Addition establishes third vertical focused on pooled investment servicing, widening capabilities and reinforcing category leadership

CHICAGO: #Acquisition--F2 Strategy (“F2”), a leading wealth management technology and marketing services company, today announced its acquisition of Aliter Investment Services (“Aliter”), a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers such as global banks, data integrators and technology firms. The acquisition expands F2’s capabilities into asset servicing for pooled investment vehicles, complementing its existing Bank Trust and Wealth verticals. Asset Servicing becomes F2’s third core vertical, enhancing the firm’s strategic consulting, execution and delivery across the financial services ecosystem.

“Aliter represents a natural and strategic extension of our business,” said Ryan Beach, CEO at F2 Strategy. “With deep expertise and a client base that includes leading asset managers, global banks, insurance companies and data and technology firms, Aliter provides F2 with enhanced scale and the ability to deliver even more comprehensive consulting solutions for our clients.”

Founded by Dan Ahern and Keith Totten, Aliter brings decades of leadership experience spanning top-tier investment and asset servicing firms. The firm is recognized for its agile, boutique approach to consulting, combining strategic insight with execution-focused delivery. Aliter’s culture–defined by flexibility, structure and measurable outcomes—closely aligns with F2’s client-centric ethos and commitment to delivering practical solutions.

“We saw F2 as a partner who understands our business and can further scale what we've built. This is going to be a transformational partnership where we can maintain our unique culture while expanding our capabilities across new verticals like wealth, RIA, digital and AI services,” said Ahern. “It's a classic 'one-plus-one-equals-three' scenario – we are now bigger and better and can do more for our clients by offering cross-functional solutions that we couldn't offer before.”

Totten added: “At Aliter, we’re about rolling up our sleeves and delivering meaningful change and results for our clients. This partnership gives us the scale to do even more for our clients while maintaining the boutique feel and flexibility they have come to value. This deal immediately increases our reach across our clients’ broader needs for investments including wealth, AI and managed services.”

This is F2 Strategy’s second acquisition of 2025 and its fourth since announcing a majority investment from private equity firm Renovus Capital Partners two years ago. In an environment where wealth and asset servicing firms are under increasing pressure to modernize operations and deliver more agile, client-centric solutions, F2 Strategy’s acquisition of Aliter Investment Services reflects a strategic move to meet that demand.

“With Aliter and the many talented professionals we’ve welcomed over the last two years, F2 has grown from a US-focused wealthtech consultancy to an integrated platform of technology, operations, marketing, and compliance solutions to the global asset and wealth management industries,” said Lee Minkoff, managing director at Renovus Capital Partners. “By integrating Aliter as a dedicated asset servicing vertical within the platform, F2 is executing on its vision to offer advisory and execution across the entirety of the financial services value chain.”

You can learn more about Aliter at aliteris.com. For additional information about F2 Strategy’s technology, marketing and asset servicing consulting offerings, visit f2strategy.com.

About F2 Strategy

F2 Strategy is a consulting, managed services and research firm modernizing the wealth and asset management industry. Operating across Wealth, Bank & Trust, and Asset Servicing verticals, F2 delivers executive-level guidance, proprietary research, and implementation support to the nation’s largest and fastest growing financial institutions. Built on firsthand insight and a people-first mindset, F2 empowers clients to build smarter systems, streamline operations, and drive sustainable growth. Strategic acquisitions and deep industry expertise position F2 as a leader in transforming how firms serve their clients. Learn more at www.f2strategy.com.

About Aliter Investment Services

Founded in 2017 and headquartered in Boston, Aliter Investment Services, LLC is a boutique management consulting firm focused on delivering operations, technology and outsourcing solutions to investment managers, service providers and financial product firms. Aliter transforms operations through business transformation, technology strategy and implementation and outsourcing initiatives such as middle‑office support and fund administration. Learn more at aliteris.com.

About Renovus Capital Partners

Founded in 2010, Renovus Capital Partners is a lower middle-market private equity firm specializing in the Knowledge and Talent industries. From its base in the Philadelphia area, Renovus manages over $2 billion of assets across its several sector focused funds. The firm's current portfolio includes over 30 U.S. based businesses specializing in education and workforce development and services companies in the technology, healthcare, and professional services markets. Renovus typically makes control buyout investments in founder owned businesses, leveraging its industry expertise and operator network to make operational improvements, recruit top talent and pursue add-on acquisitions. Visit us at www.renovuscapital.com and follow us on LinkedIn.

Fonte: Business Wire