Private Equity Firm Business Services

Integrum Holdings

New York, New York, United States

Integrum is an investment firm focused on partnering with technology-enabled services companies.

Focus Areas
Corporate finance advisory, Accounting and transaction advisory, Valuation and disputes/investigations
Website
integrum.us

Tracked deals

6

6 tracked deals across 2022-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Growth capital

3 growth capital · 2 buyout · 1 addon

Integrum Holdings Acquisition Volume by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for Integrum Holdings. 1 2022 1 2023 1 2024 2 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Buyer
    Allworth Financial, Integrum Holdings, Lightyear Capital, Ontario Teachers' Pension Plan
    Target
    Sachetta, Arthur Stein Financial
    Location
    United States
    Type
    Addon

    Allworth Financial acquired Sachetta, a Massachusetts-based wealth management and tax advisory firm with approximately $1.1 billion in assets under management. The company also acquired Arthur Stein Financial, a Bethesda, Maryland-based RIA focused on comprehensive financial planning for federal employees and retirees, expanding Allworth’s Greater Boston and Mid-Atlantic footprint.

  • Buyer
    Integrum
    Target
    True
    Industry
    Staffing & HR

    Integrum, a private investment firm, made a significant strategic investment in True, the Philadelphia-based executive talent management platform, to fund True's next phase of growth. As part of the partnership Integrum is adding senior leaders to True’s board to support expansion of its technology-led talent, advisory, and search offerings.

  • Buyer
    Integrum Holdings LP
    Target
    Stout
    Seller
    Audax Private Equity
    Type
    Buyout

    Integrum Holdings LP entered into a strategic partnership in which it will invest alongside Stout’s employee shareholders, with the transaction expected to close in the third quarter of 2025. Audax Private Equity, which previously invested in Stout in 2021, completed its exit when Integrum acquired Stout on July 16, 2025.

  • Buyer
    Integrum Holdings LP
    Target
    Program Productions

    Integrum Holdings LP has made a significant investment in Program Productions, a Lombard, Illinois-based provider of live sports production crewing, payroll and workforce management backed by its ProCrewz platform. Management, including Executive Chairman Bob Carzoli, will remain in place and remain meaningful investors as Integrum partners with the company to deepen customer relationships and expand into adjacent live event markets.

  • Buyer
    Integrum (Integrum Holdings LP)
    Target
    Strategic Risk Solutions (SRS)

    Integrum has made a strategic investment in Strategic Risk Solutions (SRS), the world's largest independent insurance company manager, to support SRS's geographic expansion, service offering growth, and pursuit of strategic acquisitions and partnerships. SRS's CEO Brady Young and the current management team will remain in place; the transaction is subject to customary closing conditions and regulatory approvals.

  • Buyer
    Integrum
    Target
    MerchantE
    Seller
    Cielo
    Type
    Buyout

    Integrum, a New York-based investment firm, has agreed to acquire MerchantE, an Alpharetta, Georgia-based full‑stack payments platform previously owned by Cielo. Integrum intends to invest in MerchantE's product, customer success and go-to-market capabilities to grow the company as a payments platform serving mid‑market B2B merchants.

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