Pivotal Acquires Byerly & Associates

Athletico Physical Therapy Acquires Pivot Health Solutions

February 16, 2022

Healthcare Services

Athletico Physical Therapy has completed its acquisition of Pivot Health Solutions, expanding Athletico’s outpatient rehabilitation footprint across the Eastern U.S. and adding Pivot’s direct-to-employer Onsite Innovations business. Chris Throckmorton was named President and CEO of the combined company while Pivot founder Mark Kaufman will remain Executive Chairman.

Amynta Group Acquires Pivotal Solutions

July 22, 2020

Automotive

Amynta Group has acquired Pivotal Solutions Inc., a Fishers, Indiana-based provider of F&I (finance & insurance) solutions, training and development for automotive dealer groups. The acquisition establishes Amynta Dealer Services' presence in the U.S. Midwest and will keep Pivotal operating under its current leadership to continue serving dealer clients.

Banyan Software Acquires Eclipse EHR Solutions

June 26, 2025

Software

Banyan Software has acquired Eclipse EHR Solutions, a provider of electronic health records and practice management software for chiropractors, physical therapists, and other allied health providers. The founders will remain involved with product development as Eclipse joins Banyan's healthcare software portfolio to accelerate innovation and support a move to a cloud-based platform.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Beacon Pointe Advisors Acquires Three Advisory Teams

February 7, 2026

Financial Services

Beacon Pointe Advisors acquired three registered investment advisor teams—Financial Planning Solutions (Newton, MA), Voyager Wealth Management (Lake Geneva, WI), and InvestmentHunter Wealth Services (Argyle/Fort Worth, TX)—bringing the firm's assets under advisement to approximately $62 billion. The transactions closed in November and December 2025 and add ~$350M, ~$229M, and ~$153M in client assets respectively while expanding Beacon Pointe's national footprint and advisory capabilities.

Earned Wealth Acquires Chahal & Associates

April 21, 2025

Financial Services

Earned Wealth, a tech-enabled financial services firm focused on doctors, has acquired Chahal & Associates, a Hercules, California-based tax and accounting firm serving roughly 2,200 doctors and high-net-worth clients. The deal expands Earned's tax, accounting and payroll capabilities as part of its doctor-focused platform following a 2024 growth investment from Summit Partners and Silversmith Capital.