Patient Advocate Foundation and PAN Foundation Announce Strategic Merger

Foundation Source Acquires Pacific Foundation Services

June 4, 2025

Professional Services

Foundation Source, the Fairfield, Connecticut-based provider of philanthropic software and services, has acquired San Francisco-based Pacific Foundation Services (PFS). The add-on expands Foundation Source's capabilities in foundation management, increases charitable assets under administration to nearly $40 billion, and brings PFS's team and leadership (CEO Charles R. Casey) into Foundation Source; the transaction was completed on June 4, 2025 with terms undisclosed.

Strateva Healthcare Acquires Meridian Health Partners

December 18, 2025

Healthcare Services

Strateva Healthcare, a New York–based healthcare services platform, completed the acquisition of Meridian Health Partners and its subsidiaries on December 18, 2025. The deal (cash and equity consideration; terms undisclosed) consolidates governance, operations and technology to scale Meridian’s multi-site clinical operations across Florida’s west coast while founders Adil Nasir and Natalie Macdonald remain in leadership roles.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

Flexpoint Ford and TA Associates Back Combination of Public Trust Advisors and the PMA Companies to Form PTMA Financial Solutions

March 26, 2025

Financial Services

Private equity firms Flexpoint Ford and TA Associates have backed the combination of Public Trust Advisors, LLC and the PMA Companies to create a new integrated financial services firm, PTMA Financial Solutions. The combined organization, led by CEO Todd Alton with Executive Chairman Jim Davis, serves over 12,000 local governments and public entities across the United States and employs more than 270 people; terms were not disclosed.

Olympus Partners Acquires PAI Pharma

February 24, 2025

Pharmaceuticals

Olympus Partners has acquired PAI Pharma, a leading U.S. developer, manufacturer and distributor of generic oral liquid medicines. The platform was previously owned by Enhanced Healthcare Partners and Bourne Partners Strategic Capital; terms were not disclosed and Monroe Capital provided senior financing for the deal.

ADVI Health Acquires Partnership for Health Analytic Research (PHAR)

August 23, 2024

Healthcare Services

ADVI Health has acquired Partnership for Health Analytic Research (PHAR), a global HTA and HEOR consultancy with roughly 20 years of experience delivering real-world evidence, patient registries, and value strategy research for biopharma clients. The acquisition expands ADVI’s Strategic Analytics, Value and Economics (SAVEs) capabilities—bringing PHAR’s HEOR and implementation science expertise into ADVI’s market access and commercialization services.