Teneo Acquires Majority Stake in WestExec Advisors

Teneo Acquires Goldin Associates

August 25, 2020

Professional Services

Teneo, the global CEO advisory firm, acquired Goldin Associates LLC, a boutique financial advisory firm specializing in distressed situations, restructuring, valuation and fiduciary roles. The acquisition brings Goldin's restructuring expertise into Teneo's Capital Advisory segment to expand the firm's restructuring and restructuring-advisory capabilities.

Teneo Acquires Ridgeway Partners

January 4, 2021

Professional Services

Teneo has acquired UK-based Ridgeway Partners, a London-headquartered advisory firm specializing in executive search, board appointments and succession planning. The deal brings Ridgeway's leadership-talent capabilities into Teneo's global CEO advisory platform (terms not disclosed); Sue O'Brien OBE will become Chairman of Ridgeway and continue to lead the team as part of Teneo.

Victory Capital Acquires WestEnd Advisors

November 4, 2021

Financial Services

Victory Capital Holdings, Inc. entered into a definitive agreement to acquire 100% of WestEnd Advisors, LLC, a Charlotte-based asset manager that provides ETF-based model allocation strategies and separately managed accounts with approximately $18 billion in assets. The deal was announced November 4, 2021 (upfront consideration of $480 million plus deferred earnouts) and the acquisition closed on December 31, 2021.

Teneo Acquires PwC Australia Business Restructuring Services Unit

July 17, 2025

Professional Services

Teneo is expanding its Financial Advisory presence in the Asia‑Pacific by acquiring PwC Australia's Business Restructuring Services unit. Approximately 80 professionals, including team leader Stephen Longley, will join Teneo as it strengthens operations in Sydney and Melbourne and opens a new Brisbane office.

Mercer Global Advisors Acquires West Oak Capital

September 2, 2025

Wealth Management

Mercer Global Advisors, a national RIA headquartered in Denver, acquired West Oak Capital, an Eagle, Idaho-based wealth advisory firm managing approximately $500 million in client assets. The deal expands Mercer’s presence in Idaho and Southern California and brings West Oak’s team and multigenerational family-office capabilities onto Mercer’s platform.

Mosaic Consulting Group Acquires Westward Consulting

July 6, 2021

IT Services

Mosaic Consulting Group completed the acquisition of Westward Consulting on June 30, 2021. The deal brings Westward’s Kronos/workforce-management expertise into Mosaic’s UKG-focused implementation, support and optimization practice to broaden Mosaic’s HCM and workforce-management services.