Monarch acquires MBI (formerly HMBradley) to accelerate personal finance growth

Higginbotham Teams Up With Monarch Solutions to Expand High-Net-Worth Client Services

February 26, 2026

Financial Services

Higginbotham has teamed up with Monarch Solutions Inc. to expand specialized high-net-worth client services focused on insurance-related strategies for tax savings and estate liquidity. Monarch founder Kevin Klaas will join Higginbotham as a Managing Director, while Monarch’s operations manager Ann Marie Coyle continues to lead the team from Monarch’s field office.

TriWest Capital Partners Acquires Majority Interest in Monarch Industries

September 30, 2022

Manufacturing

TriWest Capital Partners, alongside BDC Capital's Growth Equity Partners, BMO Capital Partners and Export Development Canada, has acquired a majority interest in Monarch Industries, a Winnipeg-based manufacturer of hydraulic cylinders and custom iron castings. The transaction marks an exit for Merit Capital Partners and is intended to support Monarch's next stage of growth across North American markets serving agriculture, construction and industrial OEM customers.

Players Health Acquires Monarch Management

September 15, 2022

Insurance

Players Health announced the asset acquisition of Monarch Management, a San Antonio-based managing general agent specializing in student accident and special risk insurance for K–12 sports and school activities. The deal expands Players Health's insurance and athlete-safety product capabilities and extends its protection to schools and school-sponsored activities.

Venn Growth Partners and BDC Capital Acquire Monarch House Ltd.

January 31, 2022

Healthcare Services

Venn Growth Partners and BDC Capital acquired Monarch House Ltd., a Canadian network of interdisciplinary behavioural health centres focused on children and youth with autism spectrum disorder, in a carve-out from CBI Health. The partnership establishes Monarch House as an independent, Canadian-owned company with plans to expand its network through new site development and selective acquisitions to serve more families nationwide.

MAI Capital Management Acquires Monarch Business & Wealth Management (and Regal Wealth Management)

December 17, 2021

Financial Services

MAI Capital Management acquired New York–based Monarch Business & Wealth Management, LLC and its strategic partner Regal Wealth Management, LLC, expanding MAI’s nationwide footprint and adding experienced financial planning and investment teams to its Sports & Entertainment Division. The deal, which closed Dec. 17, 2021, will increase MAI’s assets under management by over $163 million; financial terms were not disclosed.

ESW Holdings Acquires MBI Solutions

June 1, 2018

IT Services

ESW Holdings, a portfolio company of ESW Capital, has acquired MBI Solutions, LLC, a Mount Laurel, New Jersey-based provider of infrastructure optimization, big data implementation and managed services. The acquisition expands ESW's enterprise software portfolio by adding managed services, capacity planning and big-data capabilities; terms were not disclosed.