Winged Keel Group Acquires MBW Group

Winged Keel Group Acquires The Madison Group, Expands into Denver

June 1, 2023

Insurance

Winged Keel Group acquired The Madison Group and opened a new Denver office led by Principal Mark J. Richards. The transaction brings The Madison Group's life insurance brokerage expertise and an eight-person team into Winged Keel's platform to support ultra-high-net-worth clients, family offices, and privately held businesses in the Denver market.

Winged Keel Group Acquires BryanMark Group

June 9, 2025

Insurance

Winged Keel Group, a life insurance brokerage backed by a recent strategic investment from GTCR, has acquired BryanMark Group, a St. Louis-based provider of life insurance solutions for affluent and ultra-affluent clients. The deal expands Winged Keel’s Midwest presence and brings BryanMark founder Jason Hackmann and his team into Winged Keel’s St. Louis office to deepen the firm’s advisory capabilities for high-net-worth clients.

GTCR Acquires Majority Stake in Winged Keel Group

January 13, 2025

Wealth Management

GTCR, a leading private equity firm, announced a strategic investment to become the majority stakeholder in Winged Keel Group, an independent life insurance brokerage serving high- and ultra-high-net-worth clients, family offices and institutions. The capital will support Winged Keel's continued geographic expansion, technology and product development, and pursuit of growth initiatives including potential add-on acquisitions.

Winged Keel Group Acquires Knight Planning Corporation

January 12, 2021

Financial Services

Winged Keel Group has acquired Knight Planning Corporation and launched a Houston office led by Brady C. Knight. The move expands Winged Keel’s footprint in Texas and brings Knight Planning’s team and expertise in life insurance and wealth-transfer strategies into the firm’s platform.

Wealth Enhancement Group Acquires Bohmer Kilcoyne Wealth Management

September 29, 2022

Financial Services

Wealth Enhancement Group has acquired Bohmer Kilcoyne Wealth Management, a Cincinnati-based hybrid RIA that oversees approximately $677 million in client assets. The addition of the Bohmer Kilcoyne team (three advisors and five support staff) brings Wealth Enhancement Group's total client assets to more than $57.3 billion and expands the firm's presence in a key Midwest-to-East Coast market.

BLG Group of Companies Acquires MBM Groups International Ltd and FDS Group

January 4, 2025

Consulting

BLG Group of Companies, led by Chairman Ajay K. Dubey, has acquired UK-based MBM Groups International Ltd and Germany-based FDS Group in a multi-million (reported) transaction to expand its consulting, technology and industrial capabilities across Europe and Southeast Asia. Dr. Hans Martin Krüger will lead European integration efforts; financial terms were not disclosed.