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Every Monday you get every deal announced in them, the buyer, the company and the capital named on it, and the ownership changes DFX inferred from filings. For a capital provider the same brief leads with the sponsors that closed in your sectors and who financed each one. Pick the sectors and the first brief shows here at once; the email is only so the next one reaches you.

This week in Business services

23,823 lower middle market companies on the record in Business services (23,823). Below: the deals announced in the last twelve months with the parties the announcement named, and the likely ownership changes DFX inferred from filings. Generated Sep 24, 2026.

Independent sponsors that closed in Business services
No sponsor-led deal with a named sponsor in these sectors in the last twelve months.
Deals announced in Business services, last twelve months
  1. Sep 3, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Pellechio Family Agency (Parsippany, NJ)
    World Insurance Associates LLC announced that it acquired the business of Pellechio Family Agency of Parsippany, NJ; as part of World, the agency can offer additional products and services to its customers.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  2. Aug 7, 2026Add onconfidence 70%
    Crunch Fitness acquired BAY Area Crunchers (San Lorenzo, CA)
    Crunch Fitness announced the acquisition of eight Bay Area Crunch Fitness locations from franchise group Bay Area Crunchers, closed August 1, 2026; operating partner Brian Calegari said the transaction marks an exciting new chapter for the Bay Area and the Crunch brand.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  3. Jul 28, 2026Add onconfidence 90%
    RTC Partners acquired Metacontrol Ingeniería (Santiago)
    Consertus, Inc., a portfolio company of RTC Partners, today announced that Metacontrol Ingeniería
    DFX analyst research (General-assisted, every claim URL-cited) consertus.com
  4. Jul 15, 2026Add onconfidence 90%
    RTC Partners acquired Program Controls, Inc. (PCI) (Miami, FL)
    Consertus, Inc., a portfolio company of RTC Partners, announced that Program Controls, Inc. (PCI) has officially joined the Consertus family
    DFX analyst research (General-assisted, every claim URL-cited) consertus.com
  5. Jul 7, 2026Add onconfidence 90%
    Citrin Cooperman Advisors LLC acquired LGA, LLP (Boston, MA)
    Citrin Cooperman announced the acquisition of LGA, LLP, a Boston-area accounting and business advisory firm; the acquisition expands Citrin Cooperman's deep New England presence, adding approximately 150 professionals.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  6. Jul 1, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Still Creek Insurance (Rockville, MD)
    World announced it acquired the business of Still Creek Insurance of Rockville, MD on March 1, 2026; the addition further expands World's presence in the Maryland area.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  7. Jun 30, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Clarke Insurance Inc. (Mount Holly, NJ)
    World announced it acquired the business of Clarke Insurance Inc. of Mount Holly, NJ on March 1, 2026; Clarke has a strong reputation and will strengthen World's presence in New Jersey.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  8. Jun 29, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Fillmore Insurance Agency (Brooklyn, NY)
    World Insurance Associates LLC, a Top 50 Insurance Brokerage, announced today that it acquired the business of Fillmore Insurance Agency of Brooklyn, NY on March 1, 2026.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  9. Jun 17, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Wolpert Insurance Agency, Inc. (Worcester, MA)
    World announced it acquired the business of Wolpert Insurance Agency of Worcester, MA on October 1, 2025; the addition of Wolpert further increases World's presence in Massachusetts and Rhode Island.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  10. Jun 16, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired ML Ruberton Agency (Hammonton, NJ)
    World announced it acquired the business of ML Ruberton Agency and MLR Risk Management of Hammonton, NJ on March 1, 2026.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  11. Jun 4, 2026Add onconfidence 90%
    Aprio acquired Waldron H. Rand & Company, P.C. (Dedham, MA)
    Aprio announced the acquisition of Waldron H. Rand & Company, a Dedham, Massachusetts accounting, tax and advisory firm founded in 1912 with more than 70 professionals and 12 partners, effective June 1, 2026.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  12. Jun 2, 2026Add onconfidence 90%
    Aprio acquired Isdaner & Company, LLC (Bala Cynwyd, PA)
    Aprio announced the acquisition of Philadelphia-area Isdaner & Company, a full-service accounting and advisory firm founded in 1967 with more than 70 professionals and a 10-partner team, effective June 1, 2026.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
Likely ownership changes
  1. Jan 1, 2024plan year 2024Likely ownership changeInferenceHoldCo rename, deal-structure wordconfidence 85%
    DEI Acquisition LLC (Marietta, GA) formerly DESIGN ENVIRONMENTS, INC
    Plan sponsor of record changed from DESIGN ENVIRONMENTS, INC to DEI ACQUISITION LLC, a deal-structure style name; no announcement found
    Rule: HoldCo rename with a deal-structure word (acquisition, buyer, midco, opco, topco, bidco, intermediate): an ownership change in 94% of adjudicated cases, 62% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 13, 2026
  2. Jan 1, 2024plan year 2024Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%
    Chipor Holdings, LLC (Portland, OR) formerly THE REVELRY GROUP
    Plan sponsor of record changed from THE REVELRY GROUP to CHIPOR HOLDINGS, LLC, a holding-company style name; no announcement found
    Rule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  3. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%
    Lmnop Holdings, LLC (Nashville, TN) formerly ABEL, MCCALLISTER & ABEL, LLC
    Plan sponsor of record changed from ABEL, MCCALLISTER & ABEL, LLC to LMNOP HOLDINGS, LLC, a holding-company style name; no announcement found
    Rule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  4. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%
    Martinez Holdings, LLC (Chandler, AZ) formerly SAFE T PROFESSIONALS, LLC
    Plan sponsor of record changed from SAFE T PROFESSIONALS, LLC to MARTINEZ HOLDINGS, LLC, a holding-company style name; no announcement found
    Rule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  5. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, deal-structure wordconfidence 85%
    Bronco Midco 2, LLC (Los Angeles, CA) formerly EVALFIRST, LLC
    Plan sponsor of record changed from EVALFIRST, LLC to BRONCO MIDCO 2, LLC, a deal-structure style name; no announcement found
    Rule: HoldCo rename with a deal-structure word (acquisition, buyer, midco, opco, topco, bidco, intermediate): an ownership change in 94% of adjudicated cases, 62% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  6. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%
    Seen Holding Corp (Brooklyn, NY) formerly CHUCK AGENCY LLC
    Plan sponsor of record changed from CHUCK AGENCY LLC to SEEN HOLDING CORP, a holding-company style name; no announcement found
    Rule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  7. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%
    Volker Legacy Holdings, Inc. (Fond Du Lac, WI) formerly COMMONWEALTH MANAGEMENT CORPORATION
    Plan sponsor of record changed from COMMONWEALTH MANAGEMENT CORPORATION to VOLKER LEGACY HOLDINGS, INC., a holding-company style name; no announcement found
    Rule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  8. Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, deal-structure wordconfidence 85%
    Empower Acquisition, LLC (Moraine, OH) formerly ELFAM CAPITAL, LLC
    Plan sponsor of record changed from ELFAM CAPITAL, LLC to EMPOWER ACQUISITION, LLC, a deal-structure style name; no announcement found
    Rule: HoldCo rename with a deal-structure word (acquisition, buyer, midco, opco, topco, bidco, intermediate): an ownership change in 94% of adjudicated cases, 62% of all 77 cases including unresolved
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
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