fdp Private Wealth Management Acquires a Majority Stake in MultiD

ModuleMD Acquires Diversified Health Care Management and MedEase Practice Management

September 4, 2023

Healthcare Services

ModuleMD has acquired Diversified Health Care Management, Inc. and MedEase (DBA Professional Management Services, Inc.) to expand its revenue cycle management (RCM) capabilities and client footprint in the northwestern United States. The deal brings the target teams and technology into ModuleMD’s physician‑designed SaaS platform to accelerate automation across claims management using RPA, analytics and AI.

Francisco Partners to Acquire AdvancedMD from Global Payments

October 30, 2024

Healthcare Services

Francisco Partners has signed a definitive agreement to acquire AdvancedMD, a cloud-based provider of medical office software, from Global Payments. The acquisition is expected to close in Q4 2024, subject to customary closing conditions, and AdvancedMD will continue to be led by its existing management team.

Mission Wealth Acquires Diversified Asset Management (Boulder)

October 1, 2025

Wealth Management

Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc., a Boulder, Colorado-based wealth management firm led by Robert J. Pyle and his son Matthew. The deal expands Mission Wealth's presence in Colorado and brings the Pyles into Mission Wealth's national wealth management platform.

Madison Dearborn Partners Takes Significant Ownership Position in NextGen Healthcare

May 2, 2025

Healthcare Services

Madison Dearborn Partners (MDP) has signed an agreement and later completed an acquisition of a significant ownership position in NextGen Healthcare. Thoma Bravo retains a significant stake, and both firms will partner with NextGen Healthcare’s management to accelerate growth, including higher annual R&D investment and expansion of AI-driven capabilities.

Montagu to acquire Multifonds from Temenos AG

February 6, 2025

Cloud & SaaS

Montagu, a UK-based mid-market private equity firm, has agreed to acquire Multifonds — the global fund accounting and transfer agency software business — in a carve-out from Temenos AG. Multifonds, headquartered in Luxembourg and founded in 1995, will operate as a standalone company led by its existing management team after the transaction closes.

Goldman Sachs Asset Management and Charlesbank Acquire Majority Ownership of MDVIP

August 19, 2021

Healthcare Services

The private equity business within Goldman Sachs Asset Management and Charlesbank Capital Partners have acquired majority ownership of MDVIP from Leonard Green & Partners and Summit Partners. MDVIP is a Boca Raton–based membership-focused primary care network with ~1,100 affiliated physicians serving ~362,000 patients; the investment is intended to accelerate growth and expand MDVIP's services and partnerships with hospitals and employers.