SKDK Acquires Jasper Advisors

J.S. Held Acquires Steeplechase Advisors

August 11, 2026

Consulting

J.S. Held, a global consulting firm, has acquired Steeplechase Advisors, a restructuring and special situations advisory firm serving middle-market companies nationwide. The deal deepens J.S. Held’s Strategic Advisory Practice by expanding national restructuring and turnaround expertise and adding industry depth in multiple sectors.

AlixPartners Agrees to Acquire KSV Advisory

May 21, 2026

Professional Services

AlixPartners, a New York-headquartered management consulting firm, has agreed to acquire Toronto-headquartered KSV Advisory. The deal is expected to close on June 1 and is intended to expand AlixPartners’ physical presence in Canada with new offices in Toronto and Calgary.

Katz Sapper & Miller Acquires Shanholt Glassman Klein Kramer & Co.

November 4, 2024

Accounting & Tax

Indianapolis-based Katz Sapper & Miller (KSM) has acquired New York City-based accounting firm Shanholt Glassman Klein Kramer & Co. (SGKK), adding 59 employees and six partners and increasing KSM's New York headcount to 87. The deal, which closed Thursday, expands KSM's New York footprint and makes that office its second-largest; financial terms were not disclosed.

RKD Group Acquires Heller Consulting

May 1, 2024

Consulting

RKD Group has acquired Heller Consulting, a nonprofit-focused technology strategy, CRM planning and implementation firm. Heller will operate as a subsidiary of RKD Group with founder Keith Heller remaining as a strategic advisor and Jeffery Appell serving as President of Heller Consulting, an RKD Group company.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.

Mercer Advisors Acquires Jordan Financial Strategies, LLC

September 7, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Jordan Financial Strategies, LLC, a Denver-based wealth management firm with approximately $120 million in AUM. Founder Kristy R. Jordan and her team will join Mercer as part of a succession plan, strengthening Mercer's Denver presence and expanding client services through Mercer’s broader wealth management and family office capabilities.