Borderless Capital Acquires CTF Capital

CAPTRUST Acquires $5 Billion Boston Financial Management

November 29, 2024

Wealth Management

CAPTRUST Financial Advisors has acquired Boston Financial Management, adding nearly $5 billion of client assets and 45 colleagues across Boston, Cape Cod (Massachusetts) and Portland (Maine). As part of the transaction BFM founder Richard H. Morse will retire; Berkshire Global Advisors served as BFM's financial advisor.

Inflection AI Acquires Boundaryless

October 21, 2024

IT Services

Inflection AI has acquired Boundaryless, a European Robotic Process Automation (RPA) and data transformation provider, to accelerate enterprise deployments of its AI agent capabilities. Boundaryless' Switzerland-based team will become Inflection's first European office, focused on sales, implementation and partner enablement across EMEA.

US Capital Global Acquires TC Capital Advisors

September 25, 2025

Financial Services

US Capital Global has acquired Miami-based TC Capital Advisors LLC and appointed TC Capital's founder Jullion Taylor as a Partner and Managing Director. The acquisition supports the launch of US Capital Global's Micro-Cap Program and expands its broker network and small/family-owned business financing capabilities.

Creative Planning Acquires CTB Financial Services

August 22, 2023

Financial Services

Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.

Ripple Acquires Fortress Trust

September 8, 2023

Financial Services

Ripple has agreed to acquire Fortress Trust, a subsidiary of Fortress Blockchain Technologies, bringing a Nevada trust license and Web3 custody and payments infrastructure into Ripple's enterprise crypto stack. The acquisition expands Ripple's regulatory licenses and capabilities across payments, custody, and tokenization; the deal remains subject to due diligence and regulatory approvals.

Balance Point Capital Announces Follow-On Investment in Blankfactor

November 20, 2023

Data & Analytics

Balance Point Capital, together with its affiliated fund Balance Point Capital Partners V, L.P., made a follow-on growth investment in Blankfactor (Blankfactor Holdings UK Limited) to support the company's expansion of digital transformation, data and AI services. The capital will be used to accelerate Blankfactor's service offerings and growth in the payments and financial services markets.