Terminus Capital Partners Makes Majority Investment in Andesa Services

Mercer Advisors Acquires Andesa Financial Management, Inc.

April 4, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Andesa Financial Management, Inc., a wealth management firm based in Allentown, Pennsylvania. The deal expands Mercer Advisors' presence in Pennsylvania and the Eastern U.S., adding Andesa's team, approximately $330 million AUM and 260 clients to Mercer's national RIA platform.

Terminus Capital Partners makes majority investment in Eventus

February 26, 2026

Software

Terminus Capital Partners (TCP) has made a majority investment in Eventus, a provider of trade surveillance and financial risk solutions. The investment is intended to accelerate Eventus’ global expansion and increase investment in product innovation and platform capabilities.

Vespa Capital Invests in Eserv

December 23, 2022

Cloud & SaaS

Vespa Capital has invested in Eserv, an Aberdeen-based provider of AS-TEG, a 3D digital twin SaaS for complex industrial assets. The minority growth investment will partner with founder-CEO Dan Millard and the incumbent management team to support international expansion, augment the team, and further develop the AS-TEG platform.

Avesi Partners Invests in Visante

February 12, 2024

Healthcare Services

Avesi Partners has made a minority growth investment in Visante, a St. Paul–based provider of tech-enabled pharmacy consulting and services for health systems. The partnership will support Visante’s growth and capability expansion across specialty and infusion pharmacy markets and includes an internal leadership transition with Steve Rough named CEO and Jim Jorgenson moving to an advisory role.

Valeas Capital Partners Acquires Majority Stake in Suntera Global

May 7, 2025

Financial Services

Valeas Capital Partners will acquire a majority stake in Suntera Global, the Jersey-headquartered provider of fund, corporate and private wealth services, with Palatine Private Equity exiting. Carlyle provided a financing package to refinance debt and support Suntera's growth; the deal is expected to close in the second half of 2025 as Valeas and management pursue digital transformation, capability expansion and further strategic acquisitions.

Serent Capital Makes Growth Investment in BS&A

May 10, 2023

Cloud & SaaS

Serent Capital, a growth-focused private equity firm, has made a significant growth investment in BS&A, a US-based ERP software provider for municipalities. The capital will be used to accelerate geographic expansion and further adoption of BS&A's cloud ERP product across local governments.