Trilogy Capital Acquires Mountain Capital Investment Advisors

Rise Growth Partners Acquires Minority Stake in Krilogy

October 22, 2025

Wealth Management

Rise Growth Partners has made a non-controlling minority investment in Krilogy, a St. Louis-based registered investment advisory firm managing roughly $4.0–4.1 billion in client assets. The partnership will provide capital, strategic resources and support for advisor talent development, succession planning and continued growth while preserving Krilogy’s independent culture.

Trilogy Innovations Acquires NRM Solutions

December 6, 2024

Software

Trilogy Innovations, Inc. has acquired West Virginia-based NRM Solutions to expand its cloud-based natural resource management software suite. The deal, finalized December 6, will integrate NRM's patented mineral rights and asset-management capabilities into Trilogy's software and cloud services offerings to broaden product capabilities and end-market reach.

New Mountain Capital-Backed Grant Thornton Advisors to Combine With Grant Thornton Ireland Advisory and Tax Businesses

October 24, 2024

Professional Services

Grant Thornton Advisors LLC (U.S.) and Grant Thornton Ireland announced an agreement to combine Grant Thornton Advisors with Grant Thornton Ireland’s advisory and tax businesses. The deal is backed by an investor group led by New Mountain Capital and is expected to close in the first quarter of next year, subject to regulatory approval.

Peloton Capital Management Invests in Trilogy Financial Services

March 7, 2024

Wealth Management

Peloton Capital Management, a Toronto-based private equity firm, made a strategic minority investment in Trilogy Financial Services, an Irvine, California-based wealth management and financial planning firm. Trilogy's founder Jeff Motske remains majority shareholder and CEO; the capital will be used to accelerate Trilogy's M&A strategy, organic growth, and expand client/advisor services. Concurrently, Trilogy completed acquisitions of Flagship Wealth Management and Horizon Wealth Management, bringing Trilogy to approximately $4.0 billion in AUM.

Sequoia Financial Group Acquires M Capital Advisors

October 20, 2023

Wealth Management

Sequoia Financial Group has entered into an agreement to acquire Nashville-based M Capital Advisors, an SEC-registered wealth management firm managing approximately $930 million in assets. The acquisition expands Sequoia's wealth management capabilities and high-net-worth client offerings; the transaction was expected to close by Oct. 31, 2023 and financial terms were not disclosed.

New Mountain Capital Acquires Majority Stake in Citrin Cooperman

April 11, 2022

Accounting & Tax

New Mountain Capital made a majority investment in Citrin Cooperman to support the accounting and advisory firm's organic and acquisition-led growth. The partnership will provide Citrin Cooperman with capital and resources to expand services, pursue technology and advisory acquisitions, and grow its footprint across new markets.