Vestwell Completes Accrue 401k Acquisition

Navacord Corp Merges With Acera Insurance Services (Clairvest exits)

February 2, 2026

Insurance

Navacord Corp. completed its previously announced merger with Acera Insurance Services Ltd., formally closing on February 2, 2026. Clairvest Group Inc. (and Clairvest Equity Partners VI) fully exited its investment in Acera as part of the transaction, receiving gross proceeds of approximately C$407 million (80% cash and 20% in a promissory note payable over 24 months).

CorEvitas Acquires Vestrum Health

July 22, 2021

Data & Analytics

CorEvitas, a provider of curated real-world evidence and a portfolio company of Audax Private Equity, has added Vestrum Health to its organization. The acquisition brings Vestrum’s retina-focused EHR data analytics and real-world evidence capabilities into CorEvitas’ registry and analytics platform to expand specialty EHR data and RWE services for retina practices and biopharmaceutical customers.

FMG Acquires Vestorly to Boost AI-driven Marketing Capabilities

July 27, 2022

Software

FMG, a San Diego-based SaaS marketing platform for financial advisors and insurance agents, has acquired Vestorly, an AI-driven content curation company headquartered in New York. The acquisition expands FMG’s artificial intelligence capabilities and brings Vestorly’s content management engine and client base into FMG’s all-in-one marketing platform to improve personalization and engagement for financial professionals.

Millennium Trust Acquires Accruit Holdings

March 1, 2023

Wealth Management

Millennium Trust Company, a portfolio company of Abry Partners, has acquired Accruit Holdings LLC, a Denver-based qualified intermediary and provider of patented 1031 exchange workflow software. The acquisition expands Millennium Trust's alternative asset and real estate solutions by adding Accruit's Exchange Manager Pro platform and specialist 1031 exchange services to its retirement, wealth and custody offering.

Ultra Commerce Acquires Vesta eCommerce

June 22, 2021

Cloud & SaaS

Ultra Commerce has acquired Vesta eCommerce, a SaaS product data management provider, to integrate Vesta's PIM and product data capabilities into Ultra's enterprise eCommerce platform. The acquisition and a concurrent capital raise (with a cornerstone institutional investor and a strategic investor) aim to accelerate product development, sales and global expansion.

a360inc Acquires ProVest

July 31, 2024

Legal Services

a360inc, a San Antonio–based legal and credit risk technology and outsourcing provider, has acquired ProVest, a Tampa-based process and litigation information services firm that supports creditors, mortgage lenders, servicers and law firms. The transaction included a concurrent investment in a360inc by funds managed by Morgan Stanley Investment Management, Knox Capital and Nonantum Capital Partners to support expanded service offerings and technology integration.