Verdence Capital Advisors Acquires Harvest Investment Consultants

Wealth Enhancement Acquires Arbor Capital Management Investment Advisory Business

September 3, 2026

Financial Services

Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an independent RIA with offices in Anchorage and Fairbanks, Alaska. The deal establishes Wealth Enhancement’s first Alaska location and adds a team managing more than $345 million in client assets, with the transaction closing on August 31, 2026.

Veritas Capital to Acquire Trinity Consultants

August 5, 2026

Professional Services

Veritas Capital will acquire Trinity Consultants from Oak Hill Capital pursuant to a definitive agreement. Oak Hill will reinvest and remain a minority shareholder, while Trinity’s management team and broader employees will continue to hold meaningful ownership. The transaction is expected to close in the fourth quarter of 2026, subject to customary conditions and regulatory approvals.

Beacon Pointe Advisors Acquires Hemington Wealth Management

November 19, 2025

Financial Services

Beacon Pointe Advisors has acquired Hemington Wealth Management, a female-founded RIA with approximately $1.2 billion in client assets and a 16-person team operating from Falls Church, Virginia and Chicago, Illinois. The deal, which closed November 15, 2025, increases Beacon Pointe's assets under advisement to about $55 billion and strengthens its women-centered advisory capabilities.

TA Associates and Montagu Become Co-Controlling Shareholders of Harvest

August 27, 2024

Cloud & SaaS

TA Associates and Montagu Private Equity have agreed to become co-controlling shareholders of Harvest, replacing Five Arrows as the lead private equity backers. The partnership will support Harvest's strategy to accelerate international expansion and pursue both organic growth and acquisitions to build a European leader in wealth-management software.

Sterling Investment Partners Acquires Verdantas

May 7, 2024

Environmental Services

Sterling Investment Partners has acquired a majority stake in Verdantas, LLC from Round Table Capital Partners, with Verdantas management, employees, and RTC retaining significant equity. Based in Tampa, Florida, Verdantas is an integrated environmental science, engineering, and consulting firm that has grown rapidly through 18 acquisitions since 2020 and employs over 1,450 staff nationwide.

Envestnet Acquires Harvest Savings & Wealth Technologies

April 8, 2021

Payments & Fintech

Envestnet has acquired Harvest Savings & Wealth Technologies, a fintech provider of automated, goals-based savings and wealth tools for banks, credit unions, trust companies and other financial institutions. The acquisition expands Envestnet’s embedded finance and financial wellness capabilities by integrating Harvest’s micro-savings, digital account opening, and signals technology into Envestnet’s unified platform; terms were not disclosed.