Resolute Investment Managers Acquires Majority Stake in SSI Investment Management and Minority Position in RSW Investments

Remote Medical International Acquires SSI Group

July 1, 2020

Healthcare Services

Remote Medical International completed its acquisition of United Kingdom–based SSI Group on July 1. The deal expands Remote Medical's presence in the renewable energy sector and adds SSI's emergency response, global risk management and international safety capabilities to Remote Medical's workplace health and safety services; company leadership roles for SSI executives were retained and integrated into Remote Medical's global organization. Terms were not disclosed.

Integrum Invests in Strategic Risk Solutions

February 27, 2023

Financial Services

Integrum has made a strategic investment in Strategic Risk Solutions (SRS), the world's largest independent insurance company manager, to support SRS's geographic expansion, service offering growth, and pursuit of strategic acquisitions and partnerships. SRS's CEO Brady Young and the current management team will remain in place; the transaction is subject to customary closing conditions and regulatory approvals.

MML Capital Partners Takes Minority Stake in RSE (Ross-shire Engineering)

August 1, 2023

Environmental Services

MML Capital Partners has made a partnership (minority) investment in RSE (Ross-shire Engineering), joining existing investor Envoy Capital and management to support the company’s continued growth. RSE, a UK-based modular water treatment technology provider, has grown revenues from roughly £60m to over £200m and now employs over 1,500 people across the UK; the investment will help scale its modular manufacturing and service capabilities.

Deutsche Börse Acquires Majority Stake in Institutional Shareholder Services (ISS)

November 17, 2020

Data & Analytics

Deutsche Börse AG will acquire an approximately 80% majority stake in Institutional Shareholder Services (ISS), valuing ISS at USD 2,275 million for 100% of the business. Genstar Capital and current ISS management will retain about a 20% stake; the transaction strengthens Deutsche Börse's ESG data, analytics and governance capabilities and is expected to close subject to regulatory approvals.

Arax Investment Partners Acquires SRS Capital Advisors

June 23, 2024

Wealth Management

Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.

Summit Financial Makes Minority Investment in Ivy Wealth Management

December 6, 2025

Financial Services

Summit Financial has made a minority investment in Ivy Wealth Management, a West Warwick, Rhode Island-based registered investment advisor that oversees more than $500 million in client assets. The deal expands Summit’s national RIA platform and strengthens its presence in the Northeast while allowing Ivy’s principals to retain operational control and access Summit’s capital, technology and investment-management resources.