GA Group Acquires G2 Capital Advisors

Great American Holdings (GA Group) Acquires Risk Solutions International (RSI)

February 3, 2026

IT Services

Great American Holdings, LLC (“GA Group”) announced its acquisition of Risk Solutions International (“RSI”), which provides consulting, advisory, and technology solutions for risk and resilience management. The integration of RSI into GA Group’s advisory and valuation platform is intended to deliver an end-to-end offering covering both financial health and operational resilience.

GA Group Acquires CBC Group LLC

November 3, 2025

Financial Services

Great American Holdings, LLC (GA Group), a PE-backed provider of valuation and field exam services, has acquired CBC Group LLC, a specialist in asset-based lending field examinations. The deal folds CBC's team into GA Group's field exam group to expand capabilities and North American coverage, bringing the combined field exam headcount to nearly 40 examiners.

Relation Insurance Services Acquires G2 Insurance Services

June 1, 2022

Insurance

Relation Insurance Services, backed by Aquiline Capital Partners, acquired the assets of California-based G2 Insurance Services, LLC effective June 1, 2022. The deal brings G2's specialty insurance brokerage capabilities (nonprofit, high-net-worth/family offices, commercial real estate, equine, agribusiness) onto Relation's national platform to expand its footprint and service offerings; terms were not disclosed.

Gordon Brothers Acquires SOLIC Capital Advisors

June 26, 2025

Financial Services

Gordon Brothers has acquired SOLIC Capital Advisors, a boutique financial advisory and investment banking firm that specializes in restructuring and distressed-asset support. The deal expands Gordon Brothers' asset services and advisory capabilities and broadens its client coverage—notably enhancing expertise in the healthcare sector.

Avantax Acquires GA Investment Management

May 20, 2024

Wealth Management

Avantax has acquired Pennsylvania-based GA Investment Management, onboarding $400 million of GA client assets to its platform and converting 10 GA employees to Avantax W-2 employees. The GA partners selected Avantax as part of a succession plan because of aligned tax-focused planning, in-house asset management, eMoney compatibility, and access to Avantax's network for future advisor growth.

South Street Securities Holdings Acquires GX2 Systems

August 1, 2023

Financial Services

South Street Securities Holdings, Inc. acquired all equity interests in GX2 Systems, LLC, including its wholly owned broker-dealer GX2 Spread Markets, LLC, to expand its technology-enabled U.S. Treasury execution, market making and analytics capabilities. GX2 will continue operating from its Chicago office while integrating trading and broker-dealer operations into South Street's New York platform; GX2 leadership (David Jaberg) will join South Street's executive team following regulatory approvals and subsequent broker-dealer consolidation.