Unitas Financial Services Merges with First Service Corporation (FSC)

Security Service Federal Credit Union Acquires Utah First Title Insurance Agency

March 20, 2023

Insurance

Security Service Federal Credit Union has acquired Utah First Title Insurance Agency to expand its title insurance and settlement services presence in the Utah market. Turk & Company served as exclusive investment banker to Security Service, and Utah First will continue operating under its existing name while integrating with Security Service's title platform.

Stone Point Recapitalizes First Associates and Combines It with Portfolio Financial Servicing Company (PFSC)

July 16, 2019

Financial Services

Funds managed by Stone Point Capital acquired a majority interest in First Associates Loan Servicing and will combine its operations with Stone Point portfolio company Portfolio Financial Servicing Company (PFSC) to form a larger loan- and lease-servicing platform. The transaction is a recapitalization intended to expand servicing capabilities across consumer and commercial loan markets and accelerate growth through combined technology, capital-markets and compliance expertise.

Alliant Insurance Services Acquires Union First

December 9, 2024

Insurance

Alliant Insurance Services has acquired Union First, a specialized benefits consulting and third‑party administrator serving public safety labor associations (police, firefighters and deputy sheriffs). Union First will join Alliant’s Employee Benefits Group – West Region to expand Alliant’s benefits and trust administration capabilities for first responders; financial terms were not disclosed.

Pivotal Growth Acquires RSC New Homes Limited and Group First Limited

January 13, 2023

Financial Services

Pivotal Growth has acquired RSC New Homes Limited and Group First Limited (the holding company for Mortgages First and Insurance First) from LSL Property Services Plc. The deals expand Pivotal Growth’s capability and geographic coverage in the specialist new-build mortgage and protection market, complementing prior add-ons such as Grange Mortgage and Protection Services.

Safeguard Investment Advisory Group Acquires Solutions First Financial Group

April 14, 2025

Financial Services

Safeguard Investment Advisory Group has acquired Solutions First Financial Group and opened a new office in Scottsdale, Arizona on April 1, 2025. The deal marks Safeguard's first office outside California as the firm expands its wealth management and retirement planning services into Arizona.

Altus Fire & Life Safety Acquires Facility Compliance Services (FCS)

December 16, 2024

Industrial Services

Altus Fire & Life Safety, a portfolio company of funds advised by Apax Partners LLP, has acquired Facility Compliance Services LLC & Facilities Compliance Fire Protection LLC (FCS), a Connecticut-based provider of inspection, testing, maintenance and compliance services. The acquisition is an add-on that expands Altus' geographic footprint into Connecticut and strengthens its fire protection and life safety service capabilities.