Strategic Resource Alternatives Acquires J.J. Marshall & Associates

Location Services, LLC Acquires Strategic Remarketing Solutions, LLC

December 3, 2024

Transportation

Location Services, LLC, a recovery management company owned by Delaware Street Capital, has acquired Strategic Remarketing Solutions (SRS), a forwarding and remarketing firm based in Hoffman Estates, Illinois. The transaction expands Location Services' servicing footprint and capabilities—particularly its penetration into regional banks and credit unions—and brings SRS’s experienced workforce and remarketing/title services into the platform.

Marshall & Stevens Acquires Rocky Mountain Advisory, LLC

March 26, 2024

Accounting & Tax

Marshall & Stevens, a national valuation and advisory firm, has acquired Rocky Mountain Advisory, LLC, a Salt Lake City-based forensic accounting and litigation support firm. The acquisition expands Marshall & Stevens' dispute resolution and litigation support capabilities and adds a Salt Lake City office to its national platform.

Arthur J. Gallagher & Co. Acquires Strategic Services Group, Inc.

October 16, 2025

Insurance

Arthur J. Gallagher & Co. acquired Rochester Hills, Michigan-based Strategic Services Group, Inc., an employee benefits consulting firm. The deal expands Gallagher's employee health benefits consulting capabilities in Michigan and the Midwest; terms were not disclosed and the existing SSG team will remain in place.

Arax Investment Partners Acquires SRS Capital Advisors

June 23, 2024

Wealth Management

Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.

Health Management Associates Acquires Medical Audit Resource Services (MARSI)

June 2, 2022

Healthcare Services

Health Management Associates (HMA) has acquired Medical Audit Resource Services, Inc. (MARSI), a provider of medical coding, auditing, physician education, and revenue cycle management services. MARSI will continue to operate under HMA as Medical Audit Resource Services, an HMA Company, led by founder and owner Dr. Todd M. Husty; financial terms were not disclosed.

Marshall & Stevens Acquires Reliant Business Valuation

May 7, 2024

Accounting & Tax

Marshall & Stevens, an independent valuation and dispute consulting firm headquartered in Los Angeles, has acquired Reliant Business Valuation and Reliant Equipment Appraisals, a Cranbury, New Jersey–based SBA valuation and equipment appraisal specialist. The acquisition expands Marshall & Stevens' SBA valuation capabilities and adds SBA-compliant business and equipment appraisal expertise to its growing portfolio of valuation firms.