Kavaliro Acquires The Oakleaf Group’s FinTech Consulting Practice

Mesirow to Acquire LeafHouse Financial Advisors to Expand Fiduciary Solutions Platform

May 4, 2026

Financial Services

Mesirow has entered into an agreement to acquire LeafHouse Financial Advisors, a division of LeafHouse Financial Group, to expand Mesirow Fiduciary Solutions. The combined platform is expected to oversee approximately $138 billion in assets under management and advisement after closing, targeted for Q3 2026.

Accordion Acquires Kavaliro's Salesforce Consulting Division

March 10, 2025

IT Services

Accordion, a financial consulting firm focused on private equity, has acquired the Salesforce consulting division of Kavaliro. The divestiture allows Kavaliro to streamline operations and concentrate on its Workforce Solutions and Federal Defense businesses.

Avantax Adds S&P Financial Services and Noble Oak Financial Advisor Teams

July 31, 2024

Financial Services

Avantax (a community within Cetera Holdings) announced it has onboarded two advisory teams: S&P Financial Services (John Surace and Kelly Powers) from Osaic, bringing about $150 million in client assets, and Noble Oak Financial (Josh Linton, Mike Koltz and Danielle Boutwell) from LPL Financial, bringing about $300 million in client assets. The hires expand Avantax’s tax-focused wealth-management capabilities and overall assets under administration while positioning the firm to grow advisor headcount and client relationships in Long Island, New York and the Augusta, Georgia area.

Houlihan Lokey Acquires Oakley Advisory

November 14, 2022

Consulting

Houlihan Lokey has agreed to acquire Oakley Advisory, a London-based independent advisory firm focused on digital infrastructure, communications services, and cloud. The deal brings Oakley’s partners and approximately 14 financial professionals into Houlihan Lokey’s Global Technology Group to expand the firm’s digital infrastructure coverage and European advisory capabilities.

White Oak Global Advisors Acquires Finacity Corporation

September 21, 2021

Financial Services

White Oak Global Advisors has acquired Finacity Corporation, a leading global provider of trade finance and receivables securitization solutions. Finacity will operate as a standalone business (to be rebranded White Oak Finacity) with CEO Adrian Katz remaining in place and as a substantive equity holder as White Oak integrates Finacity's capabilities into its asset-based lending platform.

Oakley Capital Acquires PRIMAVERA and Creates Grupo Primavera with Ekon

June 22, 2021

Software

Oakley Capital Private Equity III has agreed to acquire PRIMAVERA Business Software Solutions, the Portuguese leader in ERP and business management software, from founders José Dionísio and Jorge Batista. The business will be combined with Oakley’s existing portfolio company Ekon and recent bolt-ons to form Grupo Primavera, a leading independent Iberian SME software platform focused on accelerating SaaS adoption.