Arax Investment Partners Acquires SRS Capital Advisors

Arax Investment Partners Acquires Schechter Investment Advisors

May 31, 2025

Wealth Management

Arax Investment Partners, a RedBird-backed wealth management platform, has acquired Schechter Investment Advisors (SIA), the RIA arm of Schechter based in Birmingham, Michigan. SIA manages approximately $4.0 billion in assets and will integrate into the Arax platform while Schechter's Advanced Design Life Insurance business remains a separate entity.

Arax Investment Partners Acquires Summit Wealth Strategies

August 5, 2025

Wealth Management

Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.

Arax Investment Partners Adds U.S. Capital Wealth Advisors to Platform

April 11, 2024

Wealth Management

Arax Investment Partners, a RedBird Capital Partners-backed wealth management platform, has added U.S. Capital Wealth Advisors (USCWA), a Houston-based hybrid wealth management firm managing about $9 billion in AUM and ~62 advisors, to its multi-boutique platform. The deal expands Arax's scale and capabilities in Texas and nationally, while USCWA will retain its branding and advisor-facing operations as part of the Arax network.

Arax Investment Partners Acquires Cedrus Financial

January 27, 2025

Financial Services

Arax Investment Partners, a RedBird-backed wealth management platform, has acquired Cedrus Financial, a Littleton, Colorado-based RIA managing about $1 billion in AUM. Cedrus will operate within Arax’s Advisory Partners coalition to access operational synergies, technology, and scale to support growth; financial terms were not disclosed.

Integrum Invests in Strategic Risk Solutions

February 27, 2023

Financial Services

Integrum has made a strategic investment in Strategic Risk Solutions (SRS), the world's largest independent insurance company manager, to support SRS's geographic expansion, service offering growth, and pursuit of strategic acquisitions and partnerships. SRS's CEO Brady Young and the current management team will remain in place; the transaction is subject to customary closing conditions and regulatory approvals.

DC Capital Partners Invests in Revenue Solutions, Inc.

July 8, 2020

Government & Public Sector

An affiliate of private equity firm DC Capital Partners made a strategic investment in Revenue Solutions, Inc. (RSI), a provider of tax, labor, and compliance software for federal, state and local government agencies. RSI will remain headquartered in Pembroke, Massachusetts, the management team will retain a meaningful equity stake, and DC Capital intends to grow RSI as a platform for government services and solutions.