Roth Capital Partners Acquires MKM Partners

Credit Suisse Acquires The Klein Group (MK&C) for $175M

February 9, 2023

Financial Services

Credit Suisse Group AG has acquired The Klein Group LLC (MK&C), the investment banking business of M. Klein & Company LLC, for USD 175 million. The seller will receive equity exposure in CS First Boston via a convertible note and warrant, and Michael Klein will be appointed CEO of Banking, CEO Americas and designated CEO of CS First Boston. The deal is intended to strengthen and accelerate the carveout and build-out of CS First Boston as an independent capital markets and advisory-led business.

Align Capital Partners Acquires MKB Company

December 4, 2024

Environmental Services

Align Capital Partners (ACP) has acquired MKB Company, a U.S. manufacturer of erosion control, pollution prevention and stormwater management products. MKB operates 17 facilities across 14 states with over 220 employees; ACP plans to support national expansion and pursue continued M&A to grow the platform.

BV Investment Partners Acquires Majority Interest in RKD Group

April 4, 2019

Marketing & Advertising

BV Investment Partners acquired a majority interest in RKD Group, a Dallas-based provider of omnichannel fundraising and marketing services to the nonprofit sector, in partnership with RKD's management. First Capital Partners provided mezzanine debt to support the private equity-backed acquisition; RKD serves over 260 nonprofit organizations and employs 200+ professionals.

Marcus & Millichap Acquires Mission Capital

October 19, 2020

Real Estate

Marcus & Millichap, Inc. has entered into a definitive agreement to acquire Mission Capital, a national real estate capital markets advisory firm, in a deal expected to close in the fourth quarter. The acquisition brings roughly 40 capital markets professionals and expands Marcus & Millichap Capital Corporation's loan sale, debt and equity placement, and consulting capabilities.

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.

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.