Morrow Sodali Acquires Gryphon Advisors

Gryphin Advantage Acquires Quebec MGA Groupe Financier Boulos

August 4, 2026

Financial Services

Gryphin Advantage, an Ontario-based MGA, has acquired Quebec MGA Groupe Financier Boulos. The deal expands Gryphin’s reach into Quebec and is intended to help Boulos advisors benefit from Gryphin’s technology, compliance, and advisor development resources, while Boulos continues operating under its own name in the short term.

Savant Wealth Management Acquires Gryphon Advisors

September 30, 2025

Financial Services

Savant Wealth Management, a fee-only RIA headquartered in Rockford, Illinois, acquired Evanston-based Gryphon Advisors, a fee-only RIA with approximately $557 million in AUM. The deal closed Sept. 30, 2025; Gryphon’s seven employees transitioned to Savant, and the firm’s three principals joined as member-owners, expanding Savant’s Chicagoland presence and adding tax capabilities.

Morrow Sodali Acquires HXE Partners

August 3, 2023

Consulting

Morrow Sodali has acquired HXE Partners, an ESG strategy and implementation advisory firm, to expand its ESG practice and deepen climate-related capabilities. HXE Partners' founder Harry Etra will join Morrow Sodali as Managing Director; financial terms were not disclosed.

Morrow Sodali Acquires FrameworkESG

March 1, 2023

Consulting

Morrow Sodali acquired FrameworkESG, a specialty ESG consulting firm, to strengthen its ESG and governance advisory capabilities. The deal brings FrameworkESG's founders and senior leaders into Morrow Sodali's ESG Advisory practice to expand services and meet growing client demand; terms were not disclosed.

TPG Growth Acquires Majority Stake in Morrow Sodali

April 26, 2022

Consulting

TPG Growth has acquired a majority stake in Morrow Sodali, the global shareholder engagement and governance advisory firm, with Granite Creek Capital Partners retaining a minority position. The investment is intended to accelerate Morrow Sodali’s global growth, expand its services and M&A capabilities, and support continued investments in ESG, governance, and shareholder engagement offerings.

Gryphon Strategies Acquires Cowley Advisory Group

October 13, 2020

Professional Services

Gryphon Strategies has acquired Los Angeles-based Cowley Advisory Group to expand its West Coast presence and broaden its investigations, litigation support and business intelligence capabilities. Tom Cowley will remain as a Senior Advisor for one year and then join Gryphon's Advisory Board, while Nicole Moss will join Gryphon as a Partner in the litigation support and investigations practice.