PGIM (Prudential Financial) Agrees to Acquire Montana Capital Partners

Mission Critical Partners Acquires MTG Management Consultants

February 16, 2021

Government & Public Sector

Mission Critical Partners (MCP) has acquired Seattle-based MTG Management Consultants, a provider of strategy, management and IT integration services to state and local government agencies. The deal strengthens MCP’s data-integration, IT and cybersecurity capabilities for the public-safety and justice sectors and expands its client base across the U.S. and into Canada.

iM Global Partner Acquires Litman Gregory

March 9, 2021

Financial Services

iM Global Partner entered into a definitive agreement to acquire Litman Gregory, a San Francisco Bay Area wealth and asset management boutique overseeing roughly $6.2 billion in assets, with regulatory approval expected in Q2 2021. Rosemont Partners III, LP agreed to sell its minority equity interest as part of the transaction; iM Global Partner plans to operate Litman Gregory as a separate business unit to preserve its independence and client relationships.

MCM Capital Partners Acquires AIM Processing

January 9, 2024

Manufacturing

MCM Capital Partners, a micro‑cap private equity firm based in Cleveland, Ohio, has acquired AIM Processing, a custom plastic injection molder headquartered in Longmont, Colorado. AIM's president Jon Gelston retained a significant equity stake and MCM said it will augment AIM's technical molding and automation capabilities with strategic sales and marketing to drive growth; the deal is the second platform investment in MCM Capital Partners IV, L.P.

PGIM Investments to Acquire Green Harvest Asset Management

October 19, 2021

Financial Services

PGIM Investments entered into an agreement to acquire Green Harvest Asset Management LLC, an SMA platform offering customized direct indexing solutions for high-net-worth investors. The deal is expected to close in the fourth quarter of 2021, subject to customary closing conditions, and Green Harvest will join PGIM Investments’ retail platform.

Mercer Advisors Acquires Financial Partners Group (Gallatin, TN)

February 19, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Financial Partners Group (FPG), an investment advisory and financial planning firm based in Gallatin, Tennessee that manages $660 million in client assets. The deal expands Mercer’s presence in the Nashville metro area and brings FPG’s family-office and retirement-planning capabilities into Mercer’s national RIA platform.

Insignia Capital Group Makes Equity Investment in Market Performance Group

January 28, 2021

Marketing & Advertising

Insignia Capital Group completed an equity investment in Market Performance Group (MPG), a Princeton Junction-based omnichannel commerce and sales strategy provider for CPG brands. The investment will fund MPG’s organic growth and support acquisition-driven expansion while the existing leadership team remains in place to continue operations.