UMT360 Acquires Western Principles Consulting

Waverly Advisors Acquires Pacific Portfolio

October 31, 2025

Wealth Management

Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.

PMA Industries Acquires United Western Enterprises

November 15, 2023

Manufacturing

PMA Industries, a portfolio company of Ancor Capital Partners, has acquired United Western Enterprises, a Camarillo, California-based contract manufacturer specializing in photochemical etching and related value‑added services. The add-on expands PMA's photochemical etching capabilities and broadens its service offering to aerospace, defense, electronics and medical end markets; terms were not disclosed.

North Highland Acquires UMT360 Strategic Portfolio Management Software Firm

June 14, 2023

Software

North Highland, an Atlanta-based change and transformation consultancy, has acquired UMT360, a Bellevue, Washington provider of strategic portfolio management (SPM) software and related consulting services. The deal expands North Highland's enterprise transformation and business agility capabilities and extends its footprint in North America and Europe.

UMT360 (TELEO Capital Portfolio Company) Acquires FIOS Insight

December 15, 2021

Software

TELEO Capital-backed UMT360 has acquired FIOS Insight, a Houston-based provider of Enterprise Architecture (EA) SaaS (Insight-EA), and will merge FIOS with UMT360 to extend UMT360's Strategic Portfolio Management suite. The acquisition integrates FIOS' EA capabilities into UMT360's strategy-to-execution and project portfolio management offering to provide an end-to-end enterprise project solution.

Mosaic Consulting Group Acquires Westward Consulting

July 6, 2021

Professional Services

Mosaic Consulting Group entered into an acquisition agreement to acquire Westward Consulting, a Kronos/Kronos workforce-management partner. The deal was expected to complete on June 30, 2021, and Mosaic subsequently completed the acquisition on June 30, 2021. The acquisition expands Mosaic’s services focused on UKG (Ultimate Kronos Group) by adding Westward Consulting’s Kronos workforce-management expertise to Mosaic’s UKG implementation, support, and optimization offering.

TELEO Capital Acquires UMT360

March 11, 2019

Software

TELEO Capital Management completed the acquisition of UMT360, a Bellevue, Washington-based provider of Enterprise Project Portfolio Management (PPM) software and consulting services. TELEO said it will provide operational expertise and capital to scale UMT360’s software and services offerings and accelerate growth and market share; Cascadia Capital served as financial advisor to UMT360.