H.W. Kaufman Group Acquires Stonemark Inc.

Imperial PFS (IPFS) Acquires Stonemark, Inc.

April 2, 2024

Financial Services

Imperial PFS (IPFS), a family-owned premium finance and payments provider headquartered in Kansas City, Missouri, acquired Stonemark, Inc., a privately held premium finance organization, with the transaction closing on April 1, 2024. Stonemark's client base of over 4,000 agencies and its 48 associates will join IPFS; Colonnade Securities LLC acted as financial advisor to Stonemark.

MAI Capital Management Acquires WaterStone Investment Counsel

January 22, 2024

Wealth Management

MAI Capital Management has acquired WaterStone Investment Counsel, adding $144 million in client AUM and expanding MAI's Cincinnati footprint. WaterStone will adopt MAI's brand; founders Mark Roberts and Don Brosz will become Senior Wealth Advisors and gain access to MAI's broader capabilities such as tax and estate planning.

H.W. Kaufman Group Acquires Noremac Marketing Group

August 3, 2021

Manufacturing

H.W. Kaufman Group acquired Noremac Marketing Group, a Burlington, Ontario-based producer of promotional products and corporate apparel; the transaction closed on August 3, 2021. Generational Equity advised Noremac on the sale; Noremac's leadership will remain in place while H.W. Kaufman will integrate Noremac's supplier relationships and expand promotional capabilities and U.S. operations.

Inframark Acquires Cornerstone Properties, Inc.

January 9, 2025

Real Estate

Inframark has acquired Cornerstone Properties, Inc., a Phoenix-based community and HOA management firm, to expand its community management presence in the Arizona market. Cornerstone's leadership, including President Mike Roberson, will remain in place as Inframark integrates the business to bolster its regional service capabilities.

Cairngorm Capital Partners Acquires Grant & Stone

November 18, 2019

Building Products

Cairngorm Capital Partners has acquired Grant & Stone Limited, a High Wycombe–based independent builders' merchant, and its ecommerce subsidiary Trading Depot UK Limited from the founding shareholders. The private equity firm will support management with capital and strategic guidance to expand the business via new branches and add-on acquisitions across the Thames Valley.

Commerce Bancshares Acquires FineMark Holdings

January 1, 2026

Financial Services

Commerce Bancshares, Inc. (Commerce) has completed its acquisition of FineMark Holdings, Inc., the parent of FineMark National Bank & Trust. FineMark will operate as FineMark Bank & Trust, a division of Commerce Bank, expanding Commerce’s private banking and wealth management capabilities and adding locations in Florida, Arizona and South Carolina.