Wavestone Acquires Sand Cherry (U.S. expansion)

The Vistria Group Invests in Sandstone Care

June 28, 2022

Healthcare Services

The Vistria Group announced a growth investment in Sandstone Care, an adolescent and young adult mental and behavioral health treatment provider headquartered in Denver. The capital from Vistria's Fund IV will support Sandstone's expansion of existing campuses and growth into new markets to increase access to evidence-based care for teens and young adults.

Pathstone Acquires Eaton Vance WaterOak Advisors' Investment Advisory and Wealth Management Business

March 31, 2022

Wealth Management

Pathstone has agreed to acquire certain assets of Eaton Vance WaterOak Advisors ("WaterOak"), adding roughly $3 billion in assets under advisement and expanding Pathstone’s footprint in Florida. The deal brings WaterOak’s team and technology onto Pathstone’s partner-owned platform (institutionally backed by Lovell Minnick Partners), increasing Pathstone’s total AUA to more than $35 billion and its headcount to about 235.

Juniper Networks Acquires WiteSand

February 14, 2022

Cybersecurity

Juniper Networks has acquired WiteSand, a cloud-native zero trust Network Access Control (NAC) vendor, bringing the team and technology into Juniper's AI-driven enterprise portfolio. The acquisition is intended to accelerate delivery of a next-generation, cloud-native NAC solution integrated with Juniper's Mist AI and networking assurance capabilities.

Wavestone Acquires NewVantage Partners

January 25, 2022

Data & Analytics

Wavestone, the Paris-based IT and management consultancy, acquired data strategy firm NewVantage Partners in December 2021 to strengthen its data, AI and analytics advisory capabilities. The acquisition brings NewVantage's data strategy, governance and management expertise into Wavestone's broader digital transformation and IT advisory portfolio, expanding capabilities for enterprise clients.

Walker Sands (Stone-Goff Portfolio Company) Acquires March Communications

August 18, 2021

Marketing & Advertising

Walker Sands, a Stone-Goff Partners portfolio company, has acquired March Communications, a Boston-based integrated PR agency focused on B2B technology companies. The acquisition expands Walker Sands' capabilities and geographic footprint in the B2B tech marketing space — creating a combined firm of roughly 170 employees across five offices, with March operating as "March, a Walker Sands company."

Pathstone Acquires Cornerstone Advisors Inc.

July 30, 2020

Wealth Management

Pathstone, a partner-owned multigenerational family office, has acquired Cornerstone Advisors Inc., a Bellevue, Washington-based wealth and lifestyle management firm. The combination adds Cornerstone's ~$4 billion AUM and ~65 employees to Pathstone, expanding capabilities, scale and partner ownership across the combined firm (roughly 200 employees across nine offices and ~$20 billion in advisory assets).