Brailsford & Dunlavey Merges with Project Management Advisors (PMA)

Bernhard Capital Partners Invests in Brailsford & Dunlavey to Establish Institutional Program Management Platform

June 27, 2024

Professional Services

Bernhard Capital Partners has made a controlling investment in Brailsford & Dunlavey to establish a dedicated institutional program management (IPM) platform. The investment will leave B&D led by its existing co-CEOs and leadership team and will support accelerated growth through acquisitions and expanded capabilities across education, municipal, sports, and non-profit markets.

Flexpoint Ford and TA Associates Back Combination of Public Trust Advisors and the PMA Companies to Form PTMA Financial Solutions

March 26, 2025

Financial Services

Private equity firms Flexpoint Ford and TA Associates have backed the combination of Public Trust Advisors, LLC and the PMA Companies to create a new integrated financial services firm, PTMA Financial Solutions. The combined organization, led by CEO Todd Alton with Executive Chairman Jim Davis, serves over 12,000 local governments and public entities across the United States and employs more than 270 people; terms were not disclosed.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

BraddockMatthews and David Barrett Partners Combine to Form BraddockMatthewsBarrett

April 3, 2024

Professional Services

BraddockMatthews LLC and David Barrett Partners have completed a transaction to combine their firms and form BraddockMatthewsBarrett, an international executive search firm focused on asset management. The combined, partner-driven firm has about 30 people (including nine partners) with a presence in New York, Boston, and London and will continue to serve asset managers, asset owners, private equity, private credit, and related clients.

Bowman Consulting Group Acquires Project Design Consultants

July 18, 2022

Engineering Services

Bowman Consulting Group Ltd. (Bowman) has acquired Project Design Consultants (PDC), a San Diego–based civil engineering, surveying, planning and landscape architecture firm founded in 1976 with approximately 65 employees. The stock purchase (with a Section 338(h)(10) election) is expected to add about $14 million of annualized net service billing and was financed with cash and notes, including an unsecured seller note and a convertible note.

BLG Group of Companies Acquires MBM Groups International Ltd and FDS Group

January 4, 2025

Consulting

BLG Group of Companies, led by Chairman Ajay K. Dubey, has acquired UK-based MBM Groups International Ltd and Germany-based FDS Group in a multi-million (reported) transaction to expand its consulting, technology and industrial capabilities across Europe and Southeast Asia. Dr. Hans Martin Krüger will lead European integration efforts; financial terms were not disclosed.