SRS Acquiom to Acquire Pantarai

Lovell Minnick Partners and Carlyle AlpInvest Close Continuation Vehicle for SRS Acquiom

January 23, 2026

Financial Services

Lovell Minnick Partners closed a single-asset continuation vehicle for SRS Acquiom in a transaction led by Carlyle AlpInvest, providing fresh capital and a refreshed ownership structure while keeping existing and new investors and management as shareholders. The recapitalization is intended to support SRS Acquiom's next phase of growth — including international expansion across the U.K. and Europe, a push on strategic acquisitions, and further investment in tech-enabled solutions.

Flourish to Acquire Sora Finance to Build Comprehensive Deposits and Lending Platform for RIAs

March 20, 2025

Payments & Fintech

Flourish, a technology platform for registered investment advisors (RIAs), entered into a definitive agreement to acquire Sora Finance, an AI-driven liability optimization platform for advisors. The combined offering is intended to provide RIAs with integrated asset and liability management, including cash management plus lending capabilities.

Arax Investment Partners Acquires SRS Capital Advisors

June 23, 2024

Wealth Management

Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.

Integrum Invests in Strategic Risk Solutions

February 27, 2023

Financial Services

Integrum has made a strategic investment in Strategic Risk Solutions (SRS), the world's largest independent insurance company manager, to support SRS's geographic expansion, service offering growth, and pursuit of strategic acquisitions and partnerships. SRS's CEO Brady Young and the current management team will remain in place; the transaction is subject to customary closing conditions and regulatory approvals.

Tier1 Financial Solutions Acquires Satuit Technologies

April 26, 2021

Software

Tier1 Financial Solutions acquired Satuit Technologies, a provider of CRM and investor portal software for buy‑side asset and wealth managers, to accelerate its expansion into the buy‑side market and broaden its client relationship product suite. Terms were not disclosed; Satuit’s CEO Karen Maguire will remain in her role and report to Tier1 CEO Jiro Okochi.

Nextech Acquires SRS Health

January 23, 2019

Healthcare Services

Nextech Systems has completed the acquisition of SRS Health Software LLC, a Montvale, New Jersey-based provider of specialty EMR and practice management solutions focused on orthopedic practices. The deal expands Nextech's specialty healthcare technology offerings beyond ophthalmology, dermatology and plastic surgery and increases its reach across ambulatory specialty physician markets.