M&A Transactions in Massachusetts

YourBio Health is developing a product platform based on its proprietary Touch Activated Phlebotomy (TAP) painless blood collection platform enabling important diagnostic testing at the point of care by reducing the discomfort, anxiety and hassle of blood sample collection. YourBio Health was founded in 2007 and is based in Medford, Massachusetts.

Hims & Hers Health
Company
Information Technology
San Francisco, California
www.hims.com

FSA Wealth Management is an investment-advisory firm that provides financial planning, wealth management, retirement planning, estate and charitable planning, and investment management services. FSA Wealth Management was founded in 2006 and is headquartered in Needham, Massachusetts.

Allworth Financial
Company
Financial Services
Sacramento, California
www.allworthfinancial.com

Overbrook focuses on essential laboratory instrumentation services throughout the life cycle of the laboratory. It specializes in laboratory asset management, laboratory relocations, instrumentation engineering, maintenance and equipment planning, and provides support to the life sciences, biotech, materials, and environmental testing industries. Overbrook is based in Acton, Massachusetts.

Innovative Lab Services
Company
Business Services
Granville, Ohio
www.innlabserv.com

Grandview Partners is a wealth-management and financial-planning firm that provides personalised investment and portfolio-management services along with holistic financial planning for individuals and families. Grandview Partners was founded in 2019 and is based in Westwood, Massachusetts.

Kestra Financial
Company
Financial Services
Austin, Texas
www.kestrafinancial.com

Factor Bioscience's Dual-CAR T Programs are specifically designed to target patients with extramedullary disease (EMD), which we are referring to as TPST-2003 and are based in Cambridge, Massachusetts.

Tempest Therapeutics
Company
Life Science
Brisbane, California
www.tempesttx.com
Advisors: Cooley , MTS Health Partners

Factor Bioscience
Company
Life Science
Cambridge, Massachusetts
www.factor.bio

Semrush is a SaaS platform for online visibility management and digital marketing intelligence. It offers tools for SEO, PPC, content, competitive research, and brand monitoring giving marketers data-driven insights to improve web performance and strategy. Semrush was founded in 2008 and is based in Boston, Massachusetts.

Adobe
Company
Software
San Jose, California
www.adobe.com
Advisor: Wachtell, Lipton, Rosen & Katz

Acacia Insurance provides personal and commercial risk-management and insurance brokerage services, including home, vehicle, valuable articles, commercial coverage and speciality high-value risks. Acacia Insurance is headquartered in Waltham, Massachusetts.

King Insurance
Company
Insurance
Gainesville, Florida
www.king-insurance.com

Fiduciary Trust provides private wealth management, investment advisory, trust and estate-settlement services primarily for high-net-worth individuals, families, institutional clients and professional advisors. Fiduciary Trust was founded in 1885 and is headquartered in Boston, Massachusetts.

GTCR
Investor
Private Equity Firm
Chicago, Illinois
www.gtcr.com
Advisor: Kirkland & Ellis

Datasheets is a web platform offering engineers and electronics purchasing professionals a searchable database of electronic component datasheets and supporting technical documentation. Datasheets is based in Cambridge, Massachusetts.

EETech
Company
Digital Media
Boise, Idaho
www.eetech.com

SiliconExpert
Company
Information Technology
Centennial, Colorado
www.siliconexpert.com

Holden Humphrey is a wholesale distributor of speciality building materials such as siding, roofing, decking, and trim serving lumber dealers and one-step distributors in New England, New York, and northern New Jersey. Holden Humphrey was founded in 1987 and is headquartered in Chicopee, Massachusetts.

Boise Cascade
Company
Building Materials
Boise, Idaho
www.bc.com

Alcyone Therapeutics develops precision gene-based therapies for complex neurological conditions, with an emphasis on intrathecal delivery and cerebrospinal fluid-based dosing technologies. Alcyone Therapeutics was founded in 2012 and is headquartered in Lowell, Massachusetts.

Biogen
Company
Life Science
Cambridge, Massachusetts
www.biogen.com

Mersana Therapeutics is a clinical stage biopharmaceutical company, develops antibody drug conjugates (ADC) for cancer patients with unmet need. Mersana Therapeutics was founded in 2001 and is based in Cambridge, Massachusetts.

Day One
Company
Life Science
South San Francisco, California
www.dayonebio.com
Advisors: Fenwick & West , Gordon Dyal & Co. Advisory Group

Charles River Insurance is an independent insurance agency offering a broad range of personal and commercial insurance coverages, including auto, homeowners, renters, flood, and umbrella policies, as well as business and speciality lines for sectors such as hospitality, cannabis, and construction. Charles River Insurance was founded in 1988 and is based in Framingham, Massachusetts.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

Breezy Seguros is an independent insurance agency that provides personal and commercial insurance products, including auto, homeowners, renters, general liability, and workers’ compensation, primarily serving Latino individuals, families and business owners. Breezy Seguros was founded in 2017 and is based in Framingham, Massachusetts.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

CareAcademy provides high-quality, state-approved training for home care agencies, home health agencies, franchise systems, and payors that increases learner knowledge for better health outcomes. With easy-to-use, web-based courses and a robust administrator platform, it offers education and compliance solutions for home care and home health organisations of all sizes, from small agencies to multi-state enterprises. CareAcademy was founded in 2016 and is based in Boston, Massachusetts.

Activated Insights
Company
Software
Dallas, Texas
www.activatedinsights.com

First Trust Capital Partners
Investor
Growth Capital Firm
Wheaton, Illinois
www.ftcapitalpartners.com

Goldman Sachs Asset Management
Company
Financial Services
New York, New York
www.gsam.com

PriceStats develops economic indicators using online data to measure inflation, price trends, and purchasing power parity across global markets. PriceStats provides daily inflation series and PPP indices used by financial institutions, economists, and policymakers for real-time economic analysis. PriceStats was founded in 2010 and is based in Cambridge, Massachusetts.

State Street
Company
Financial Services
Boston, Massachusetts
www.statestreet.com