Confluence Advisors, LLC (“Confluence”) served as the exclusive advisor to LitCon Group, LLC (“LitCon”) with respect to its sale to The Vertex Companies, LLC ("Vertex"), a portfolio company of Wind Point Partners ("WPP"). Terms of the transaction were not disclosed.
Headquartered in Alexandria, VA, LitCon Group is a leading dispute advisory firm specializing in financial analysis, forensic accounting, and construction-related services to aid in the resolution of complex litigation, arbitration, and mediation. The Company’s expert team provides thorough, independent analysis and testifies to ensure critical information is accurately presented to judges, juries, and decision-makers. The firm’s services cover a broad range of industries, including construction, government contracts, commercial litigation, and insurance claims, as well as sectors like energy and oil and gas.
Rob Peterson, Managing Director of LitCon shared, “Working with Confluence Advisors was a game-changer for us. They handled every step of the sale process with unmatched professionalism and care, ensuring we achieved the best possible outcome for our team and our business. Thanks to their dedication and expertise, we felt confident every step of the way and couldn’t be happier with the result.”
Headquartered in Weymouth, MA, Vertex is a multidisciplinary consulting firm that provides engineering, environmental, construction project advisory, and forensic consulting services worldwide. The firm’s diverse expertise supports complex projects across various industries, including construction, real estate, legal, and insurance sectors.
Wind Point Partners is a Chicago-based private equity firm specializing in acquiring and enhancing middle-market businesses across North America. With approximately $6 billion in assets under management as of June 30, 2024, the firm has completed over 90 platform acquisitions and more than 400 add-on acquisitions.