Tracked deals
35
35 tracked deals across 2017-2026.
Private Equity Firm
Financial Services
HGGC
Palo Alto, California, United States
HGGC is a middle-market private equity firm that partners with management teams to transform good businesses into great companies through partnership-oriented investing, including platform investments, add-ons, and exits.
- Focus Areas
- Middle-market investing, Private equity investments, Partnership-oriented investment platform
- Website
- www.hggc.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Addon
14 addon · 12 growth capital · 8 buyout
HGGC Acquisition Volume by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 35 tracked deals for HGGC.
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- Buyer
- Equity Methods, HGGC
- Target
- Equity Plan Solutions (EPS)
- Industry
- Professional Services
- Location
- Arizona, United States
- Type
- Addon
Equity Methods, backed by private equity firm HGGC, signed a definitive agreement to acquire the assets of Equity Plan Solutions (EPS), a boutique equity plan administration firm. The acquisition adds EPS’s 22-person team and expands Equity Methods’ end-to-end equity compensation capabilities, including administration, valuation, financial reporting, and HR advisory.
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March 13, 2026
- Buyer
- Waverly Advisors, LLC, Wealth Partners Capital Group, HGGC's Aspire Holdings platform
- Target
- McBride Financial Advisors
- Seller
- Michael McBride
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Addon
Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, acquired McBride Financial Advisors, a wealth management firm based in Seahurst, Washington. The acquisition adds McBride’s client base and approximately $181 million in AUM to Waverly and is Waverly’s second Pacific Northwest deal in 2026.
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October 6, 2025
- Buyer
- HGGC
- Target
- Sterling Brokers
- Seller
- True Wind Capital
- Industry
- Insurance
- Location
- Ontario, Canada
- Type
- Buyout
HGGC completed an investment in Sterling Brokers, a Toronto-based benefits brokerage and third-party administrator, acquiring the company from True Wind Capital. Financial terms were not disclosed; Carlyle Direct Lending and Northleaf Capital Partners provided debt financing to support the transaction.
-
June 30, 2025
- Buyer
- True North Advisors, LLC, Wealth Partners Capital Group (WPCG), HGGC (Aspire Holdings)
- Target
- Blue Investment Partners LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
True North Advisors, a Dallas-based registered investment adviser, has acquired Danville, California-based Blue Investment Partners, adding approximately $353 million in AUM and expanding True North’s presence in the San Francisco Bay Area. The deal is True North’s second acquisition since forming a growth partnership with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform and closed June 30, 2025; financial terms were not disclosed.
-
May 5, 2025
- Buyer
- HGGC, Snapdragon Capital Partners, Leonard Green & Partners
- Target
- Fullscript
- Industry
- Healthcare Services
- Location
- Ontario, Canada
- Type
- Recapitalization
Fullscript, a healthcare platform powering whole-person care, announced an expanded investment from private equity firms HGGC and Snapdragon Capital Partners, supported by a continuation vehicle led by Leonard Green & Partners as sole lead investor. The financing provides liquidity options to existing investors while supplying capital to support Fullscript's next phase of growth and further development of its provider-facing platform and fulfillment capabilities.
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April 29, 2025
- Buyer
- HGGC
- Target
- Equity Methods
- Seller
- Montage Partners
- Industry
- Professional Services
- Location
- Arizona, United States
- Type
- Buyout
Palo Alto-based private equity firm HGGC has acquired majority ownership of Equity Methods, a Scottsdale-based provider of valuation, financial reporting, and HR advisory services for equity compensation, from Montage Partners. HGGC will support Equity Methods' growth by strengthening its technology capabilities, human capital, and service offerings as the firm expands its reach into larger enterprise clients.
-
March 25, 2025
- Buyer
- Waverly Advisors, LLC, Wealth Partners Capital Group, HGGC
- Target
- GGM Wealth Advisors
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Addon
Waverly Advisors, a PE-backed registered investment adviser, has acquired Baltimore-based GGM Wealth Advisors, adding a team that manages over $400 million in AUM and expanding Waverly’s footprint into Maryland and Virginia. The deal closed March 21, 2025 and is an add-on to Waverly’s platform (backed by Wealth Partners Capital Group and HGGC), increasing the platform’s total AUM to roughly $16.9–17.4 billion.
-
February 22, 2024
- Buyer
- HGGC, Century Equity Partners, Rimkus management team
- Target
- Rimkus Consulting Group, Inc.
- Industry
- Engineering Services
- Location
- Texas, United States
- Type
- Growth capital
HGGC has made a strategic growth investment in Rimkus Consulting Group, with existing minority investor Century Equity Partners and Rimkus management rolling significant equity into the transaction. The investment will support Rimkus’s capability expansion, technology investments, and further geographic and service-line growth; financial terms were not disclosed.
-
- Buyer
- Grand Fitness Partners, HGGC
- Target
- Eight Planet Fitness locations (Central Valley, California)
- Seller
- PCV Holding Co. LLC
- Industry
- Healthcare Services
- Location
- California, United States
- Type
- Addon
Grand Fitness Partners, an HGGC-backed Planet Fitness franchisee, has acquired eight Planet Fitness locations in California's Central Valley from PCV Holding Co. LLC; the sellers rolled part of the proceeds into Grand Fitness and retain a minority stake. The acquisition expands Grand Fitness' California footprint (cities include Fresno, Modesto and Stockton) and is an add-on to support organic growth and new-club development.
-
- Buyer
- Marmic Fire & Safety, HGGC
- Target
- Absolute Fire Protection, Kansas City Fire & Security, West Memphis Fire Extinguisher, F.L. Sons Fire Equipment Company
- Seller
- Absolute Fire Protection, Kansas City Fire & Security, West Memphis Fire Extinguisher, F.L. Sons Fire Equipment Company
- Industry
- Industrial Services
- Location
- United States
- Type
- Addon
Marmic Fire & Safety, a platform company owned by private equity firm HGGC, acquired four independent fire protection businesses — Absolute Fire Protection (Paragould, AR), Kansas City Fire & Security (Olathe, KS), West Memphis Fire Extinguisher (West Memphis, AR), and F.L. Sons Fire Equipment Company (Mackinaw, IL) — in Q1 2023. The deals expand Marmic's geographic footprint across Kansas, Missouri, Illinois, Arkansas and Tennessee and broaden its recurring life-safety services including fire extinguisher, sprinkler, alarm, suppression and related security/access offerings.
-
February 17, 2023
- Buyer
- Carlyle Global Credit, HGGC, Owl Rock (division of Blue Owl), Crescent Capital
- Target
- PCF Insurance Services
- Industry
- Insurance
- Location
- Utah, United States
- Type
- Growth capital
PCF Insurance Services, a top-20 U.S. insurance brokerage headquartered in Lehi, Utah, received a $500 million preferred equity investment co-led by Carlyle Global Credit and HGGC, with participation from Owl Rock (a division of Blue Owl) and Crescent Capital. The transaction values PCF at $4.7 billion and will support continued growth of its agency-centric platform (PCF serves 415,000+ clients and employs ~3,100 across 38 states).
-
January 19, 2023
- Buyer
- HGGC
- Target
- Dentive
- Industry
- Dental
- Location
- Utah, United States
- Type
- Growth capital
HGGC has made a strategic growth investment in Dentive, a founder-run dental service organization (DSO) that provides management services to doctor-owned general and specialty dental practices. The investment will support Dentive’s continued expansion — the company operates nearly 70 locations across nine states and was founded in 2019 by Tom Clark and Austin McFee.
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