Private Equity Firm Financial Services

The Cynosure Group

Salt Lake City, Utah, United States

Independent alternatives investment manager with four business lines: private growth equity & private credit, foundation & endowment portfolio management, integrated wealth management for ultra-high-net-worth individuals, and quantitative hedge fund strategies.

Focus Areas
Private growth equity, Private credit, Foundation and endowment portfolio management

Tracked deals

6

6 tracked deals across 2021-2026.

Recent pace

4

4 tracked deals announced in the last 12 months.

Deal mix

Buyout

4 buyout · 1 growth capital · 1 recapitalization

The Cynosure Group Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for The Cynosure Group. 1 2021 1 2024 ~5 est. 4 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Hamilton Lane-Backed Continuation Fund Enables Cynosure Liquidity in Savant Wealth
    July 30, 2026
    Buyer
    Hamilton Lane, Cynosure Partners
    Target
    Savant Wealth Management
    Industry
    Financial Services
    Location
    Illinois, United States
    Type
    Recapitalization

    Cynosure Partners secured a $270 million minority continuation investment in Rockford, Illinois-based RIA aggregator Savant Wealth Management through a vehicle led by Hamilton Lane. The transaction injects fresh capital while giving earlier Cynosure investors an option for liquidity about 10 years after the original 2016 investment.

  • The Cynosure Group Purchases Black Rock Coffee Bar and Extinguishes Founders' Margin Loan
    May 18, 2026
    Buyer
    The Cynosure Group, LLC
    Target
    Black Rock Coffee Bar, Inc., Black Rock Coffee Holdings, LLC
    Seller
    Entities and trusts affiliated with Black Rock Coffee Bar founders (Daniel Brand and Jeff Hernandez)
    Industry
    Consumer Products
    Location
    Oregon, United States
    Type
    Buyout

    Black Rock Coffee Bar announced that entities and trusts affiliated with its founders consummated a transaction in which The Cynosure Group, LLC purchased all equity interests in Black Rock Coffee Bar and Black Rock Coffee Holdings, LLC that were pledged as collateral for the founders’ IPO-related margin loan. The margin loan was fully repaid and extinguished, and Cynosure acquired approximately 13.6 million shares of Black Rock Coffee Bar common stock. Founders Daniel Brand and Jeff Hernandez remain active board members and meaningful shareholders after the transaction.

  • The Cynosure Group Backs Management-Led Spin-Out of Threadline Wealth From Moss Adams (Baker Tilly)
    March 27, 2026
    Buyer
    The Cynosure Group, Threadline Wealth management (majority-owned by management)
    Target
    Threadline Wealth, Moss Adams Wealth Advisors
    Seller
    Moss Adams
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    Threadline Wealth has launched as an independent registered investment advisor following the separation of Moss Adams Wealth Advisors from accounting firm Moss Adams, which merged with Baker Tilly in 2025. The newly independent firm is majority owned by management and backed by The Cynosure Group, positioning it as a regional boutique wealth manager for high-net-worth clients.

  • The Cynosure Group Acquires Utah Development and Construction to Form Joint Venture Platform With Clyde Capital Group
    February 27, 2026
    Buyer
    The Cynosure Group, Clyde Capital Group (a subsidiary of Clyde Companies)
    Target
    Utah Development and Construction (UDC)
    Industry
    Real Estate
    Location
    Utah, United States
    Type
    Buyout

    The Cynosure Group acquired Park City-based Utah Development and Construction (UDC) to create a new development platform jointly owned by Clyde Capital Group and Cynosure Elevations, Cynosure’s real estate investment division. The joint venture will focus on developing hospitality and mixed-use projects in premier resort markets across the Intermountain West.

  • Rock Hill Capital & Cynosure Group Invest in Service Truck Depot
    March 5, 2024
    Buyer
    Rock Hill Capital, The Cynosure Group
    Target
    Service Truck Depot
    Seller
    Foundation Automotive
    Industry
    Manufacturing
    Location
    Texas, United States
    Type
    Buyout

    Service Truck Depot, a Fairfield, Texas maker of custom-built service and mechanics trucks, received a transformative investment from Houston-based Rock Hill Capital and Salt Lake City-based The Cynosure Group. The transaction facilitates the buyout of previous partner Foundation Automotive and provides growth capital to expand product offerings, accelerate growth and reach new end markets.

  • The Cynosure Group Makes Growth Investment in Fresh Consulting
    December 30, 2021
    Buyer
    The Cynosure Group
    Target
    Fresh Consulting
    Industry
    IT Services
    Location
    Washington, United States
    Type
    Growth capital

    Seattle-area technology consulting firm Fresh Consulting received a strategic growth investment from The Cynosure Group. The minority capital injection will support Fresh's capability expansion (including internal development and M&A) while the company's founders and management remain majority owners.

Related Acquisition Pages

Consumer Products Buyers & Acquisitions 1 tracked deal by The Cynosure Group. Financial Services Buyers & Acquisitions 1 tracked deal by The Cynosure Group. IT Services Buyers & Acquisitions 1 tracked deal by The Cynosure Group. Manufacturing Buyers & Acquisitions 1 tracked deal by The Cynosure Group. Acquisitions in Illinois 1 tracked deal by The Cynosure Group. Acquisitions in Oregon 1 tracked deal by The Cynosure Group. Acquisitions in Texas 1 tracked deal by The Cynosure Group. Acquisitions in Utah 1 tracked deal by The Cynosure Group.

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