M&A Deal Summary |
|
|---|---|
| Date | 2025-10-15 |
| Target | HBMJ Consulting |
| Sector | Business Services |
| Buyer(s) | F2 Strategy |
| Deal Type | Add-on Acquisition |
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F2 Strategy is a wealth management technology and marketing services firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. F2 Strategy was founded in 2016 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-09 |
Aliter
Boston, Massachusetts, United States Aliter is a boutique management consulting firm focused on delivering operations, technology, and outsourcing solutions to investment managers, service providers, and financial product firms. It transforms operations through business transformation, technology strategy and implementation and outsourcing initiatives such as middle‑office support and fund administration. Aliter was formed in 2017 and is based in Boston, Massachusetts. |
Buy | - |
