Wipfli Secures Strategic Minority Investment From New Mountain Capital

Wipfli Acquires Waypoint, Inc.

February 15, 2022

Data & Analytics

Wipfli, LLP acquired Waypoint, Inc., a West Chester, Pennsylvania-based provider of business intelligence, data management, and analytics solutions. The acquisition expands Wipfli's data analytics and digital transformation capabilities and deepens its footprint in the Philadelphia market.

New Mountain Capital Makes Growth Investment in Grant Thornton LLP

March 15, 2024

Accounting & Tax

New Mountain Capital has made a growth investment in Grant Thornton LLP to accelerate the firm's business strategy, support targeted investments in talent, technology and infrastructure, and enable strategic acquisitions. The transaction (subject to regulatory approvals) will adopt an alternative practice structure separating attest and non-attest services, and is expected to close in the second quarter of 2024.

New Mountain Capital Acquires Majority Stake in Citrin Cooperman

April 11, 2022

Accounting & Tax

New Mountain Capital made a majority investment in Citrin Cooperman to support the accounting and advisory firm's organic and acquisition-led growth. The partnership will provide Citrin Cooperman with capital and resources to expand services, pursue technology and advisory acquisitions, and grow its footprint across new markets.

Wipfli Acquires Risk Management and Loan Review Divisions of Sheshunoff Consulting + Solutions

September 5, 2023

Accounting & Tax

Wipfli LLP has acquired the risk management and loan review services divisions of Sheshunoff Consulting + Solutions, adding more than 70 professionals and deepening Wipfli's financial-services advisory capabilities. The acquisition expands Wipfli's risk and loan review practice to over 210 associates and gives Sheshunoff clients access to Wipfli's broader advisory, audit, digital and data services.

Lovell Minnick Partners Makes Strategic Growth Investment in Cohen & Company

December 31, 2024

Accounting & Tax

Lovell Minnick Partners (LMP) has made a strategic growth investment in Cohen & Company, a national assurance, tax and business advisory firm. The minority growth capital will support Cohen & Company’s technology investments, expansion of service offerings, and broader strategic growth plan, while enabling an increase in employee equity ownership under a new alternative practice structure.

Waverly Advisors Acquires NBW Capital, LLC

March 28, 2025

Financial Services

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.