NorthRock Partners Adds Vantage Financial Partners

Peoples Bank (Peoples Bancorp) Acquires Vantage Financial

February 16, 2022

Financial Services

Peoples Bank, a wholly owned subsidiary of Peoples Bancorp Inc., acquired Vantage Financial for $54 million in cash and agreed to repay approximately $21 million of Vantage recourse debt; the deal closed in March 2022. Vantage will continue to operate under its name as a subsidiary, with the majority of its leadership staying in place while co-founder Bob Murphy retires.

Wavestone Acquires NewVantage Partners

January 25, 2022

Data & Analytics

Wavestone, the Paris-based IT and management consultancy, acquired data strategy firm NewVantage Partners in December 2021 to strengthen its data, AI and analytics advisory capabilities. The acquisition brings NewVantage's data strategy, governance and management expertise into Wavestone's broader digital transformation and IT advisory portfolio, expanding capabilities for enterprise clients.

EP Wealth Advisors Acquires Vantage Advisors, LLC

April 29, 2022

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired St. George, Utah-based Vantage Advisors, LLC, marking EP Wealth's first office in southern Utah. The deal adds Vantage's financial planning and tax-preparation capabilities and increases EP Wealth's AUM by $349 million; financial terms were not disclosed.

Stout Acquires Vantage Point Advisors

November 1, 2022

Accounting & Tax

Stout has acquired Vantage Point Advisors, Inc., a provider of business valuation and financial advisory services. The acquisition expands Stout's valuation capabilities—particularly in life sciences and technology—and strengthens its presence on the West Coast and in Texas.

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.

Crosslake Technologies Acquires Cybersecurity Advisory Firm VantagePoint

July 14, 2022

Cybersecurity

Crosslake Technologies, a portfolio company of Falfurrias Capital Partners, has acquired Austin-based cybersecurity advisory firm VantagePoint as an add-on to expand its cybersecurity practice. VantagePoint co-founders Danny Tijerina and Rohan Kotian will join Crosslake as managing directors; financial terms were not disclosed.