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Featured Mergers, Acquisitions, and Capital Raise Transactions Closed via Axial
Solganick & Co. Advised Columbia Advisory Group in Sale to Heritage Holding
- Date June 18, 2025
- Transaction type Acquisition
- Industry Technology Services
Solganick & Co. served as the exclusive M&A advisor to Columbia Advisory Group, LLC (CAG) in its sale to Heritage Holding, integrating CAG into Heritage Holding's portfolio platform, Complete. Columbia Advisory Group specializes in cybersecurity, governance, risk, and compliance services, providing security assessments, compliance advisory, incident response, and risk management solutions to clients in higher education, state and local government, and the mid-market.
The transaction strengthens Complete’s managed IT and security services offering by adding CAG’s deep cybersecurity and compliance capabilities, enabling the combined platform to deliver more comprehensive, end-to-end technology and risk management solutions.
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