Springline Advisory Invests in Fiske Advisory

Springline Advisory Adds HM&M Advisory as Founding Firm

December 11, 2024

Accounting & Tax

Springline Advisory, a PE-backed middle-market accounting and advisory platform, announced that Dallas-based HM&M Advisory, LLC has joined as a founding firm under an alternative practice structure. The move expands Springline's geographic footprint and capabilities in tax, accounting, business valuation and litigation support while giving HM&M access to capital and broader resources.

Trinity Hunt Partners Invests in MarksNelson Advisory

February 28, 2023

Accounting & Tax

Trinity Hunt Partners made a strategic growth investment in the advisory business of MarksNelson to serve as the initial investment for Trinity Hunt’s new advisory services platform. The capital and operational support will be used to expand service capabilities, invest in talent and technology, accelerate organic growth, and pursue buy-and-build acquisitions while MarksNelson continues to operate an alternative practice structure for attest and advisory services.

Foreside Financial Group Acquires JG Advisory Services LLC

March 9, 2021

Professional Services

Foreside Financial Group, a PE-backed provider of compliance and regulatory solutions, acquired the regulatory compliance business of JG Advisory Services LLC. The deal brings JG Advisory founder Judy Gross and her colleagues into Foreside to bolster the firm's compliance offerings for hedge funds, private equity and emerging managers; financial terms were not disclosed.

SageView Advisory Group Acquires Summit Financial Consultants

August 9, 2022

Financial Services

SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.

Wealth Enhancement Group Acquires FinTrust Capital Advisors

October 2, 2024

Financial Services

Wealth Enhancement Group has acquired FinTrust Capital Advisors, LLC, a hybrid RIA headquartered in Greenville, South Carolina that oversees approximately $2.39 billion in client assets. The 14-advisor team (plus 13 support staff) will join Wealth Enhancement Group as part of its continued Southeast expansion; Park Sutton Advisors served as exclusive financial advisor to FinTrust.

Avance Investment Management Makes Strategic Investment in RIA Advisory

August 29, 2022

IT Services

Avance Investment Management, a middle-market private equity firm, made a strategic (minority) investment in RIA Advisory to support the company’s growth and expansion of its revenue management offerings. RIA Advisory’s founder and management team will remain in place as the capital will be used to diversify capabilities, expand into new verticals and accelerate international growth.