Red Iron Group Makes Strategic Growth Investment in Graphite Financial; Graphite Acquires CPM Advisory Group

Red Iron Group Makes Strategic Investment in Charter Impact

November 4, 2024

Education

Red Iron Group, a Menlo Park-based private investment firm, has made a strategic growth investment in Charter Impact to provide long-term capital and operational support. The investment will help Charter Impact accelerate growth, broaden its technology-enabled services, and pursue potential strategic acquisitions while management (Co-CEOs Adam Kaeli and David Lueck) remain owners.

Toptal Acquires Graphite

January 7, 2026

Staffing & HR

Toptal has acquired Graphite and the Graphite brand, gaining access to an on-demand network of more than 12,000 rigorously vetted independent experts across finance, accounting, corporate strategy, marketing, and other functions. The acquisition expands Toptal’s talent and consulting capabilities and integrates Graphite’s high-caliber community into Toptal’s global Talent Network; financial terms were not disclosed and integration is underway.

Graphite Financial Acquires Furey

September 23, 2025

Professional Services

Graphite Financial, a finance, tax and accounting provider for venture-backed startups, has acquired Furey, a scalable accounting, finance and payroll services firm built for startups. The acquisition expands Graphite's service capabilities, client base and geographic presence and is supported by Graphite's investor Red Iron Group.

Red Iron Group Makes Growth Investment in 100% Chiropractic

June 5, 2024

Healthcare Services

Red Iron Group, a Menlo Park-based private investment firm, made a significant growth investment in 100% Chiropractic to provide financial, operational, and strategic support for nationwide expansion. The founders and current management remain significant shareholders as the firm plans to scale the franchised clinic network, invest in technology and analytics, and expand patient access across the health and wellness market.

Rise Growth Partners Makes Strategic Minority Investment in Bleakley Financial Group

August 20, 2024

Wealth Management

Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.

Growth Capital Partners Completes Minority Investment in Flint Global

January 7, 2022

Consulting

Growth Capital Partners (GCP) completed a minority growth investment in Flint Global — a London-headquartered political, policy, regulatory and competition advisory firm — as the third investment from GCP’s Fund V. The investment will support Flint’s next phase of growth, including talent acquisition, broadening its service offering and development of business functions while the founders and management continue to run the business.