Plutos Sama Acquires The Fisher Law Group (FLG)

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.

Modern Wealth Management Acquires Fiser Group; To Acquire Gardey Financial Advisors and LFM Wealth Management

December 10, 2024

Wealth Management

Modern Wealth Management has acquired Lenexa, Kansas-based Fiser Group and announced plans to complete asset purchases of Saginaw, Michigan-based Gardey Financial Advisors and Chapel Hill, North Carolina-based LFM Wealth Management, adding over $500 million in expected AUM. The transactions (asset purchases) bring small advisory teams into Modern Wealth's platform—enhancing its tax capabilities, expanding its Midwest and Southern footprints, and growing the firm's office network and client-facing resources.

LPL Financial Acquires Financial Resources Group Investment Services

November 3, 2022

Financial Services

LPL Financial Holdings Inc. entered into a definitive agreement to acquire Financial Resources Group Investment Services (FRGIS) in an equity purchase that included $140 million paid at closing plus additional earn-outs. FRGIS — a Fort Mill, South Carolina-based advisor and financial institution support business serving roughly $40 billion in assets across ~800 advisors and 85 financial institutions — will continue to operate independently and retain its brand and leadership following the transaction.

Achieve Partners Acquires Freedom Learning Group

August 5, 2021

Education

Achieve Partners has acquired Freedom Learning Group (FLG), an instructional design and online courseware provider that trains military spouses and veterans to develop online courses for colleges and corporate employers. Achieve said the purchase will accelerate FLG’s growth and expand its capabilities in next‑gen apprenticeship and courseware services for higher education and enterprise clients.

ZEDRA Acquires Fitzgerald & Law

September 14, 2020

Professional Services

ZEDRA has acquired Fitzgerald & Law (F&L), a London-based global expansion and corporate services adviser, together with the Global Expansion Advisory Network (GEA Network). The deal strengthens ZEDRA’s corporate services capability and London presence (adding F&L’s London team of 70+ and a Romania support team), while preserving F&L’s San Francisco office to support US West Coast business development.

Marcum LLP Acquires Federman, Lally & Remis LLC

January 1, 2024

Accounting & Tax

Marcum LLP has acquired Connecticut-based accounting firm Federman, Lally & Remis LLC (FLR), effective January 1, 2024. The deal adds five partners and twelve associates to Marcum, strengthening its New England presence and expanding tax and assurance capabilities, particularly in the Automotive and Food & Beverage sectors.