Millennium Trust Acquires Accruit Holdings

Abry Partners Makes Significant Investment in Millennium Trust

January 4, 2019

Wealth Management

Abry Partners has signed a definitive agreement to make a significant investment in Millennium Trust Company, a technology‑enabled provider of retirement and custody services headquartered in Oak Brook, Illinois. Parthenon Capital Partners will sell a controlling stake to Abry but will retain a minority ownership and remain on Millennium Trust’s board; the transaction is subject to customary conditions and regulatory approvals, including approval from the Illinois Department of Financial and Professional Regulation.

Xceedance Acquires Millennium Information Services

September 27, 2024

Data & Analytics

Xceedance has acquired Millennium Information Services, a leading U.S. property inspection and data analytics provider, adding nearly 200 team members and a nationwide contractor network of more than 1,300 inspectors. The deal strengthens Xceedance's underwriting support and analytics capabilities—accelerating its expansion in personal lines and enabling broader inspection- and data-driven services for carriers and MGAs via Millennium's MAPS platform.

Unite Digital Acquires Millennium Communications

June 16, 2022

Marketing & Advertising

Unite Digital has acquired Millennium Communications, a Syosset, New York-based digital marketing and advertising agency. Millennium founders Pat and Theresa Macri will retire after a transition period; transaction terms were not disclosed and Unite Digital positions Millennium as a cornerstone for its agency platform.

CrestPeak Acquires Millennium Health and Fitness

December 12, 2023

Healthcare Services

CrestPeak, a Boathouse Capital‑sponsored company, has acquired Millennium Health and Fitness. The deal places Millennium under new executive leadership and aims to expand the company's footprint in population health management, human performance and health & wellness services for corporate and government clients.

SS&C Technologies Acquires Millennium Consulting Services and Millennium Seminar Services

December 16, 2020

Consulting

SS&C Technologies has agreed to acquire Raleigh, North Carolina-based Millennium Consulting Services and Millennium Seminar Services to expand its insurance-focused consulting and training offerings. The deal adds 13 employees and brings regulatory consulting, statutory outsourcing and insurance accounting training capabilities into SS&C's insurance services lineup.

BV Investment Partners Acquires Majority Stake in The Millennium Alliance

August 6, 2025

Marketing & Advertising

BV Investment Partners has made a majority investment in The Millennium Alliance, a New York–headquartered peer-to-peer sales enablement platform that hosts curated C-suite assemblies, dinners and operates digital properties including the Millennium Live podcast. Stellus Capital Management provided unitranche financing and an equity co-investment to support the transaction; BV will work with the Millennium management team to accelerate growth, expand digital and data capabilities, and scale the executive events platform.