| Date | Title | Description |
| 22.01.2025 | Ally and CardWorks Reach Agreement on Sale of Ally’s Credit Card Business | CHARLOTTE, N.C. and WOODBURY, N.Y., Jan. 22, 2025 / — Ally Financial Inc. (NYSE: ALLY) and CardWorks, Inc. today announced that they have entered into a definitive agreement for CardWorks, and its wholly-owned bank subsidiary, Merrick Bank,... |
| 04.12.2024 | Zelis Adds Investors, Reflecting Strong Market Confidence in Mission |
BOSTON–Zelis, a leading provider of healthcare technology solutions, has agreed to sell a minority stake in the company to a group of investors, led by Mubadala Investment Company and including Norwest and HarbourVest. Parthenon and Bain C... |
| 23.09.2024 | Payroc Completes Acquisition of i3 Verticals’ Merchant Services Business | TINLEY PARK, IL- Payroc, the payments platform built for partners, has successfully completed its acquisition of i3 Verticals’ merchant services business. This strategic acquisition, first announced in June of this year, strengthens Payroc’... |
| 06.08.2024 | Cherry Bekaert Acquires Top-Tier Accounting Software Provider Kerr Consulting | RALEIGH, NC – Cherry Bekaert (the Firm) is pleased to announce the acquisition of Kerr Consulting, a premiere business applications and cloud technology provider servicing clients across the United States. The acquisition will position Cher... |
| 01.08.2024 | Tradeweb Completes Aquisition of ICD | Click here to see press release. |
| 08.07.2024 | Parthenon Capital Announces Strategic Growth Investment in Medical Review Institute of America | Salt Lake City, Utah — Medical Review Institute of America (“MRIoA” or the “Company”), a leading provider of outsourced utilization management and clinical review solutions to payers, announced a strategic investment from Parthenon Capital ... |
| 26.06.2024 | Payroc Signs an Agreement with i3 Verticals to Acquire Its Merchant Services Business | TINLEY PARK, Ill. — Payroc WorldAccess LLC (“Payroc”), the payments platform built for partners, today announced its intention to acquire the merchant services business and related payments software and technology solutions of i3 Verticals,... |
| 09.04.2024 | Parthenon Capital Sells Institutional Cash Distributors, a Leading Independent, Multi-Fund Investment Platform for Corporate Treasury Professionals, to Tradeweb Markets, Inc. | SAN FRANCISCO, CA – Parthenon Capital, a leading growth-oriented private equity firm, announced today the signing of a definitive agreement to sell Institutional Cash Distributors, LLC (“ICD”), an institutional investment software and techn... |
| 21.11.2023 | Titan Wealth Closes Partnership Transaction with Parthenon Capital | LONDON – Titan Wealth (Titan) finalised the closing of its previously announced partnership transaction with Parthenon Capital (Parthenon). Parthenon will provide access to additional resources as Titan executes on its strategy to provide i... |
| 08.10.2023 | MCM CPAs & Advisors Joins Cherry Bekaert | RALEIGH, NORTH CAROLINA – Cherry Bekaert (the Firm) is pleased to announce the completion of an acquisition transaction with MCM CPAs & Advisors LLP (MCM), a large regional accounting and advisory firm headquartered in Louisville, Kentu... |
| 15.08.2023 | Millennium Trust Announces Plans to Rebrand as Inspira Financial | OAK BROOK, Ill. — Millennium Trust Company, LLC, a leading provider of health, wealth, retirement, and benefits solutions, today announced its plan to rebrand as Inspira Financial. The transformation unifies Millennium Trust and its diverse... |
| 25.07.2023 | Etix in the News | Click here to see article in Business North Carolina. |
| 26.06.2023 | Parthenon Capital Promotes Dan Killeen to Partner | BOSTON — Parthenon Capital (Parthenon), a leading growth-oriented private equity firm, is pleased to announce the promotion of Dan Killeen to partner. Dan joined Parthenon in 2021 and is a senior member of the firm’s healthcare investment a... |
| 27.03.2023 | Parthenon Capital Announces Closing of Parthenon Investors VII | BOSTON — Parthenon Capital, a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin, announced its affiliate, Parthenon Investors VII (“Parthenon Fund VII”), held its first and final closing with more ... |
| 04.03.2023 | Newly Independent Pavilion Payments Announces Closing of Previously Announced Transaction | LAS VEGAS, NV –Pavilion Payments (“Pavilion” or the “Company”) has closed its previously announced transaction with Global Payments Inc. (NYSE: GPN) alongside Parthenon Capital (“Parthenon”), a leading growth-focused private equity firm. Fo... |
| 21.02.2023 | Titan Wealth Holdings Secures Major Strategic Investment from Parthenon Capital | Titan Wealth Holdings [Titan Wealth] is delighted to announce a major new investment in the group from Parthenon Capital [Parthenon]. Parthenon will work closely with Titan Wealth and the management team to support further growth in the bus... |
| 13.02.2023 | Parthenon Capital Announces Transition of Gaming Division of Global Payments to Pavilion Payments | Las Vegas – Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into a definitive agreement with Global Payments Inc. (NYSE: GPN) to acquire its gaming division and transition Global P... |
| 11.02.2023 | Choreo Announces Acquisition of Wealth Management Business from BDO
| CHICAGO (November 1, 2023) — Choreo, LLC (Choreo) today announced it has acquired the affiliated wealth management business of BDO USA. In addition, Choreo will become an independent member of the BDO Alliance USA Business Resource Network ... |
| 05.01.2023 | BirchStreet Names John Fay Chief Executive Officer | Las Vegas, NV – BirchStreet Systems, LLC, a leading provider of procure-to-pay software to the hospitality sector, today announced the appointment of John Fay as the company’s Chief Executive Officer, effective immediately. |
| 16.11.2022 | Choreo to Partner with Cherry Bekaert and Acquire Cherry Bekaert Wealth Management | Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further Expands Firm’s Footprint |
| 03.11.2022 | Choreo Announces Acquisition of Enso Wealth Management | California-based Wealth Manager with Approximately $1.8 Billion in Assets
Expands Firm’s West Coast Footprint |
| 06.10.2022 | Smart Data Solutions Announces Shashi Yadiki as Chief Executive Officer | Eagan, MN – Smart Data Solutions (SDS), a leading provider of data management, claim routing and workflow solutions to health plans and TPAs, announced that Shashi Yadiki has joined the company as its new Chief Executive Officer. A proven l... |
| 30.06.2022 | Cherry Bekaert Announces Strategic Investment from Parthenon Capital | RALEIGH, NORTH CAROLINA – Cherry Bekaert (“the Firm”) is pleased to announce Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, has made a strategic investment in the Firm’s business advisory practices. This inv... |
| 07.06.2022 | Millennium Trust Company Completes Acquisition of PayFlex® | OAK BROOK, Ill.– Millennium Trust Company, LLC, a leading provider of retirement, workplace, and custody services for employers, institutions, advisors, and individuals, today completed the previously announced acquisition of PayFlex Holdin... |
| 05.04.2022 | Millennium Trust to Acquire PayFlex from CVS Health | OAK BROOK, Ill.– Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of retirement and financial services for employers, institutions, advisors, and individuals, today announced it has signed a definitive agreement to acq... |
| 23.02.2022 | Oasis Financial Becomes Libra Solutions as Offerings Grow | Rosemont, IL – Oasis Financial announced today the change of its parent company name to Libra Solutions. The change was filed on January 10, 2022, and the company formally launched the new name February 23, 2022. |
| 22.02.2022 | Clinical Data Release Leader MRO Announces Acquisition of MediCopy | Norristown, PA – MRO Corporation (MRO), a leading clinical data acquisition and release platform and the KLAS-rated No. 1 provider of release of information (ROI) solutions, announced today the acquisition of Nashville, TN-based MediCopy, a... |
| 22.02.2022 | Newly Independent Advisory Firm Choreo Announces the Closing of Previously Announced Transaction | CHICAGO – Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, finalized the closing of its previously announced transaction whereby Parthenon Capital (“Parthenon”), a leading middle market private equity fir... |
| 15.02.2022 | Parthenon Makes Additional Investment in CardWorks | AUSTIN, Texas — Parthenon Capital is pleased to announce that it has made an additional investment in CardWorks, Inc., the parent company of CardWorks Servicing, Merrick Bank and Carson Smithfield. In connection with the transaction, Parthe... |
| 09.02.2022 | MRO Announces Jason Brown as Chief Executive Officer | Norristown, PA – MRO, Corp. (MRO), the leading clinical data release platform in healthcare, announced that Jason Brown has joined the company as its new Chief Executive Officer. A long-time veteran in healthcare, Brown has deep experience ... |
| 27.01.2022 | BirchStreet Systems Announces Investment from Parthenon Capital | LAS VEGAS — BirchStreet Systems (“BirchStreet” or the “Company”), a leading provider of procure-to-pay software to the hospitality sector, today announced an investment from Parthenon Capital (“Parthenon”), a leading growth-oriented private... |
| 05.01.2022 | Parthenon Capital to Acquire RSM’s Wealth Management Practice | CHICAGO, IL – RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, today announced they hav... |
| 03.01.2022 | Parthenon Capital Announces Latest Promotions, Anthony Orazio Promoted to Partner | BOSTON, MA — Parthenon Capital (Parthenon) is pleased to announce the firm’s latest round of promotions, including the promotion of Anthony Orazio to Partner. |
| 13.12.2021 | Leading Credit Rating Agency KBRA Acquired by Parthenon Capital Partners | NEW YORK — KBRA, a full-service global rating agency committed to innovation and integrity, today announced it has entered a deal with leading growth-oriented private equity firm Parthenon Capital Partners who will acquire a majority stake ... |
| 30.11.2021 | Trinity Life Sciences Recapitalizes With Kohlberg & Company | Global Expansion, New Innovative Offerings Will Continue To Be the Focus for the Company |
| 02.11.2021 | loanDepot Announces Pricing of Initial Public Offering | FOOTHILL RANCH, Calif. — LD Holdings Group LLC today announced that its newly formed affiliate, loanDepot, Inc. (“loanDepot”), has priced its initial public offering of 3,850,000 shares of its Class A common stock (“Common Stock”) at $14.00... |
| 02.11.2021 | Parthenon Capital Sells Envysion, a Leader in Enterprise Video Security and Business Analytics for the Retail Industry, to Motorola Solutions. | SAN FRANCISCO, CA — Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced that it sold Envysion, Inc., a leading software company providing business analytics combined with enterprise video to the quick-s... |
| 04.10.2021 | Parthenon Capital Announces Partnership with Smart Data Solutions | Positions Healthcare Workflow Automation Leader for Accelerated Growth and Expansion of its Payer-focused Claims Automation Solutions |
| 19.08.2021 | Venbrook Acquires RD Parisi and David Morse and Associates to Bolster Employee Benefits and Claims Services | Los Angeles – Venbrook Group, LLC (Venbrook), one of the largest independent insurance distribution and services firms in the U.S., announced today the acquisitions of RD Parisi Associates, Inc. (RD Parisi) and David Morse and Associates (D... |
| 11.08.2021 | Parthenon Capital Announces Sale of Periscope to mdf commerce | Austin, Texas — Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced today the signing of a definitive agreement to sell Periscope Holdings, Inc. (“Periscope”) to mdf commerce inc. (“mdf commerce”). The ... |
| 24.06.2021 | American Trust Company Signs Agreement to Acquire LT Trust Company | MEMPHIS, Tenn. — American Trust Company (American Trust), a leading, full-service provider of retirement solutions to small- and mid-sized plan sponsors, has signed a definitive agreement to acquire Denver based LT Trust Company (LT Trust),... |
| 15.06.2021 | BillingTree Acquired by REPAY | Transaction Highlights Continued Success of Leading Financial Technology Franchise |
| 14.06.2021 | MRO Announces Acquisition of Clinical Data Interoperability Company FIGmd | FIGmd’s interoperability technology and solutions accelerate |
| 03.06.2021 | Dan Killeen Joins Parthenon Capital | Parthenon Capital is pleased to announce that Dan Killeen has joined the firm as a principal and senior member of its healthcare team. Dan will be based in Parthenon’s Boston office and will focus on various sectors of healthcare technology... |
| 07.04.2021 | Mid Atlantic Capital Group Announces Deal with PensionPro | PITTSBURGH — Mid Atlantic Capital Group (Mid Atlantic), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today the acquisition of Harrisburg, Pennsylvania-based Pensi... |
| 10.03.2021 | MRO Announces Acquisition of Cobius Healthcare Solutions | Cobius’ reimbursement and compliance software and workflow solutions expand |
| 25.02.2021 | DaySmart Appoints Patrick Shanahan Chief Executive Officer to Accelerate Growth | ANN ARBOR, Mich. —DaySmart Software, the leading provider of business management software empowering small business growth, has appointed Patrick Shanahan as its chief executive officer (CEO). He steps into the role following more than a ye... |
| 16.02.2021 | DaySmart Acquires Vetter Software | Veterinary practice management software expands DaySmart’s pet services offering |
| 06.01.2021 | Parthenon Capital promotes Kurt Brumme to Partner and Tom Hough to Principal | BOSTON, MA — Parthenon Capital (Parthenon) is pleased to announce the promotion of Kurt Brumme to partner and Tom Hough to principal. |
| 22.12.2020 | DaySmart Software Acquires AppointmentPlus | Ann Arbor, Mich. – DaySmart Software, the leading provider of business management software empowering entrepreneurs to operate and grow their businesses, today announced the acquisition of Scottsdale, AZ-based AppointmentPlus, a leading onl... |
| 14.12.2020 | $4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth | |
| 10.12.2020 | Parthenon Capital Exits Investment in Revenue Cycle Management Leader abeo | Boston, MA – Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, has completed the sale of abeo Management Corporation (“abeo”), a provider of outsourced revenue cycle management (“RCM”) and practice management s... |
| 08.12.2020 | Allworth Financial acquires Bastoni Financial Services | SACRAMENTO, Calif. – Allworth Financial (“Allworth”) has entered into a definitive agreement to acquire the financial planning and investment advisory firm Bastoni Financial Services (“Bastoni”) of Folsom, California. With roughly $270 mill... |
| 16.11.2020 | EdgeCo Holdings Announces Agreement with Goss Advisors | PITTSBURGH, PA & NEW ORLEANS, LA — EdgeCo Holdings, L.P. (“EdgeCo”) announced today it has entered into a definitive agreement with GWM Advisors LLC (“Goss Advisors”). Goss Advisors, a leading New Orleans-based RIA supporting independen... |
| 27.10.2020 | Allworth Financial Announces the Acquisition of Pathways Financial Partners of Tucson, Arizona | SACRAMENTO, Calif. – Allworth Financial (“Allworth”) has entered into a definitive agreement to acquire Pathways Financial Partners (“Pathways”) of Tucson, Arizona. With roughly $158 million in assets under management, Pathways becomes Allw... |
| 20.10.2020 | Parthenon Capital Agrees to Sell its Stake in Allworth Financial | SACRAMENTO, CA and SAN FRANCISCO, CA – Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced today it has signed a definitive agreement to sell its position in Allworth Financial (“Allworth” or the “Compa... |
| 08.09.2020 | EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | MEMPHIS, TN. & LEXINGTON, KY (BUSINESS WIRE)—EdgeCo Holdings, L.P. (“EdgeCo”) has entered into a definitive agreement with Unified Trust Company, N.A. (“Unified Trust”) to become part of its subsidiary, American Trust Company (“American... |
| 05.08.2020 | Zelis Announces 30-Year Healthcare Technology Veteran, R. Andrew Eckert, as New Chief Executive Officer | Bedminster, NJ – Zelis, the industry’s leading claims cost and payments optimization platform with proprietary technology and solutions to price, pay and explain healthcare claims, announced that R. Andrew Eckert has joined the company as i... |
| 27.07.2020 | Parthenon Capital Mid-Year Update | It is hard to believe the longest bull market in history only ended on March 10, 2020, just a few months ago. We are in a unique period for the entire world, with few precedents and significant economic, business, political and social uncer... |
| 22.07.2020 | Parthenon Capital Completes Growth Recapitalization of Nuvem | BOSTON, MA — Nuvem Health (“Nuvem” or the “Company”), a high-growth, healthcare technology company offering pharmacy claims administration and related analytics solutions to safety net healthcare providers, announced the completion of a rec... |
| 12.05.2020 | RxSense Announces Investment From Parthenon Capital | |
| 01.04.2020 | Allworth Financial Announces the Acquisition of Houston Asset Management | SACRAMENTO, Calif. – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, has acquired the financial planning and investment advisory firm Houston Asset Management (“HAM”). HAM manages approximately $450 million of cl... |
| 19.02.2020 | Parthenon Capital Sells ScentAir | SAN FRANCISCO — Parthenon Capital, a leading growth-oriented private equity firm, announced today that it sold its position in portfolio company ScentAir Holdings, Inc (“ScentAir” or the “Company”). The transaction represents the culminatio... |
| 07.01.2020 | United Community Banks, Inc. Completes Acquisition of Three Shores Bancorporation, Inc. and its Wholly Owned Bank Subsidiary, Seaside National Bank & Trust | Seaside brand to continue in Florida as Seaside Bank and Trust |
| 09.12.2019 | Parthenon Capital Announces Closing of Parthenon Investors VI, LP | Parthenon Capital, a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin, announced today its affiliate, Parthenon Investors VI, LP (“Parthenon Fund VI”), held its first and final closing with more t... |
| 29.10.2019 | Allworth Financial Announces Acquisition of RAA | SACRAMENTO, CA and DALLAS, TX – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, has acquired RAA, one of the country’s largest financial planning firms specializing in serving the airline community. RAA manages a... |
| 28.10.2019 | MRO Announces Transaction with Parthenon Capital | Norristown, PA – MRO Corporation (MRO), a leader in the secure, compliant and efficient exchange of protected health information (PHI), announced today the completion of an investment transaction with Parthenon Capital (Parthenon), a growth... |
| 27.10.2019 | Payment Industry Leaders Combine – Payroc Merges with Payscape, NXGEN and BluePay Canada Fueled by Parthenon Capital | DES PLAINES, Ill. & TINLEY PARK, Ill.–Payroc LLC, a leading merchant acquirer and payment processor, is excited to announce it has entered into a definitive agreement to merge with Payscape, NXGEN International, and BluePay Canada. The ... |
| 16.10.2019 | DaySmart Software Completes Growth Recapitalization with LLR Partners and Parthenon Capital | Ann Arbor, MI. – DaySmart Software, an industry leading provider of integrated business management software to the salon, pet care, spa and tattoo industries, today announced it has completed a growth-oriented recapitalization led by LLR Pa... |
| 06.06.2019 | Oasis Financial Selects New CEO | Financial services veteran Greg Zeeman selected to lead Rapidly growing specialty finance company |
| 09.05.2019 | Allworth Financial Announces Acquisition of Blueprint Financial | SACRAMENTO, Calif., – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, has acquired Michigan-based investment firm Blueprint Financial (“Blueprint”). Blueprint manages approximately $80 million of client assets. W... |
| 02.05.2019 | Parthenon Capital brings together NXGEN International & Payscape to create Industry Leader in FinTech | ATLANTA – NXGEN International and Payscape, two premier payments companies announced their merger today. The merger will provide the opportunity for NXGEN International and Payscape to combine global resources and expertise to best serve th... |
| 29.04.2019 | First Mercantile Trust, a subsidiary of EdgeCo Holdings, Completes Strategic Acquisition of American Trust Retirement | Memphis, TN and Dubuque, IA |
| 10.04.2019 | Zelis and RedCard Complete Merger to Become Next Generation Leader in Healthcare Payments Optimization | BEDMINSTER, NJ and ST. LOUIS, MO – Healthcare payments technology leaders Zelis Healthcare (“Zelis”) and RedCard Systems (“RedCard”) today announced the successful completion of their previously announced merger. The combined company provid... |
| 21.02.2019 | Aquiline Capital Partners Announces Agreement to Acquire Relation Insurance Services | NEW YORK, NY and WALNUT CREEK, CALIF. – February 21, 2019 – Aquiline Capital Partners LLC, a New York and London-based private equity firm investing in financial services and technology, announced today that it has entered into a definitive... |
| 11.02.2019 | First Mercantile Trust, a subsidiary of EdgeCo Holdings, Announces Agreement for Strategic Acquisition of American Trust Retirement | Memphis, TN, and Dubuque, IA – First Mercantile Trust Company (“FMT”) has entered into a definitive agreement to acquire American Trust Retirement (“ATR”) from American Trust & Savings Bank. FMT is a subsidiary of EdgeCo Holdings, Inc. ... |
| 01.02.2019 | Hanson McClain Advisors Announces Agreement to Acquire Hugh B. Phillips Retirement Group | SACRAMENTO, Calif., Feb. 1, 2019 – 26-year old Hanson McClain Advisors (“Hanson McClain”) has announced it has acquired HBP Retirement Group (“HBP”). The acquisition continues Hanson McClain’s rapid expansion in the San Francisco Bay Area. ... |
| 10.01.2019 | Christine Lee joins BillingTree as Chief Executive Officer bringing 30+ years payments experience to emerging fintech powerhouse | Phoenix, Ariz. – BillingTree®, the payment problem solvers™, announced today the appointment of Christine “Chris” Lee as Chief Executive Officer. Former CEO Edgars Sturans will remain as a BillingTree Board member. Ms. Lee’s hiring comes at... |
| 08.01.2019 | Zelis and RedCard to Combine in Landmark Healthcare Technology and Payments Transaction | BEDMINSTER, NJ and ST. LOUIS, MO – Zelis Healthcare (“Zelis”) and RedCard Systems (“RedCard”) today announced a definitive agreement to merge their respective organizations, forming the next generation leader in healthcare payments optimiza... |
| 04.01.2019 | Abry Partners Agrees to Significant Investment in Millennium Trust | Pending transaction will facilitate further growth and investment; Parthenon Capital Partners to sell a controlling stake but remain as investors and on the board of directors |
| 03.12.2018 | Mid Atlantic Announces Agreement for Strategic Acquisition of First Mercantile | Pittsburgh, PA, December 3, 2018 – Mid Atlantic Capital Group (“Mid Atlantic”), a leading provider of technology, infrastructure, and support services to financial intermediaries, announced that it has closed on a transaction to acquire Fir... |
| 01.11.2018 | Hanson McClain Advisors Announces the Addition of Tax and CPA Services to its Offerings | SACRAMENTO, Calif., Nov. 1, 2018 – Hanson McClain Advisors, a leading financial planning investment advisory firm, is adding tax and CPA services to its retirement planning offerings, partnering with long-time Certified Public Accountant, M... |
| 10.10.2018 | First Data Announces Partnership with BlueSnap | NEW YORK – First Data (NYSE: FDC), a global leader in commerce enabling technology, and BlueSnap, a payments technology provider, today announced a partnership to combine the power of BlueSnap’s All-in-one Payment Platform with the suite of... |
| 27.08.2018 | Parthenon Capital Partners Announces Expansion: Austin Office to Open Fall 2018 | BOSTON, MA and SAN FRANCISCO, CA — Parthenon Capital Partners, a leading middle market private equity firm with offices in Boston and San Francisco, announced today its expansion to a third office in Austin, Texas. |
| 10.07.2018 | The Bancorp Bank Announces Transfer of Safe Harbor IRA Portfolio to Millennium Trust Company | WILMINGTON, Del., July 10, 2018 – The Bancorp, Inc. (NASDAQ: TBBK) announces that it has entered into an agreement to transfer all of its rights and obligations as custodian and trustee of its Safe Harbor IRA account portfolio to Millennium... |
| 05.06.2018 | Mid Atlantic Completes Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management | ● Mid Atlantic to invest further in client-centric tools, technology, and services
● Mid Atlantic to continue to expand product and service offering
● Newly formed holding company to pursue strategic acquisitions |
| 18.04.2018 | Cayan’s Henry Helgeson 2018 ETA Star Award Winner | Click here to see article in TRANSACT |
| 16.03.2018 | Parthenon Capital Announces Partnership Transaction With Trinity Partners | BOSTON, MA — Parthenon Capital Partners (“Parthenon”), a growth-oriented private equity firm, announced an investment in Trinity Partners, LLC (“Trinity” or the “Company”), a leading commercialization strategy and analytics firm that partne... |
| 14.03.2018 | Mid Atlantic Announces Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management | Pittsburgh – Subject to regulatory approvals, Mid Atlantic Capital Group (“Mid Atlantic”), a leading provider of custody, brokerage, trade processing, and financial services technology, announced that it has entered into an agreement that c... |
| 26.02.2018 | Parthenon Capital Announces Investment in RedCard | BOSTON, MA — Parthenon Capital Partners (“Parthenon”), a growth-oriented private equity firm, announced an investment in RedCard Holdings (“RedCard” or the “Company”), the leading provider of claims communications, payments and enrollment s... |
| 04.01.2018 | Hanson McClain Advisors Announces Agreement to Merge with Simply Money Advisors | SACRAMENTO, Calif. – Hanson McClain Advisors (“Hanson McClain”) and Simply Money Advisors (“Simply Money”), two leading financial planning investment advisory firms, have announced that they will merge. The merger, which remains subject to ... |
| 03.01.2018 | Ascension Insurance Rebrands as Relation Insurance Services | The Company is Positioned for Continued and Significant Growth in 2018 |
| 18.12.2017 | Parthenon Capital Partners Announces Sale of Cayan | Boston and San Francisco – Parthenon Capital Partners (“Parthenon Capital”), a leading growth-oriented private equity firm, announced that its portfolio company Cayan has entered into a definitive agreement to be acquired by TSYS (NYSE: TSS... |
| 05.12.2017 | Millennium Trust Company® Announces Acquisition of InspiraFS, Inc. | OAK BROOK, Ill., Dec. 5, 2017 /PRNewswire/ — Millennium Trust Company, LLC (“Millennium”), a provider of specialized custody and retirement services to advisors, financial institutions, businesses and individuals, has announced the acquisit... |
| 10.10.2017 | ICD Announces Major Growth Investment from Parthenon Capital Partners | San Francisco, CA — Institutional Cash Distributors (ICD), the world’s largest independent money market fund portal, and Parthenon Capital Partners (“Parthenon”), a growth-oriented private equity firm, have announced a strategic partnership... |
| 04.10.2017 | Parthenon Capital Partners and Hanson McClain Advisors Finalize Partnership to Expand | SACRAMENTO, Calif., – Hanson McClain Advisors, an independent investment financial advisory firm, and Parthenon Capital Partners (“Parthenon”), a growth-oriented private equity firm, have closed their previously announced strategic partners... |
| 01.08.2017 | CardWorks Closes Transactions with Three Financial Services Investment Firms | WOODBURY, NY – CardWorks is proud to announce that its parent company has welcomed three non-controlling minority shareholders. Affiliates of Pacific Investment Management Co. (PIMCO), Parthenon Capital Partners, and Reverence Capital Partn... |
| 26.07.2017 | Parthenon Capital Partners Invests to Expand Financial Advisory Firm Hanson McClain Advisors | SACRAMENTO, Calif. – Hanson McClain Advisors, an independent investment financial advisory firm, and Parthenon Capital Partners (“Parthenon”), a growth-oriented private equity firm, have announced a strategic partnership. The partnership be... |
| 20.07.2017 | eTix Announces Growth Investment from Parthenon Capital Partners | Morrisville, NC – eTix, a leader and innovator in ticketing software and solutions, announced today it has completed a growth-oriented recapitalization with Parthenon Capital Partners (Parthenon), a private equity firm with offices in Bosto... |
| 18.04.2017 | HMS Holdings Announces Closing of Eliza Corporation Acquisition | IRVING, Texas – HMS Holdings Corp. (the “Company” or “HMS”) (NASDAQ: HMSY), a leading provider of coordination of benefits, payment integrity and member health management solutions for payers, has completed the previously announced acquisit... |