TAB Bank Acquires BAMFi's BAM Capital Division

Level Acquires BAM Strategy

October 29, 2025

Marketing & Advertising

Level, a digital marketing agency backed by private equity firm Dubin Clark, has acquired BAM Strategy to form a unified growth platform combining performance marketing, analytics, creative, CRM, and loyalty capabilities. The combined organization creates a roughly 250-person full-service offering to deliver end-to-end marketing solutions across acquisition, retention, and loyalty for clients in CPG, education, financial services and other sectors.

Capital Bancorp Acquires Integrated Financial Holdings in $66 Million Deal

March 29, 2024

Financial Services

Capital Bancorp will acquire Integrated Financial Holdings in a cash-and-stock merger agreement valued at $66 million. The deal is expected to expand Capital Bancorp’s nationwide government-guaranteed lending capabilities across USDA and SBA programs.

Accordion Acquires ABACI

August 4, 2022

Consulting

Accordion, a private equity-focused financial and technology consulting firm, acquired ABACI, an ERP and EPM consultancy specializing in NetSuite and Adaptive Planning. The acquisition adds 36 professionals, expands Accordion's CFO Technology practice and establishes a formal Atlanta office to enhance ERP/EPM and finance-technology capabilities for PE-backed CFOs and portfolio companies.

Carlyle Acquires CBAM Partners' Credit Portfolio

March 9, 2022

Financial Services

The Carlyle Group's Global Credit platform agreed to acquire a portfolio of CLOs and private credit assets from CBAM Partners (an affiliate of Eldridge) for $615 million in cash plus ~4.2 million newly issued Carlyle common shares. The deal, expected to close in H1 2022, boosts Carlyle's Global Credit AUM from $73 billion to about $88 billion and makes it the world’s largest CLO manager by AUM.

Fifth Third Bancorp Acquires Dividend Finance

January 19, 2022

Payments & Fintech

Fifth Third Bancorp has acquired Dividend Finance, a San Francisco–based fintech point-of-sale lender that provides financing for residential renewable energy and sustainability-focused home improvements. The deal — which involved Dividend's majority shareholder LL Funds — expands Fifth Third's digital lending capabilities and strengthens its renewable energy financing portfolio.

Milestone Partners Acquires mTAB LLC

June 6, 2018

Data & Analytics

Milestone Partners led the acquisition of mTAB LLC on May 31, 2018. mTAB, a provider of database services and cloud-based data analytics platforms based in Anaheim, California (with an office in Essex, UK), will partner with Milestone to accelerate growth, expand its product offering and enter new markets; Woodforest National Bank provided a senior credit facility to support the transaction.