Group Acquires Social Supply Co.
May 1, 2023
Marketing & Advertising
Inspira Marketing Group has acquired Social Supply Co., a Carlsbad-based social-first digital marketing agency, to expand its digital content and social capabilities. The acquisition gives Inspira a Southern California content studio and establishes a coast-to-coast presence while integrating Social Supply Co.'s founder, Brett Sirianni, into Inspira's senior leadership as Chief Digital Officer.
-
Beech Tree Private Equity Acquires Inspiro Learning
September 16, 2025
Education
Beech Tree Private Equity has completed an investment to acquire Inspiro Learning, a UK-based vocational and technical training provider; existing owner Inspirit Capital has partially reinvested and Investec provided funding. The capital will be used to enhance service delivery, expand technical training into adjacent sectors, and support strategic acquisitions to accelerate organic growth.
-
Mercer Advisors Acquires Quest Capital Management, Inc.
September 29, 2021
Wealth Management
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Quest Capital Management, Inc., a Dallas-based wealth management firm with approximately $1.5 billion in AUM serving about 660 clients. The six Quest shareholders and seventeen staff members will join Mercer as the firm expands its Texas footprint and access to Mercer’s family office, tax and back-office capabilities.
-
Accenture Acquires Inspirage
September 22, 2022
IT Services
Accenture has completed the acquisition of Inspirage, an integrated Oracle Cloud specialist focused on supply chain management. The deal adds Inspirage's Oracle supply chain expertise and roughly 710–736 employees to Accenture's Oracle Business Group to bolster its digital supply chain, touchless supply chain and digital twins capabilities.
-
Advent International and CPP Investments Lead R$1 Billion Investment in Inspira Rede de Educadores
March 18, 2024
Education
Advent International led a R$1 billion investment round in Inspira Rede de Educadores, with CPP Investments joining as a co-investor; funds managed by Advent assume a co-controller position alongside BTG Pactual-managed funds. The capital will be used to strengthen Inspira and accelerate organic and inorganic expansion across Brazil, particularly through acquisitions; Inspira operates more than 100 schools, serves roughly 57,000 students and generates over R$1 billion in revenue.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.