OCo Capital Management Acquires CMS Utility Services

AMCS Acquires Utility Cloud

September 13, 2022

Cloud & SaaS

AMCS, the Limerick-based provider of software and vehicle technology for environmental and resource industries, has acquired Utility Cloud, a U.S.-based utility operations management SaaS platform. The purchase expands AMCS’ digital solutions for utilities and energy customers by adding Utility Cloud’s cloud-based operations management and compliance capabilities to AMCS’ portfolio.

CW Advisors Acquires Capital Management Services and CHB Investment Group

September 3, 2025

Financial Services

CW Advisors, an SEC‑registered investment advisor and subsidiary of Osaic, has acquired two Pennsylvania RIAs — Capital Management Services (CMS) and CHB Investment Group — adding $575 million in assets under management. The deals expand CW Advisors’ presence in Pennsylvania and increase its AUM to approximately $14.5 billion; terms were not disclosed.

Osmose Utilities Services Acquires Principal Assets of McLean Engineering Company

February 1, 2024

Infrastructure

Osmose Utilities Services, a portfolio company of EQT Infrastructure, acquired the principal assets of McLean Engineering Company to add T&D electrical engineering and pole-attachment/joint-use consulting capabilities. The deal expands Osmose's end-to-end joint-use and pole-attachment services for electric utilities and telecommunications providers; McLean's CEO Sean Knowles and COO Todd Taylor will continue to lead the business unit within Osmose.

USI Insurance Services Acquires Insurance and Capital Management LLC

September 20, 2021

Insurance

USI Insurance Services acquired Insurance and Capital Management LLC (ICM), an independent insurance brokerage based in Mill Creek, Washington that specializes in marine insurance for offshore fishing operations. The acquisition expands USI's marine industry expertise and strengthens its Washington / Pacific Northwest presence; terms were not disclosed.

Oaktree Acquires Consolidated Chassis Management

October 3, 2023

Logistics & Distribution

Funds managed by the Transportation Infrastructure strategy of Oaktree Capital Management acquired Consolidated Chassis Management (CCM) from the Ocean Carrier Equipment Management Association (OCEMA). The investment provides CCM with expanded capital to support the launch and operations of the South Atlantic Consolidated Chassis Pool (SACP 3.0), fleet upgrades and broader service expansion across major Southeast U.S. ports.

Scopes Facility Services Acquires Creative Maintenance Systems

October 8, 2021

Environmental Services

Scopes Facility Services, a portfolio company of Westbridge Capital Ltd., has closed the acquisition of Creative Maintenance Systems (CMS), a California-based janitorial and commercial cleaning provider headquartered in Irvine. The add-on expands Scopes' service capabilities and local footprint in California, bringing CMS's ~250 staff and janitorial, floor/carpet, pressure washing and disinfectant cleaning services into the Scopes platform.