PartnerHero Acquires Summatti

Sia Partners Acquires Summus Group

October 5, 2021

Consulting

Sia Partners, an international management and AI consulting firm, has acquired Summus Group, a U.S.-based management consulting firm specializing in business and technology transformation for the financial industry. The deal adds ~80 consultants and strengthens Sia Partners' East Coast presence—notably Charlotte and Atlanta—while expanding its fintech and banking capabilities in the U.S.

MBO Partners Acquires MindSumo, Inc.

September 29, 2020

Marketing & Advertising

MBO Partners has acquired MindSumo, an open innovation and crowdsourcing platform based in Durham, North Carolina. The acquisition adds MindSumo's community and crowdsourced innovation capabilities to MBO's independent-workforce platform, enabling expanded services for enterprise clients focused on product development, market research and co-creation.

WPP Acquires InfoSum to Boost AI-Driven Data Offer

April 3, 2025

Data & Analytics

WPP has acquired InfoSum, the data collaboration and privacy-preserving clean room platform, and will place it within GroupM to expand WPP's AI-enabled data and marketing capabilities. InfoSum's CEO Lauren Wetzel will remain in place and also become Chief Solutions Officer for GroupM as WPP integrates InfoSum's federated learning and privacy-safe data network into WPP Open.

Summa Equity Acquires NetGuardians

September 26, 2024

Cybersecurity

Summa Equity, a Stockholm-based private equity firm, has acquired NetGuardians, a Swiss leader in AI-driven fraud prevention and anti-money laundering solutions. The acquisition creates a strategic opportunity to combine NetGuardians' 3D AI fraud-detection technology with Summa's portfolio company Intix to develop next-generation financial crime prevention capabilities.

People.ai Acquires Hero Research

May 11, 2021

Software

People.ai has acquired Hero Research, a Salesforce-focused sales productivity app, and launched a new embedded Salesforce experience that brings People.ai insights natively into Salesforce. The acquisition lets People.ai deliver a Chrome-based, Google-Sheets-like interface and in-Salesforce tools (relationship maps, deal scorecards, playbooks) to boost rep productivity and Salesforce adoption.

MAI Capital Management Acquires Summit Financial Advisors

September 12, 2025

Wealth Management

MAI Capital Management has acquired San Mateo-based Summit Financial Advisors, integrating Summit’s advisory team and approximately $570 million in client assets into MAI’s wealth management platform. The deal expands MAI’s presence and capabilities in California—adding Summit’s expertise serving Silicon Valley executives—while Summit’s lead advisor Rafael Velez joins MAI as Regional President and Senior Managing Director.