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  6. CW Advisors Acquires Delta Financial Group

M&A Deal Summary

CW Advisors Acquires Delta Financial Group

On March 25, 2025, CW Advisors acquired financial services company Delta Financial Group from Peak Rock Capital

Acquisition Highlights
  • This is CW Advisors’ 1st transaction in the Financial Services sector.
  • This is CW Advisors’ 1st transaction in the United States.
  • This is CW Advisors’ 1st transaction in Florida.

M&A Deal Summary
Date 2025-03-25
Target Delta Financial Group
Sector Financial Services
Buyer(s) CW Advisors
Sellers(s) Peak Rock Capital
Deal Type Add-on Acquisition

Target

Delta Financial Group

Clearwater, Florida, United States
Delta Financial Group is an independent equipment finance platform that finances business-critical equipment across a wide range of industries and asset classes. The company was formed by a team of industry professionals and military veterans with a strong track record and network in both equipment finance and commercial lending. Delta Financial Group was founded in 1963 and is based in Clearwater, Florida.

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Buyer(S) 1

Buyer

CW Advisors

Boston, Massachusetts, United States
Category Company
Founded 2009
Sector Financial Services
DESCRIPTION

CW Advisors is an independent registered investment advisor offering wealth management and investment advisory services to high-net-worth individuals and families in the United States. CW Advisors was founded in 2009 and is based in Boston, Massachusetts.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1

Seller(S) 1

SELLER

Peak Rock Capital

Austin, Texas, United States
Category Private Equity Firm
Founded 2012
PE ASSETS 7.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Peak Rock Capital is a generalist private equity firm that makes debt and equity investments in middle-market companies. The Firm targets businesses with $50 million to $1 billion in revenue and can commit up to $500 million per transaction. Sectors of interest include business services, consumer products, distribution, energy services, healthcare, industrials, manufacturing, media, and metals. Peak Rock will consider a variety of transaction situations - from leveraged buyouts and recapitalizations to special situations. Peak Rock is based in Austin, Texas.

DEAL STATS #
Overall 21 of 23
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 10 of 10
State: Florida M&A 2 of 2
Country: United States M&A 19 of 21
Year: 2025 M&A 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-03-04 CollegeNET

Portland, Oregon, United States

CollegeNET is a developer of products for higher education, including the world’s first automated classroom scheduling system and the first patented system for serving institution-branded web-based admissions forms. CollegeNET was founded in 1979 and is based in Portland, Oregon.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-22 MCG Energy Solutions

Minneapolis, Minnesota, United States

MCG Energy Solutions provides a broad array of mission-critical solutions to energy companies, industrial businesses, and other entities on a global scale. MCG Energy Solutions was founded in 1995 and is based in Minneapolis, Minnesota.

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