F2 Strategy Acquires Callaway Cloud Consulting

F2 Strategy Acquires Intelligo Partners

July 17, 2026

Consulting

F2 Strategy acquired Intelligo Partners, a Toronto-based investment technology consulting firm. The deal is intended to expand F2’s presence in Canada and add Intelligo’s investment platform advisory, implementation, and post-launch support capabilities for asset and wealth managers and other financial institutions.

F2 Strategy Acquires Meradia

April 21, 2026

IT Services

F2 Strategy, a technology consulting firm backed by Renovus Capital Partners, acquired Meradia, a Maryland consultancy focused on Salesforce implementations and cloud infrastructure services. The deal was announced on January 13 as part of F2’s buy-and-build strategy in the fragmented IT consulting market, with financial terms not disclosed.

F2 Strategy Acquires Aliter Investment Services

July 13, 2025

Financial Services

F2 Strategy, a Chicago-based wealth management technology and marketing services firm, has acquired Aliter Investment Services, a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers. The acquisition establishes asset servicing as F2's third core vertical, expanding the firm's capabilities across pooled investment servicing and enhancing its strategic consulting and delivery across the financial services ecosystem.

F2 Strategy Acquires MD Solutions LLC

April 29, 2025

Financial Services

F2 Strategy, a wealth management technology and marketing services firm, has acquired Florida-based MD Solutions LLC, a financial technology, software and operations managed-services provider led by Steve Mars and Bill Navarro. The acquisition expands F2's implementation and ongoing support capabilities and strengthens its reach into emerging RIA and single-family office markets.

F2 Strategy Acquires SKY Marketing Consultants

March 5, 2024

Marketing & Advertising

F2 Strategy has acquired SKY Marketing Consultants, a boutique marketing consultancy based in St. Louis, Missouri, to integrate high-touch marketing and branding capabilities into its wealth management technology and consulting offerings. The acquisition, which closed in early February 2024, builds on F2's prior PE-backed growth and expands its service suite for broker-dealers, RIAs and asset managers.

F2 Strategy Acquires Oakbrook Solutions; Renovus Capital Takes Majority Stake in F2 Strategy

June 13, 2023

Wealth Management

Wealth-management technology consulting firm F2 Strategy has acquired Oakbrook Solutions and received a majority investment from private equity firm Renovus Capital Partners. The deal adds Oakbrook’s ~75-person team to F2 (bringing combined headcount to ~100), expanding F2’s wealth-management and bank/trust consulting capabilities while providing growth capital and support from Renovus.