Windrose Consulting Group Acquires Zenith Access Network

Rothschild Wealth Partners Acquires Windgate Wealth Management

January 12, 2026

Financial Services

Chicago-based Rothschild Wealth Partners has acquired Windgate Wealth Management, an independent advisory firm managing over $200 million in client assets. The deal expands Rothschild's advisory footprint in the Chicago market and brings Windgate leaders onto Rothschild's platform to broaden services for high-net-worth individuals, families and business owners.

WindRose Health Investors Acquires CardioOne

March 4, 2024

Healthcare Services

WindRose Health Investors has completed the acquisition of CardioOne, a physician-enablement company serving independent cardiologists, and partnered with CardioOne's executive team to provide up to $100 million of additional capital to support growth. CardioOne's existing management will remain in place and the investment will fund expansion and enhancement of its technology platform and service offerings as the company prepares for value-based care.

ARInsights Acquires The Wind Communications Agency

February 21, 2024

Marketing & Advertising

ARInsights, the Needham-based provider of a SaaS platform for managing analyst relations, has acquired The Wind Communications Agency to expand its ServicePlus offerings and provide end-to-end analyst relations software and services. The founders Patty (Patricia) and Greg Wind and their team join ARInsights; terms were not disclosed.

Executive Information Systems Acquires Zencos Consulting

December 2, 2022

Data & Analytics

An affiliate of Executive Information Systems (EIS), a portfolio company of CCP Capital Strategies, has acquired Zencos Consulting LLC. The founders, David Septoff and Benjamin Zenick, retain an equity stake and will continue to lead the business; the acquisition expands EIS' SAS-based analytics, cloud modernization, and managed analytics capabilities.

Affiliate of The Carlyle Group and Cannae Holdings Acquire Trust Healthcare Consulting Services from WindRose

January 13, 2020

Healthcare Services

An affiliate of The Carlyle Group and Cannae Holdings (via a healthcare joint venture) acquired substantially all assets of Trust Healthcare Consulting Services, LLC from WindRose Health Investors. TrustHCS, a Springfield, Missouri–based provider of coding, CDI, denial management and staffing services with a team of 500+ professionals, will operate under the new joint-venture ownership; terms were not disclosed.

WindRose Health Investors Recapitalizes Lykan Bioscience Holdings

June 4, 2019

Biotechnology

WindRose Health Investors completed an equity recapitalization of Lykan Bioscience Holdings, LLC, a Hopkinton, Massachusetts-based contract manufacturing services organization focused on cell and gene therapy production and logistics. The investment provides capital to support growth and the build-out of a 60,000+ square foot cGMP facility to expand manufacturing capacity; terms were not disclosed.