Professional Services Acquisitions in California

SolomonEdwards has acquired CFO's Domain, a Los Angeles-based consulting and recruiting firm specializing in Office of the CFO advisory services. The deal expands SolomonEdwards' finance and accounting consulting capabilities, strengthens its West Coast presence, and brings CFO's Domain's co-founders into the SolomonEdwards leadership team.

CrossCountry Consulting, a business advisory and technology solutions firm headquartered in McLean, Virginia, has acquired CDS, a San Francisco-based financial due diligence provider. The acquisition deepens CrossCountry's transaction advisory capabilities by integrating CDS's buy-side and sell-side financial due diligence expertise into a new Financial Due Diligence practice led by CDS partners Brian Drue and Anthony Azevedo.

Coalesce Capital announced a majority recapitalization of Marshall & Stevens, a leading independent valuation, litigation support, and transaction advisory firm. Management will retain a meaningful ownership stake and Coalesce will support growth through investments in talent, technology, and strategic acquisitions; the transaction closed in December 2025.

Engage PEO has acquired Aspen HR, a San Francisco-area professional employer organization (PEO) founded in 2017, to expand Engage's national footprint and deepen its presence in California and the alternative investment sector. The deal combines Aspen HR's white-glove HR services and industry expertise with Engage's compliance-focused consulting, risk management capabilities, and national benefits programs.

Cresa has acquired CMPG, a Diamond Bar-based project management firm, expanding its project management capabilities and regional footprint across Southern California. All 22 CMPG employees will join Cresa, with CMPG leaders Christie Fischetti and Dyana Elam joining as Managing Principals and Cresa retaining CMPG's Inland Empire office.

CarData, Inc. has acquired DiamondLot, a Southern California vehicle merchandising and dealership photography services provider founded by Rick Wolverton. The acquisition strengthens CarData's footprint in the competitive Southern California market, retains select DiamondLot staff, and aims to enhance service capacity and technology-enabled merchandising for franchise dealerships.

FVLCRUM Funds completed an investment in Professional Security Consultants (PSC) through its electronic security platform, SafeTouch Security, creating an integrated physical-and-electronic security offering. The transaction positions PSC to scale nationally alongside SafeTouch's technology-driven services and expands FVLCRUM's security platform capabilities.

Northstar Capital provided a credit facility and an equity co‑investment to support Seaside Equity Partners’ refinancing of TalentSmartEQ, a San Diego‑based provider of emotional intelligence training, assessments and certification programs. The recapitalization strengthens TalentSmartEQ’s balance sheet and positions the company for continued growth in the corporate training and EQ assessment market, where its solutions have been adopted by a majority of Fortune 500 companies.

Proceed (formerly Counsel Press) has acquired Rapid Legal, Inc. and its proprietary LegalConnect platform, based in Chino Hills, California. The deal expands Proceed's West Coast presence and strengthens its e-filing and service-of-process technology capabilities to support law firms and corporate legal teams nationwide.

PRO EM National Event Services has acquired Top Productions, a California-based provider of event flooring and specialty structure solutions. The deal expands PRO EM's flooring, scaffolding, mezz deck and double-deck inventory and strengthens its West Coast presence to better serve large-scale sporting events, concerts, festivals and corporate activations.

Broadshore Capital Partners’ management team, led by CEO Brad Howe, has acquired the majority ownership interest formerly held by The Guardian Life Insurance Company of America, making the firm fully independent and management‑owned. The transition will not affect day‑to‑day operations or senior leadership as Broadshore continues to manage equity and debt real estate investments nationally.

Salt Lake City-based Platform Accounting Group has acquired Santa Rosa, California-based AWG Wine Advisors (formerly Allen Wine Group). The add-on acquisition expands Platform Accounting Group's outsourced accounting, tax, and fractional CFO services into the winery/wine industry vertical and brings AWG's specialized wine inventory and bulk wine cost accounting capabilities into Platform's portfolio.

Aperture, LLC, a Genstar Capital portfolio company, announced the acquisition/partnership of Biomechanical Consultants, Inc., a forensic biomechanics and expert‑witness firm founded by Dr. Sean Shimada in Davis, California. The deal brings Biomechanical Consultants’ injury‑biomechanics and crash‑reconstruction capabilities into Aperture’s national forensics platform to enhance its litigation support and expert witness services.

Powerling, a PE-backed global content and language services provider, has acquired Idem Translations, Inc., a Palo Alto-based language services firm specializing in medical device and life sciences certified translations. The deal expands Powerling's US West Coast presence and deepens its life-sciences capabilities as Idem's founder, Mariam Nayiny, retires.

Foundation Source, the Fairfield, Connecticut-based provider of philanthropic software and services, has acquired San Francisco-based Pacific Foundation Services (PFS). The add-on expands Foundation Source's capabilities in foundation management, increases charitable assets under administration to nearly $40 billion, and brings PFS's team and leadership (CEO Charles R. Casey) into Foundation Source; the transaction was completed on June 4, 2025 with terms undisclosed.

Rimkus, a global engineering and technical consulting firm, has acquired Huntley‑Fenner Advisors Inc., a boutique human factors consultancy led by Dr. Gavin Huntley‑Fenner. The acquisition adds three human factors experts to Rimkus Life Sciences and expands the firm's human factors capabilities for clients in medical devices, pharmaceuticals, and consumer product safety.

The Acacia Group has entered a strategic growth partnership with Connor Consulting Corp., providing new capital and operational support to accelerate Connor’s product and customer experience innovation. Connor, a San Francisco-based specialist in royalty and software license compliance and advisory services, will leverage Acacia's technology-enabled services expertise to scale into new markets and enhance its service capabilities.

Image Options, a Foothill Ranch-based visual communication and fabrication firm, has acquired interdisciplinary design and fabrication studio SPMD. The deal expands Image Options' creative and fabrication capabilities, integrating SPMD's design-to-build expertise and client relationships into Image Options' production platform.

CTI, the largest privately held AV integration and events provider in the U.S., has acquired LightWerks of Carson, California to expand its West Coast footprint and establish its first presence in Boise, Idaho. The acquisition adds LightWerks' AV integration and event capabilities and client relationships across education, commercial, and entertainment markets to CTI's nationwide operations.

Alpine Intel, a Charlotte-based forensic investigation platform, has acquired Mecanica Scientific Services Corporation, a California-based firm specializing in crash reconstruction, event data analysis, and forensic 3D animation. The acquisition expands Alpine Intel's auto and commercial-vehicle capabilities, broadens its geographic footprint on the West Coast and Southwest, and will integrate Mecanica's services across Alpine Intel's operating brands.

Amtivo Group has acquired International Standards Authority, Inc. (ISA), an ANAB‑accredited certification body headquartered in Corona, California. Completed in March 2025, the add-on strengthens Amtivo's North American footprint and enhances its aerospace certification capabilities (AS9100/AS9120) by adding ISA's West Coast client base and specialist team.

Northlane Capital Partners (NCP) has made a growth investment in Plus Delta Partners (PDP), a provider of fundraising training and tools for higher education, healthcare organizations and other nonprofits. Stellus Capital Management provided senior unitranche financing and an equity co-investment to support the transaction; PDP's management team and founder also participated alongside NCP.

Davies has acquired Premier Claims Management (PCM), a Santa Ana, California-based provider of professional and general liability claims services. The deal brings Marilyn Bonetati and more than 40 PCM colleagues (including 16 coverage attorneys) into Davies’ North American claims operations and strengthens Davies’ claims handling capabilities for the Lloyd’s market across the U.S. and parts of Canada.

Global consulting firm J.S. Held has acquired substantially all assets of Luttrell Wegis, a specialized forensic accounting and business valuation practice serving family law and civil litigation clients in California. The roughly 40-person team will join J.S. Held to strengthen its family law, asset tracing, and valuation capabilities.

SolomonEdwards, a Renovus Capital Partners-backed professional services firm, has acquired Dominion Advisory Group (DAG), a U.S.-based anti-money laundering (AML) advisory and financial crime consulting firm. DAG founders Jon Glass and Pete Balint will join SolomonEdwards as partners, all DAG employees will be retained, and the acquisition expands SolomonEdwards' AML and financial crime capabilities as part of its national growth strategy; terms were not disclosed.

Langan Engineering & Environmental Services has acquired Robert Stephen Consulting (RSC), a provider of Integrated Workplace Management Systems (IWMS) and GIS solutions, to expand its digital solutions and space-planning capabilities. The acquisition brings RSC's implementation expertise and staff into Langan's national digital/GIS practice to enhance workplace efficiency, asset management and facilities optimization for clients across corporate, government and healthcare sectors.

Prime Pensions, Inc. (PPI), a retirement plan administration and consulting firm headquartered in Florham Park, New Jersey, has acquired Piper Pension & Profit Sharing, a Los Angeles–based third-party retirement plan administrator. The acquisition expands Prime Pensions' West Coast presence and adds Piper's clients and team to PPI's national platform; financial terms were not disclosed.

MPAY, a privately held payroll and human capital management provider, has acquired Southland Data Processing (SDP) effective July 1, 2024. The deal brings SDP's client base and payroll processing expertise into MPAY's Payentry service bureau, expanding MPAY's capabilities and West Coast presence while maintaining continuity on the Millennium platform.

Magna Legal Services has acquired Bosco Legal Services, effective July 1, 2024. The deal brings Bosco's legal investigations, record retrieval, and process serving capabilities into Magna's litigation support platform and expands Magna's footprint and capabilities; Bosco owners Jeremiah, Joseph, and Job Jones will continue to lead the Bosco team within Magna.

Vensure Employer Solutions has acquired Emplicity, a Professional Employer Organization (PEO) headquartered in Irvine, California. The deal — Vensure's 74th acquisition — expands Vensure's PEO capabilities and increases its capacity to serve small and midsized businesses, particularly in California.

The AmeriFlex Group, an advisor-owned hybrid RIA based in Las Vegas, has acquired The W Source, a women-to-women professional networking platform co-founded by Hannah Buschbom. The acquisition brings The W Source’s nationwide chapter-based networking community in-house to support recruitment, professional development, and gender-parity goals among AmeriFlex partner advisors.

Godspeed Capital-backed Stengel Hill Architecture (SHA) has acquired Smith Consulting Architects (SCA), a San Diego-based architecture, master planning and interior design firm employing 15 professionals. The transaction is the first add-on to SHA's AEC platform and expands the platform's geographic footprint into California while broadening its capabilities across healthcare, industrial, government and retail markets.

OneDigital has acquired Tru HR Solutions, a Tustin, California-based human resources consulting firm. The acquisition expands OneDigital’s HR consulting footprint in Southern California and brings Tru HR’s six-member team and client base of more than 300 SMBs onto OneDigital’s platform.

Consello Capital, the private equity arm of The Consello Group, has acquired a majority stake in ProSearch Strategies, a tech-enabled legal services and eDiscovery provider. The investment will support ProSearch's growth, expansion of its technology and AI capabilities, and deepen its services to enterprise legal departments; financial terms were not disclosed.

Stout acquired Torrey Partners, a San Diego-based economic, forensic accounting, and valuation services firm of approximately 25 professionals. The deal strengthens Stout's Disputes, Claims & Investigations practice and expands its West Coast presence as an add-on acquisition to the PE-backed Stout platform.

SIB Holdings, a spend-management platform owned by O2 Investment Partners, has made a strategic investment in ProcureAmerica, a contingency-based cost reduction and contract compliance services provider headquartered in San Juan Capistrano, California. The ProcureAmerica leadership team will remain in place and the deal expands SIB's presence in government, higher education, and healthcare while broadening its spend-category expertise (utilities, telecom, waste).

Renovus Capital Partners acquired KP Labs, a Long Beach–based provider of technology-enabled solutions for corporate law departments, effective June 30, 2023. KP Labs (approximately 40 employees) will join Renovus' legal services portfolio and collaborate closely with HBR Consulting, LAC Group, and Wilson Allen while continuing to operate under its existing brand and leadership.

DecisionQuest, a U.S. Legal Support Company based in Houston, announced the acquisition of Trial Partners, Inc., a Los Angeles–area trial and jury consulting firm led by Dr. J. Lee Meihls. The deal expands DecisionQuest's trial consulting capabilities and national reach by adding Trial Partners’ experienced consulting team and services (jury research, mock trials, witness preparation, trial graphics, and trial technology).

YOUNG & Associates (a portfolio company of CIVC Partners) has acquired Guardian Group, Inc., a construction claims, surety and forensic engineering firm. Guardian will operate as a subsidiary of YA, with existing management retained to expand YA's professional services, national coverage and technical claims capabilities.

GCP Capital Partners, a New York-based middle-market private equity firm, has acquired Kurtzman Carson Consultants LLC (KCC) from Computershare Limited. The transaction (terms not disclosed) will provide KCC with capital and strategic support to expand its legal-services and settlement administration offerings.

Carriage Services, Inc. has acquired substantially all assets of Greenlawn Funeral Homes, Cemeteries and Cremations and Wood Family Funeral Service, including three funeral homes, two cemeteries and a cremation business in the Bakersfield, California market. The deal provides a succession solution for Greenlawn's leadership while expanding Carriage's local footprint in a market where Greenlawn holds approximately a 40% share.

ON Partners has acquired boutique retained search firm Olympus Search Partners and appointed its founder and managing partner Ashley Estes as a senior partner. The acquisition strengthens ON Partners' healthcare and TMT capabilities and expands its coverage with Estes splitting time between San Diego (La Jolla) and Madrid.

Authority Brands, the Columbia, Maryland-based home-services franchisor, has acquired Screenmobile, a national mobile screen repair franchise founded by the Walker family. The acquisition expands Authority Brands' portfolio of home service brands and brings Screenmobile's more than 145 territories and 115+ franchise owners into the platform; terms were not disclosed.

Secretariat has acquired Intensity, a specialist economic consulting and expert-testifying firm. The deal expands Secretariat's disputes and economic advisory capabilities—adding expertise in intellectual property, securities, antitrust, valuations, and commercial damages—and increases its presence in key U.S. markets.

Executive Home Care Holdings, a Riverside-backed holding company, acquired Grasons Co., an Orange County-based estate sale and business liquidation franchisor. The deal is an add-on to the Executive Home Care platform intended to expand the platform's senior services offering and pursue geographic expansion of Grasons' franchise footprint.

Riata Capital Group has led a recapitalization of Salon Republic in partnership with Founder and CEO Eric Taylor and the company's management team. The investment will fund accelerated geographic expansion and strategic growth for Salon Republic, a Woodland Hills-based operator of 24 salon suite locations serving over 2,500 beauty care professionals across seven markets.

Webb Foodservice Design Consultants has acquired Dieli Murawka Howe (DMH), a San Diego– and Las Vegas–based foodservice design firm, effective October 15, 2022. The deal expands Webb's K-12 and healthcare foodservice design capabilities and brings DMH's leadership (Richard Dieli) into Webb as a Principal.

Magna Legal Services, a portfolio company of CIVC Partners, has acquired Barkley Court Reporters, a provider of court reporting and deposition technology services. The add-on expands Magna’s litigation support capabilities and adds significant west coast coverage for its clients.

AnswerLab, a San Francisco–based UX research and consulting firm, secured a strategic growth investment from Shamrock Capital to expand its enterprise-level research offerings and scale its team. The capital will support AnswerLab's continued service and product development, board formation, and DEI initiatives as the firm pursues further growth.

AEA Growth, the growth-investing arm of AEA Investors, has made a strategic growth investment in Bespoke Partners, a San Diego–based retained executive search and leadership advisory firm focused on enterprise software. The capital will help Bespoke scale its team, further leverage technology in its services, and expand its offerings while founder Kristie Nova remains as Founding Partner and Eric Walczykowski serves as CEO.