Heffernan Financial Services Acquires Ascendant Financial Solutions

Ascend Partners Acquires InnoFin Solutions to Expand Oracle EPM Office of the CFO Practice

September 2, 2026

IT Services

Ascend Partners, a OneStream Diamond Partner focused on Office of the CFO digital transformation, has acquired InnoFin Solutions, an Oracle Enterprise Performance Management (EPM) implementation specialist. The deal expands Ascend’s capabilities across OneStream and Oracle EPM ecosystems while adding deeper expertise in U.S. state, local, and education (SLED) organizations and related public-sector budgeting and reporting workflows.

Ascend and Honor Capital to Merge, Creating Vertically Integrated Insurance Financial Operations Platform

May 14, 2026

Financial Services

Ascend and Honor Capital have entered into a definitive agreement to merge, aiming to create the insurance industry’s first fully vertically integrated financial operations platform. The combined platform is designed to unify AI-powered accounting and invoicing automation, embedded payments, and native premium financing from collection to close.

Safeguard Investment Advisory Group Acquires Solutions First Financial Group

April 14, 2025

Financial Services

Safeguard Investment Advisory Group has acquired Solutions First Financial Group and opened a new office in Scottsdale, Arizona on April 1, 2025. The deal marks Safeguard's first office outside California as the firm expands its wealth management and retirement planning services into Arizona.

Heffernan Financial Services Acquires First Coast Wealth Advisors

January 1, 2024

Financial Services

Heffernan Financial Services (with Heffernan Insurance Brokers) has acquired First Coast Wealth Advisors, a St. Augustine, Florida-based wealth advisory firm, effective January 1, 2024; terms were not disclosed. The First Coast team, led by founder Jeff Helms, joined Heffernan to expand the firm's wealth advisory capabilities and establish a Florida presence.

Battery Ventures Invests in Ascendant

January 19, 2023

Payments & Fintech

Battery Ventures has agreed to make a significant strategic investment in Ascendant (AscendantFX Capital Inc.), becoming the company's primary investor to accelerate product innovation, network expansion and growth. Ascendant, a Toronto-based cross-border payments fintech serving over 2,000 financial institutions and corporate customers, said the transaction is expected to close in H1 2023 subject to regulatory approval; Raymond James acted as Ascendant's exclusive financial advisor.

Heffernan Financial Services Acquires Osland Financial Group

November 1, 2022

Financial Services

Heffernan Financial Services acquired Osland Financial Group of Scottsdale, Arizona, effective November 1, 2022. Michael Osland and his team of four employees joined Heffernan as part of the firm's expansion in the Southwest, adding the Osland office as Heffernan's second Arizona location.