March 17, 2026
M&A – Acquisition of Techcet CA, LLC
March 17, 2026
M&A – Acquisition of BMW Management CPA, P.C.
April 5, 2024
M&A – Kennedy Lewis Investment Management receives Strategic Investment from Petershill at Goldman Sachs Asset Management
December 17, 2023
Kudu Investment Management makes a minority investment in Sage Advisory Services
October 23, 2023
M&A – Acquisition of Oasis Senior Advisors
June 2, 2023
Equine Network Partnership with Pink Buckle and Ruby Buckle
January 27, 2023
Kudu Investment Management makes a minority investment in Escalate Capital Partners
January 23, 2023
Kudu Investment Management makes a minority investment in Variant Investments
August 26, 2022
Sigma7 acquisition of Intelligence Fusion
August 15, 2022
M&A – Merger of Enterprise Diversified, Inc. with CrossingBridge Advisors, LLC.
June 28, 2022
M&A – Sigma7’s Acquisition of Risk and Strategic Management, Corp.
May 31, 2022
M&A – Launch of Sigma7
May 16, 2022
Private Equity – Growth Capital Investment in USEReady by Abry Partners