This acquisition is the sixth that F2 has carried out in three years. It is backed by Renovus Capital Partners, a private equity house.

F2 Strategy, a US-based wealth management technology and marketing services consultancy, said yesterday that it has bought Meradia – an investment management and tech consulting firm – for an undisclosed sum. 

The move comes at a busy time for F2, which has acquired six firms since Renovus Capital Partners took a majority stake in it in June 2023. In March, F2 said Ryan Beach (pictured below) had rejoined as CEO.

Ryan Beach

Recent F2 acquisitions include those of Aliter Investment Services and HBMJ Consulting. Other additions include Oakbrook Solutions, SKY Marketing, and MD Solutions.

Founded in 1997 by president and CEO Scott A Wybranski, Meradia is a strategic advisory and implementation consultancy that serves investment managers, asset owners, pensions, family offices and wealth managers across the US and Canada. The firm specializes in operations and technology consulting across trading and investment operations; investment performance, risk and analytics; and data and digital transformation.

F2 plans a phased integration, with Meradia’s leadership team remaining in place and all employees continuing with the combined organization. The combined organization now has over 200 professionals to serve its complex and diverse clients.

Wybranski and Laurie J Hesketh, managing director, cross strategy and operations of Meradia, remain significant owners and continue in leadership roles, F2 said. 

This news service spoke to F2 in 2024 about how a significant minority of family offices had been reluctant to adopt modern technology.