IEQ Capital Acquires EPIQ Capital Group to Combine Wealth Advisory and Multi-Family Office

Stone Point Capital Makes Minority Growth Investment in IEQ Capital

January 19, 2023

Financial Services

Stone Point Capital made a minority growth investment in IEQ Capital to support the wealth management firm's continued organic growth, technology and infrastructure investments, and national expansion. The partnership deepens an existing lending relationship and is intended to accelerate IEQ's platform and family office service offerings.

Wealth Enhancement Group Acquires Equius Partners, Inc.

March 29, 2023

Wealth Management

Wealth Enhancement Group has acquired Equius Partners, Inc., a Novato, California-based independent RIA that manages more than $1 billion in client assets. The deal expands Wealth Enhancement Group’s West Coast presence, adding Equius’ team of seven advisors and five support staff and increasing its footprint in Northern California.

IQ-EQ Acquires Gordian Capital

July 22, 2025

Financial Services

IQ-EQ, the Astorg-backed investor services group, has acquired Gordian Capital, a leading Asia-focused cross-border fund platform. The deal brings Gordian's institutional fund platform capabilities and regional teams into IQ-EQ's global investor services network, strengthening its presence across Asia Pacific and supporting planned Middle East expansion.

Epiq Acquires Hyperion Global Partners

November 12, 2020

Consulting

Epiq has acquired Hyperion Global Partners, a business and technology advisory practice focused on legal operations and transformation, including its analyst unit Hyperion Research. The deal expands Epiq's legal transformation services and brings Hyperion's founder and CEO, Eyal Iffergan, into Epiq as Managing Director of its new legal operations advisory business.

IQ-EQ Acquires JGM Fund Services

September 7, 2022

Financial Services

IQ-EQ, an Astorg‑backed global investor services group, has acquired JGM Fund Services, a U.S. provider of fund administration and tax services focused on real estate and private equity managers. The deal expands IQ‑EQ’s U.S. footprint and capabilities, growing its U.S. workforce and reinforcing its position in the alternative fund services market.

IQ-EQ Acquires Greyline Partners

November 17, 2021

Professional Services

IQ-EQ, the investor services group, has acquired Greyline Partners, a U.S.-based governance and regulatory compliance provider. The deal expands IQ-EQ's U.S. capabilities and footprint—Greyline brings ~56 employees across six offices and complementary outsourced compliance, middle-office and finance services to IQ-EQ's alternative-asset client base.