F2 Strategy Acquires Intelligo Partners

F2 Strategy Acquires Meradia to Expand Scalable Wealth & Asset Management Transformation Solutions

April 21, 2026

Professional Services

F2 Strategy, a business and digital transformation services firm focused on global wealth and asset management, announced it has acquired Meradia, an investment management operations and technology consulting firm. The deal is intended to expand F2’s end-to-end capabilities across the investment operations lifecycle and broaden scale and geographic reach across the U.S. and Canada.

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.

With Intelligence Acquires FolioMetrics

November 1, 2023

Software

With Intelligence, a London-based provider of investment intelligence and data solutions, has acquired FolioMetrics, a CRM and research management software provider for hedge funds and other investment firms. The deal expands With Intelligence’s fundraising workflow capabilities and follows a majority investment in With Intelligence by Motive Partners; all FolioMetrics staff will join With Intelligence’s London headquarters.

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.

FPT Software Acquires Majority Stake in Intellinet

July 12, 2018

IT Services

Vietnam-based IT services leader FPT Software has acquired a majority stake in Intellinet, a U.S.-based management consulting and technology services firm, in a deal advised on the sell-side by 7 Mile Advisors. The transaction brings roughly 150 Intellinet consultants into FPT’s organization and expands FPT’s footprint and delivery capabilities across the United States.