The Citadel Group Acquires Wellbeing Software Group from Elysian Capital for £103m

Broadview Group Invests in Citadel EHS

January 8, 2026

Environmental Services

St. Louis-based private investment firm Broadview Group announced an investment in Citadel EHS, a Glendale, California–based environmental, health, safety, and sustainability (EHS&S) consulting firm. Citadel’s existing leadership will remain in place and the partnership is intended to provide capital and resources to accelerate growth, broaden capabilities, and support geographic expansion; Citizens Capital Markets & Advisory served as exclusive financial advisor to Citadel.

McCarthy Capital Invests in Navigate Wellbeing Solutions

November 13, 2023

Cloud & SaaS

Navigate Wellbeing Solutions, an employee wellbeing technology company based in West Des Moines, partnered with McCarthy Capital in a growth investment to accelerate product development, team expansion, and strategic acquisitions. The partnership provides capital and operational support to expand Navigate's reach—the company reports nearly two million subscribed users.

McCarthy Capital and CIBC Innovation Banking Invest US$66M in WellnessLiving

August 16, 2022

Cloud & SaaS

WellnessLiving raised a total of US$66 million in August 2022, consisting of a $46 million minority investment led by McCarthy Capital and $20 million in growth financing from CIBC Innovation Banking. The financing will fund international expansion, product development (including franchise/multi-location features) and pursue accretive acquisitions; other participants included INcapital Ventures and Halpern & Co.

Workplace Options Acquires Essi Systems' Wellbeing Assessment Tools

June 28, 2022

Healthcare Services

Workplace Options, a Raleigh-based global wellbeing solutions provider, acquired Essi Systems' stress, resiliency and emotional intelligence assessments and the 21 Day Club behavior-change SaaS tool. The purchase expands Workplace Options' digital assessment and behavior-change capabilities and will be integrated into its iConnectYou (iCY) mobile platform to strengthen its employee wellbeing offerings.

Civica Group Acquires Momentum Healthware

May 10, 2022

Software

UK-based Civica Group has acquired Canadian healthcare technology provider Momentum Healthware (which will operate as Civica Canada). The deal strengthens Civica's presence in North America and expands its health-and-care software capabilities—including EHR, assessment management and real-time location tracking—across senior care, long-term care and home care markets.

WELL Health Acquires ExecHealth Inc.

April 8, 2021

Healthcare Services

WELL Health Technologies Corp. agreed to acquire all issued and outstanding shares of ExecHealth Inc., an Ottawa-based omni-channel provider of primary, corporate and executive health services. The deal consideration includes CA$6.52M cash, CA$4.21M in WELL common shares and a performance-based earn-out of up to CA$1.89M; the transaction expands WELL's clinical footprint into Ontario and its premium corporate/executive health offering.