NorthRock Partners Acquires Tony Pondel Advisory Practice

NorthRock Partners Onboards Martin & Associates ($500M AUM)

January 29, 2026

Wealth Management

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.

Arlington Capital Partners Acquires Pond & Company

January 15, 2026

Engineering Services

Arlington Capital Partners has acquired Pond & Company, a full-service design and engineering firm that supports federal government and private clients across energy, infrastructure and life sciences. The deal is Arlington's first platform investment from its oversubscribed $6 billion Fund VII; Pond is headquartered in Peachtree Corners, Georgia and employs more than 850 professionals across 21 offices. DC Capital Partners, which held a majority stake since 2019, sold the business.

True North Advisors Acquires Clear Rock Advisors

September 17, 2024

Financial Services

True North Advisors, a Dallas-based registered investment adviser with $3.9 billion AUM, has acquired Clear Rock Advisors, a Texas wealth management firm managing approximately $470 million in AUM with offices in Dallas, Austin and Kerrville. The acquisition — True North’s first since entering a strategic growth partnership with Wealth Partners Capital Group and HGGC’s Aspire platform — expands True North’s presence in the Texas market and adds Clear Rock’s private-investor-focused client base.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.

Fortress Brand Acquires Taylor & Pond

June 1, 2022

Marketing & Advertising

Fortress Brand, a New York–based digital marketplace accelerator, has acquired Taylor & Pond, a San Diego–based 360° digital marketing agency focused on beauty, health, and wellness. The deal expands Fortress Brand's creative and demand-generation capabilities and deepens its expertise in beauty and wellness, enabling integrated marketplace, performance, and analytics services across its platform.