Most recent deal Wednesday, July 29, 2026.
The Minneapolis-area firm oversees over $3 billion in assets across nine offices and will pursue acquisitions and expansion of its fee-based wealth management services.
The add-on brings a Cincinnati-based provider of scale calibration, installation and maintenance services to the platform, with transaction terms undisclosed in the announcement.
The add-on brings a produce distributor to the platform, with transaction terms undisclosed in the announcement.
The company provides critical mechanical and electrical maintenance services—including HVAC, fire, water, and gas systems—to mission-critical facilities, generating over £100 million in revenue.
The family-owned distributor generated more than $1 billion in 2025 revenue serving over 6,500 channel partners across the GCC and MENA region.
