PLACE Acquires Maxwell

PLACE to Acquire Ardley

October 9, 2026

Software

PLACE agreed to acquire Ardley, whose AI-powered software helps mortgage lenders and banks identify opportunities in existing loan portfolios and retain customers through tailored loan offers. The acquisition expands PLACE’s connected mortgage operating system by adding portfolio intelligence and customer-retention capabilities to its existing technology and services.

Creative Planning Acquires Maxwell Wealth Strategies

January 17, 2025

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, has acquired Maxwell Wealth Strategies of Pleasanton, California. The deal closed January 17, 2025 and brings Maxwell's approximately $290 million in AUM and its advisory team into Creative Planning to expand the firm's reach and client service capabilities.

PLACE Acquires Real Estate Team Platform Livian

September 20, 2024

Cloud & SaaS

PLACE, the brokerage-inclusive real estate technology and services platform, has acquired Livian, a real estate team servicing platform founded by Adam Hergenrother. Livian will be fully integrated into PLACE's ecosystem to expand PLACE’s capabilities for servicing high-performing real estate teams across the United States and Canada.

Storewise Acquires MarginMAX

June 5, 2023

Cloud & SaaS

Storewise, backed by Nexa Equity, has acquired MarginMAX to integrate vendor management and DSD pricing capabilities into its retail automation platform for independent grocers. The MarginMAX management team will join Storewise as the acquisition expands the platform’s visibility into store operations and strengthens pricing optimization across wholesaler and direct store delivery items; financial terms were not disclosed.

Foursquare Acquires Placed from Snap Inc.

May 30, 2019

Data & Analytics

Foursquare has signed an agreement to acquire Placed from Snap Inc., adding Placed Attribution to Foursquare’s location technology product suite. The deal is supported by a $150 million investment in Foursquare led by The Raine Group to fund the acquisition and accelerate R&D; Placed founder David Shim will join Foursquare’s executive team.

REPAY Acquires PayMaxx Pro

January 10, 2018

Payments & Fintech

REPAY (Realtime Electronic Payments), an Atlanta-based payments technology and processing company, has acquired PayMaxx Pro, an electronic payments provider serving the automotive industry. The acquisition expands REPAY's footprint in automotive payments, broadens its software integration capabilities, and brings PayMaxx Pro leadership (including Megan Bussie and Jon Leedom) and customers onto REPAY's platform.