The Vistria Group Acquires Lumen Holdings to Build Specialty MGA Platform

The Vistria Group Makes Strategic Investment in MGT Solutions

May 10, 2023

IT Services

The Vistria Group announced a strategic investment in Tampa-based MGT Solutions, a tech-led managed services firm serving state, local and educational agencies, philanthropic organizations, and Fortune 500 clients. The investment will support MGT's organic growth and acquisitions, expand sales and marketing, convert legacy offerings into SaaS, and broaden product and service capabilities.

Mural Acquires LUMA Institute

March 28, 2022

Education

Mural, the San Francisco–based provider of digital workspaces for visual collaboration, acquired LUMA Institute, a leading provider of design-thinking training, certifications, and digital learning resources. The acquisition expands Mural’s collaboration capabilities by integrating LUMA’s learning experiences and methods to accelerate adoption of collaboration design at enterprise scale.

The Vistria Group Recapitalizes The Mather Group

April 6, 2022

Financial Services

The Vistria Group has entered a strategic partnership and recapitalization with The Mather Group, LLC (TMG), a Chicago-based wealth management firm with roughly $8 billion AUM. The investment will provide capital to support TMG's continued organic growth and acquisition-driven expansion while backing CEO Chris Behrens and the existing leadership team.

The Vistria Group Recapitalizes Medalogix; Muse Healthcare Consolidates Under Medalogix

May 19, 2021

Healthcare Services

The Vistria Group led a recapitalization and growth investment in Medalogix and Muse Healthcare, consolidating the two data-science and machine-learning businesses under the Medalogix brand to expand clinical decision‑support capabilities for home health, palliative and hospice providers. Minority equity investors in the transaction include LHC Group, Amedisys Home Health and Hospice, and Encompass Health, which will help accelerate adoption across a large nationwide provider footprint.

Acrisure Acquires Volante Global

March 22, 2022

Insurance

Acrisure has acquired Volante Global, a London-headquartered, multi-class international Managing General Agent (MGA) that includes brands such as Aesir Space and Horizon Europe AG. The deal (terms not disclosed) brings Volante's specialty underwriting capabilities, Lloyd’s syndicate alignment and international presence into Acrisure’s growing MGA strategy; prior majority investor was Nephila Holdings Ltd. (a subsidiary of Markel Corporation).

Vertu Capital Makes Strategic Growth Investment in LumiQ Inc.

September 24, 2024

Education

Vertu Capital has made a strategic growth investment in LumiQ Inc., a Toronto-based corporate education platform that delivers accredited professional development content to accounting and finance professionals. The investment is intended to support LumiQ's domestic and international expansion and accelerate product and customer growth.