Announced
Financials
Tags
Pending
Private
United States
Friendly
Single Bidder
Domestic
Majority
Private Equity
business management consultant
Management Consulting
Acquisition
Synopsis
F2 Strategy, a wealthtech management consulting firm helping complex RIA, wealth, bank/trust and family office firms, agreed to acquire Oakbrook Solutions, a consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers, from Renovus Capital, a lower middle market private equity firm specializing in the Knowledge and Talent industries. Financial terms were not disclosed. "This strategic deal marks a pivotal moment in our journey, as we combine our strengths with Oakbrook and add the support of Renovus Capital. Together, we will leverage our collective capabilities to uncover new opportunities, expand market reach, and deliver unparalleled results for our clients. I am honored to lead this unified team and couldn’t be more excited for the transformative impact we will have on the industry,” Doug Fritz, F2 Strategy Co-Founder and CEO.
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