Georgia Oak Partners Leads Growth Investment in Aditi Consulting

Beech Tree Private Equity Invests in Advanta Solutions

January 6, 2021

Wealth Management

Beech Tree Private Equity has made a significant investment in Advanta Solutions to accelerate organic growth and fund a multi-acquisition strategy. The capital will support recruitment of additional advisers, expansion of Advanta Wealth’s services (including mortgage and insurance brokerage) and target acquisitions of owner-managed financial advisory firms; Beech Tree directors have joined the Advanta board.

Georgia Oak Partners Acquires Majority Stake in Artisan Custom Closets

February 7, 2023

Building Products

Atlanta-based private investment firm Georgia Oak Partners has made a majority equity investment in Artisan Custom Closets, a Marietta- and Nashville-based designer, manufacturer and installer of custom residential storage solutions. The capital and operational partnership is intended to support Artisan's next phase of growth and expansion across the Southeast.

The Acacia Group Makes Growth Investment in Connor Consulting Corp.

May 13, 2025

Professional Services

The Acacia Group has entered a strategic growth partnership with Connor Consulting Corp., providing new capital and operational support to accelerate Connor’s product and customer experience innovation. Connor, a San Francisco-based specialist in royalty and software license compliance and advisory services, will leverage Acacia's technology-enabled services expertise to scale into new markets and enhance its service capabilities.

Attain Capital Partners Invests in Infotek Consulting LLC

May 17, 2022

IT Services

Attain Capital Partners made a growth equity investment in Infotek Consulting LLC to accelerate the company's growth, enter new markets, and support product and service innovation. Infotek's founder Gautam Mehndiratta will serve as CEO and Greg Baroni of Attain joined Infotek's board as an investor and strategic advisor.

Aditi Consulting Acquires Resolvit

October 4, 2023

IT Services

Aditi Consulting has acquired Resolvit Resources, a New Orleans–based technology and management solutions provider, to expand Aditi's nearshore delivery footprint in Latin America and broaden its cyber security, DevOps, cloud/IoT and application modernization capabilities. Transaction terms were not disclosed; Brown Gibbons Lang & Company served as financial advisor to Resolvit while Fairmount Partners advised Aditi.

PSG Leads $65M Growth Investment in Adeptia

March 22, 2023

Cloud & SaaS

PSG led a $65 million strategic growth investment in Adeptia, a Chicago-based B2B data integration software company. The capital will be used to accelerate product innovation, customer success and market adoption; Adeptia also appointed PSG Senior Advisor Vance Loiselle as CEO and Paul Moriarity as CRO as part of the new chapter.