Exonas Capital Invests in VFG Advisory LLC

CIVC Partners Invests in iVision

August 18, 2020

IT Services

CIVC Partners has made a growth investment in iVision, an Atlanta-based managed services and technology consulting provider, partnering with founder Gabe Damiani, President David Degitz and the existing management team. The investment will support iVision’s continued organic growth and enable the company to pursue strategic acquisitions while management retains a meaningful ownership stake.

Vanda Acquires Exante Data to Build Expanded Macro Analytics Platform

January 8, 2026

Data & Analytics

Vanda has acquired all outstanding capital stock of Exante Data Inc., merging Exante into Vanda to create a combined macro analytics and data platform. Financial terms were not disclosed; financing support was provided by FPE Capital and Santander, and Exante founder Jens Nordvig will become President of the combined company and join the board as Vanda accelerates development of its "Vanda Analytics" product and AI-driven solutions.

Long Ridge Equity Partners Leads Growth Investment in RFG Advisory

August 2, 2023

Wealth Management

Long Ridge Equity Partners led a growth capital investment in RFG Advisory, a turn-key platform for independent financial advisors that supports more than 100 advisors and oversees over $4 billion in assets. The investment will fund enhancements to RFG’s technology and go-to-market capabilities and support executive team expansion; Andrew Cedar and Doug Nelson will join the Board of Managers.

Summit Financial and Merchant Investment Management Acquire Stake in Genex Consulting

February 10, 2025

Wealth Management

Summit Financial, in collaboration with Merchant Investment Management, has acquired a minority stake in Genex Consulting, a $700 million multi-family office based in Kirkwood, Missouri. The investment gives Genex access to Summit’s advisor platform and resources (in-house attorneys, tax specialists, financial planners and investment strategists) to scale and expand its wealth management services while maintaining its independent, high-touch model.

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.

Vestar Capital Partners Invests Growth Capital in Nox Health

November 30, 2022

Healthcare Services

Vestar Capital Partners has made a strategic growth investment in Nox Health to accelerate development of the company's sleep diagnostic technology and expand adoption of its value-based sleep management solutions among employers and health plans. Financial terms were not disclosed; the investment will support product and service development and broader market expansion.