GA Group Acquires Trampe Settles

GA Group Acquires Kaseno CPA Firm Family Law Litigation Support Practice

August 18, 2026

Professional Services

Great American Holdings (GA Group) acquired the California- and Washington-based family law litigation support practice of The Kaseno CPA Firm. The deal adds a four-person team led by founder Karen J. Kaseno and expands GA Group’s family law litigation support capabilities to serve attorneys, courts, and clients in complex matters.

GA Group Acquires G2 Capital Advisors

April 6, 2026

Financial Services

GA Group, backed by Oaktree Capital Management funds, announced the successful acquisition of Boston-headquartered investment bank and restructuring advisory firm G2 Capital Advisors. The deal is intended to create a full-lifecycle advisory and investment banking platform serving the middle market, combining GA Group’s advisory/valuation/field exam and asset services with G2’s capital markets and restructuring capabilities.

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.

FactSet Acquires Truvalue Labs

October 20, 2020

Data & Analytics

FactSet has entered into a definitive agreement to acquire Truvalue Labs, an AI-driven provider of ESG data and analytics, to integrate its daily ESG signals and expand FactSet’s sustainability and analytics offerings. The transaction, announced Oct. 20, 2020, is expected to close later in the year and was not expected to have a material impact on FactSet’s fiscal 2021 results.

Trivest Partners Recapitalizes A. G. Adjustments Ltd.

June 25, 2019

Financial Services

Trivest Partners has completed a recapitalization of A. G. Adjustments Ltd., a Melville, New York-based accounts receivable management firm. Founders Robert and Marc Gerstel will remain in leadership while the transaction provides liquidity to the family and capital to support further professionalization and organic and acquisitive growth; terms were not disclosed.