WTW Acquires Global Commercial Credit and ProfitGuard

WTW Acquires Butterwire

July 12, 2022

Data & Analytics

WTW (NASDAQ: WTW) has acquired Butterwire, a Glasgow-based FinTech provider of data analytics, AI and machine-learning platforms, to bolster WTW's climate risk analytics and integrate the team into its Climate and Resilience Hub. The acquisition brings Butterwire's research, data science and engineering capabilities together with WTW's Climate Transition Value at Risk methodology and STOXX Climate Transition Indices support.

World Insurance Associates Acquires TW Group, Inc.

January 4, 2024

Insurance

World Insurance Associates LLC acquired the business of TW Group, Inc., an independent insurance agency based in Westmont, Illinois, effective December 31, 2023. The acquisition expands World’s national footprint and adds TWG’s team of experienced insurance professionals across personal, business, life and health lines; terms were not disclosed.

Cogency Global Acquires Tax Guard from Falfurrias Capital Partners

September 19, 2023

Accounting & Tax

New York-based Cogency Global Inc., backed by Bertram Capital, has acquired Westminster, Colorado-based Tax Guard, LLC from Falfurrias Capital Partners. The deal expands Cogency Global's tax risk assessment and compliance capabilities for lenders and other financial-services clients; terms were not disclosed and Raymond James served as Tax Guard's financial advisor.

Genesis Credit Acquires Tidewater Credit

April 28, 2020

Financial Services

Genesis Credit, a brand of Genesis Financial Solutions, has acquired Tidewater Credit (TWC) and its private-label merchant relationships. The acquisition consolidates Genesis Credit's position in near-prime/private-label second-look consumer financing and will migrate TWC’s retail partnerships to GFS platforms; terms were not disclosed and TWC’s CEO Nathan Benson will remain as a short-term consultant during the transition.

Hub International Acquires Global Credit Risk Management Inc.

June 3, 2021

Insurance

Hub International Limited acquired Ontario-based Global Credit Risk Management Inc. (GCRM). The acquisition expands Hub’s specialty capabilities in accounts receivable and political risk insurance and brings GCRM’s principals and team into Hub Ontario to strengthen the firm’s Financial Institutions and specialty practices.

CAPTRUST Onboards Wealth Covenant Group (Houston)

January 10, 2025

Financial Services

CAPTRUST Financial Advisors announced that Wealth Covenant Group (WCG), a Houston-based wealth advisory firm, has joined CAPTRUST and will adopt the CAPTRUST brand. WCG brings three employees and approximately $300 million in client assets, expanding CAPTRUST's presence in the Houston/Texas market.