Affiliate of Peak Rock Capital Provides Growth Investment to Delta Financial Group

Peak Rock Capital Affiliate Makes Strategic Growth Investment in CollegeNET

August 1, 2023

Education

CollegeNET, a Portland-based provider of web-based technologies for higher education, has received a strategic growth investment from an affiliate of Peak Rock Capital. The investment will provide runway for product development — including CollegeNET's patent-pending AI Opportunity Drivers — and support the company's planned growth in higher-education technology markets.

Peak Rock Capital Provides Growth Financing to Air Pros USA

September 8, 2021

HVAC & Mechanical

Air Pros USA, a residential HVAC and home services company based in Hollywood, Florida, received strategic growth financing from an affiliate of Peak Rock Capital to support continued expansion and targeted add-on acquisitions. The financing will fund growth across existing markets (Florida, Colorado, Georgia, Texas and Washington) and enable Air Pros to add locations and personnel; the company employs over 250 people across 10 service locations.

Affiliate of Peak Rock Capital Makes Strategic Growth Investment in Passport Technology

June 23, 2022

Payments & Fintech

An affiliate of Peak Rock Capital made a strategic growth investment in Passport Technology to provide capital and strategic support for the payments- and gaming-focused technology provider. The investment will help Passport expand its customer base, develop new technology-enabled products and services, and pursue additional strategic partnerships as it scales across additional end markets.

Delta Data Acquires Phoenix Systems Inc.

March 12, 2024

Financial Services

Delta Data, a Terminus Capital Partners company, acquired Phoenix Systems Inc., a fintech provider of global mutual fund transfer agent, sub-accounting and trading software. The deal expands Delta Data’s product capabilities into fund trading and record-keeping and accelerates its international footprint across Europe, Australia, the Caribbean and Canada.

Westbourne Capital Partners Leads Investment in Delta Precision Components

January 24, 2022

Manufacturing

Westbourne Capital Partners, together with SRS International Holdings, Stephens Capital Partners, Lakeview Capital and First Haven Capital, completed a strategic growth investment in Delta Precision Components to support the company's expansion in Aerospace & Defense and Alternative Powertrain end-markets. Delta, a Livonia, Michigan-based precision gear designer and manufacturer founded in 1952, will retain its current leadership while leveraging new capital and added management (President and CFO) to pursue customer and capability expansion.

CW Advisors Acquires Delta Financial Group and Leathe & Associates

March 25, 2025

Wealth Management

CW Advisors, an SEC-registered investment management firm headquartered in Boston, has acquired Delta Financial Group, a fee-only RIA with $1.3 billion AUM based in Basking Ridge, New Jersey, and Leathe & Associates, an RIA in Eliot, Maine. Terms were not disclosed; Gladstone Group Inc. facilitated the Delta transaction. Following the deals, CW Advisors now operates 15 offices, has over 125 employees, and manages more than $12 billion of AUM.