The Colony Group Adds GYL Financial Synergies

SeaFort Capital Acquires Majority Stake in GHY International

January 15, 2025

Logistics & Distribution

SeaFort Capital has made a majority investment in GHY International, a Winnipeg-headquartered customs brokerage and trade compliance services provider, with Winnipeg-based Jessiman Family Investments joining as a co-investor. GHY's Co-CEO Richard Riess will retain significant equity, the existing senior executive team will remain in place, and the company plans to pursue organic growth and acquisitions supported by SeaFort and new financing from Bank of Montreal.

Brown & Brown (via Hull & Company) Acquires The Colonial Group and Colonial Premium Finance Company

March 12, 2020

Insurance

Hull & Company, LLC, a subsidiary of Brown & Brown, Inc., has acquired substantially all assets of The Colonial Group, Inc. and all issued and outstanding shares of its affiliate Colonial Premium Finance Company. The Colonial Group — a Greensboro, North Carolina-based managing general agency specializing in housing, recreational and specialty property & casualty insurance and premium financing — will continue operating as a stand-alone office within Brown & Brown's Wholesale Brokerage Segment.

Gyrus Capital Acquires 40% Stake in Consulcesi Group

December 1, 2022

Healthcare Services

Funds advised by Gyrus Capital have acquired a 40% stake in Consulcesi Group, with founder Massimo Tortorella and management remaining involved. The investment will support Consulcesi's international expansion and M&A-driven growth to build a pan‑European digital healthcare platform and target doubling revenue to over €120 million by 2025.

Foreside Financial Group Acquires JG Advisory Services LLC

March 9, 2021

Professional Services

Foreside Financial Group, a PE-backed provider of compliance and regulatory solutions, acquired the regulatory compliance business of JG Advisory Services LLC. The deal brings JG Advisory founder Judy Gross and her colleagues into Foreside to bolster the firm's compliance offerings for hedge funds, private equity and emerging managers; financial terms were not disclosed.

Wealth Enhancement Group Acquires JOYN Advisors

February 21, 2020

Wealth Management

Wealth Enhancement Group, a Greater Minneapolis-based independent wealth management firm overseeing about $17 billion in client assets, announced the acquisition of JOYN Advisors, Inc., an Atlanta-based registered investment adviser with roughly $1.3 billion in client assets and 35 employees. The deal (financial terms undisclosed) marks Wealth Enhancement Group's first office in the Atlanta area and is expected to close by April 1, 2020.

EP Wealth Advisors Acquires Gather Financial Planning and Riley Private Client

November 4, 2024

Financial Services

EP Wealth Advisors has acquired Gather Financial Planning (Maine) and Riley Private Client, LLC (Texas), adding more than $240 million in assets under management to the EP platform. The transactions are add-on acquisitions that expand EP Wealth's regional presence in Northern New England and North Texas and bring small advisor teams into the PE-backed RIA's national footprint.