Abry Partners Makes Growth Investment in Burgess Hodgson

Abry Partners Invests in CCS Fundraising

May 20, 2022

Consulting

Abry Partners has made a growth investment in CCS Fundraising to accelerate the firm's expansion, invest in technology and data analytics, and support talent and service capability growth. Terms were not disclosed; CCS will leverage the partnership to pursue new markets and strengthen its professional services for nonprofit clients.

Abry Partners Invests in Socius Insurance Services

July 1, 2021

Insurance

Abry Partners has made a significant growth investment in Socius Insurance Services, partnering with CEO and co-founder Patrick Hanley and the company's senior management. Socius will use the proceeds to accelerate its growth plan, pursue acquisitions to build national footprint and expand product offerings across management liability, cyber and property & casualty lines while Hanley remains CEO.

Summit Partners Makes Growth Investment in UHY

December 3, 2024

Accounting & Tax

Summit Partners has made a strategic growth investment in UHY, providing the accounting and advisory firm with its first institutional capital to support continued expansion of its team, technology, and acquisition-driven growth. The capital will be used to accelerate organic growth, deepen client relationships, and expand UHY’s service capabilities across its U.S. network.

HUB International Acquires Assets of IBG Financial Partners

April 15, 2021

Financial Services

HUB International Limited acquired the assets of IBG Financial Partners, LLC, a Foxborough, Massachusetts-based retirement plan consulting team. The IBG team will join Hub Retirement and Private Wealth in New England, strengthening HUB’s retirement and wealth management capabilities; financial terms were not disclosed.

Odgers Acquires Ridgeway Partners LLC

January 29, 2026

Professional Services

Odgers (Odgers Berndtson) has acquired Ridgeway Partners LLC, a U.S.-based executive search firm focused on financial services and board advisory. The acquisition strengthens Odgers' Global Financial Services and Board Advisory practices and expands its U.S. capabilities and reach into major financial centers.

August Equity Makes Significant Investment in Anderson Anderson & Brown (AAB)

October 25, 2021

Accounting & Tax

August Equity has made a significant investment in Anderson Anderson & Brown (AAB) to accelerate the firm's growth, expand its regional UK footprint, and fund further technology investment and M&A activity. The capital will support hiring, tech investment and AAB's plans to scale its accountancy and business services platform across the UK.