Summit Partners, which invested in Patriot in 2019, and Patriot management will maintain significant minority ownership positions in the company.

Going forward, Schellman, a licensed CPA firm, will provide attest services, and Schellman Compliance, LLC, a newly formed entity, will provide non-attest services.

Ontario Teachers’ Pension Plan has agreed to acquire a 33.4 percent interest in Greenstone, a Sydney, Australia-based insurance distributor.

Kudu Investment Management has agreed to acquire a minority stake in Douglass Winthrop Advisors, an investment advisor.

Carlyle, three years into its investment, will remain a shareholder in the non-audit accounting and finance advisory firm.

BHMS Investments and Abry Partners have agreed to acquire a majority ownership stake in Innovisk Capital Partners, an insurtech company, from Willis Towers Watson.

CVC and Glendower Capital have agreed to merge and and form a partnership.

Victory Capital has agreed to acquire New Energy Capital Partners, an alternative asset management firm that invests in small-and mid-sized clean energy infrastructure projects and companies.

Cinven has agreed to make a majority investment in True Potential, a UK-based financial services company.

Align Capital managing partner Chris Jones, operating partner Dave Perotti, principal Matt Beesley and associate Aaron Lewis worked on the transaction.

L Squared Capital Partners has acquired Chicago-based Sterling Trading Tech, a provider of trading solutions to the professional and retail global capital markets.

Navacord Corp has acquired Komoka, Ontario-based C&C Insurance Group and Edmonton, Alberta-based Vanta Benefits, both group benefit and retirement brokerages.

Eden Capital has made an investment in Wall Street Prep, a financial training firm.

Alera Group, which is backed by Genstar Capital, has agreed to merge with Tacoma, Washington-based Propel Insurance Agency, an insurance broker.

MaxCap co-founders Wayne Lasky and Brae Sokolski will continue leading the company and retain remaining shares once the deal closes. 

Oxford Properties Group and co-investor Canada Pension Plan Investment Board have hired RBC Capital Markets to explore a potential sale of Toronto’s Royal Bank Plaza, Reuters reported.

Berry will work out of Rothschild's Boston office, which the firm is just opening.

SunTx Capital Partners has sold NationsBuilder Insurance Services, a provider of specialty construction risk management and insurance.

Apex Group is buying Sanne Group, a London-based provider of asset management services.

Canadian private equity firm Onex Corp has made an equity investment in Wealth Enhancement Group, a Minneapolis-based wealth management firm.