North Haven Capital Invests in Morgan Records Management

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.

Parthenon Capital Invests in MRO Corporation

October 28, 2019

Healthcare Services

Parthenon Capital has completed a growth investment in MRO Corporation, acquiring a meaningful ownership stake and providing capital to support accelerated growth. MRO, a KLAS-rated leader in release of information (ROI) and PHI disclosure management based in Norristown, Pennsylvania, will use the funding to expand its capabilities and service offerings for healthcare providers.

Haven Capital Partners Invests in Human Capital Education (Elsmere Education and HCRC Merge)

February 4, 2025

Education

Elsmere Education and Human Capital Research Corporation (HCRC) have merged to form Human Capital Education, a provider of marketing, enrollment and retention solutions and CRM expertise for colleges and universities. Haven Capital Partners has made a minority growth equity investment to support the combined company's product development and strategic growth in higher education enablement.

Morgan Stanley-Managed North Haven Thai PE Fund Invests in SAFE Fertility Centre

July 30, 2019

Healthcare Services

North Haven Thai Private Equity L.P., a fund managed by Morgan Stanley, has made an undisclosed minority investment in SAFE Fertility Centre Co., Ltd, Thailand’s second-largest fertility clinic operator. The capital will support the company’s expansion initiatives—SAFE operates four clinics (opening a fifth) and serves international patients across the region, and will work with the fund on growth and potential regional expansion.

BCS Financial Corporation Acquires Medical Risk Managers, Inc.

October 6, 2020

Insurance

BCS Financial Corporation has acquired Medical Risk Managers, Inc. (MRM), a managing general underwriter providing Stop Loss pricing and underwriting services. The acquisition adds MRM’s Stop Loss pricing, underwriting, and case management capabilities to BCS’s Risk Navigator solution set and keeps MRM leadership (Mehb Khoja) in place while MRM remains headquartered in Connecticut.

Vital Records Control Acquires 2-20 Records Management

October 4, 2022

Professional Services

Vital Records Control (VRC), a portfolio company of Windjammer Capital, has acquired 2-20 Records Management to expand VRC's national footprint in records and information management. The acquisition adds multiple market locations (including Atlanta, Chicago, Los Angeles, New York/Newark, Philadelphia, Phoenix and Tampa) and enhances VRC's suite of physical and digital information management services.