Parthenon Capital Acquires Majority Stake in Titan Wealth

Momentum Life Sciences Receives Strategic Growth Investment From Parthenon Capital

July 2, 2026

Healthcare Services

Momentum Life Sciences announced a strategic growth investment from Parthenon Capital. Financial terms were not disclosed, and Momentum’s existing leadership team will continue as significant shareholders. The investment is intended to accelerate Momentum’s commercialization growth strategy and pursue additional strategic acquisitions.

Parthenon Capital Invests in AArete

June 24, 2025

Consulting

Parthenon Capital has made a strategic growth investment in AArete, a Chicago-based management and technology consulting firm specializing in profitability improvement and digital transformation for healthcare payers, financial services and the public sector. The capital will be used to accelerate growth initiatives, broaden AArete’s service offerings, and support acquisitions while existing employees and leaders remain significant shareholders.

Hale Capital Partners Acquires Majority Stake in Athenium

November 6, 2024

Software

Hale Capital Partners, a New York-based growth private equity firm, led a cooperative recapitalization to acquire a majority stake in Athenium, a Dover, New Hampshire provider of risk and quality management software. The investment brings in Jim Greenwell as CEO and will support product development, AI/analytics capabilities and expansion into new verticals including insurance, financial services and government.

Parthenon Capital Acquires RSM US Wealth Management Practice and Renames It Choreo

February 22, 2022

Financial Services

Parthenon Capital, together with Choreo management and advisors, acquired RSM US Wealth Management LLC from RSM US LLP and renamed the business Choreo, LLC. The deal was designed to preserve the client-first, planning-centric approach while funding additional investment in people, technology, recruiting, and growth through organic expansion and acquisitions.

Parthenon Capital Makes Additional Investment in CardWorks, Inc.

February 15, 2022

Payments & Fintech

Parthenon Capital has made an additional investment in CardWorks, Inc., the parent of CardWorks Servicing, Merrick Bank and Carson Smithfield; terms were not disclosed. As part of the transaction Parthenon co-CEO Brian Golson will join CardWorks' Board of Directors, and the firm said the capital will support continued growth of the company's consumer lending, payments and servicing businesses.

Titan Wealth Acquires Global Prime Partners and Tavistock Wealth with backing from Maven UK Regional Buyout Fund

June 23, 2021

Wealth Management

Titan Wealth, backed by the Maven UK Regional Buyout Fund (Maven Capital Partners), has acquired Global Prime Partners (GPP) and Tavistock Wealth. The deals—subject to regulatory approval—add custody, execution and discretionary fund management capabilities and will give Titan about £3 billion of assets under management across its platforms.