Announced

Red Oak completed the acquisition of 4U Platform.

Synopsis

Red Oak, a financial services compliance software, completed the acquisition of 4U Platform, a real-time, multimedia collaboration, management, and measurement platform. Financial terms were not disclosed. “By joining forces with Red Oak, we’re delivering a first-of-its-kind solution that streamlines compliance from review to distribution—giving firms greater efficiency, regulatory confidence, and an optimized experience for advisors and their work to support investors,” Denise Wypiszenski, 4U Platform Co-CEO.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Red Oak completed the acquisition of 4U Platform.