SolomonEdwards Acquires CFO's Domain

SolomonEdwards Acquires Steele Consulting

December 3, 2024

Accounting & Tax

SolomonEdwards has acquired Steele Consulting, a national tax advisory firm founded by Jay Steele, to expand its accounting and finance operations practice. The deal brings Steele’s tax expertise and its employees into SolomonEdwards’ platform (which is backed by Renovus Capital Partners) to broaden the firm’s tax support across state, local, federal and international jurisdictions.

SolomonEdwards Acquires OpenGate Consulting

February 1, 2023

Consulting

SolomonEdwards, a Renovus Capital Partners–backed professional services firm, has acquired OpenGate Consulting, a Salesforce-focused business and technology consultancy. The acquisition expands SolomonEdwards' technology and Salesforce capabilities to better serve its financial services and healthcare clients as part of an aggressive growth and acquisition strategy.

SolomonEdwards Acquires Dominion Advisory Group

November 18, 2024

Professional Services

SolomonEdwards, a Renovus Capital Partners-backed professional services firm, has acquired Dominion Advisory Group (DAG), a U.S.-based anti-money laundering (AML) advisory and financial crime consulting firm. DAG founders Jon Glass and Pete Balint will join SolomonEdwards as partners, all DAG employees will be retained, and the acquisition expands SolomonEdwards' AML and financial crime capabilities as part of its national growth strategy; terms were not disclosed.

E78 Partners Acquires The CFO Suite

April 4, 2022

Professional Services

E78 Partners has acquired The CFO Suite, a Texas-based provider of interim, project and direct-hire financial executives, effective March 31, 2022; terms were not disclosed. The deal expands E78's finance- and accounting-related services for private equity firms, portfolio companies and corporate clients by adding The CFO Suite's interim staffing capabilities.

Broadtree Partners Acquires The CFO Project

December 17, 2025

Education

Broadtree Partners, a lower middle market private equity firm based in Charlotte, has acquired The CFO Project, a membership-based education and mentorship platform for accountants, CPAs and bookkeepers. The deal—supported by Salem Investment Partners—will position The CFO Project to scale its digital Certified CFO program and community of 500+ members under new CEO Dyanna Salcedo.

SS&C Technologies Acquires Complete Financial Ops (CFO Fund Services)

December 5, 2022

Financial Services

SS&C Technologies Holdings, Inc. has acquired Complete Financial Ops, Inc. (CFO Fund Services), a Colorado-based fund administration firm. The all-cash transaction (terms undisclosed) adds 25 clients and eight employees to SS&C and expands its fund administration capabilities—particularly for venture capital and family office funds—while extending SS&C's servicing footprint in the Denver region.