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October 15, 2019

Portland financial technology firm acquires Texas consultant

Foreside Financial Group LLC, a Portland-based provider of compliance technology and services for the asset management industry, has acquired a consulting firm headquartered in Texas.

Terms were not disclosed in a news release Tuesday announcing Foreside’s purchase of Compliance Advisory Services, of Austin.

Foreside said it will integrate its proprietary compliance technology with CAS’ services, while maintaining the consulting firm’s hands-on approach.

“This opportunity to partner with CAS allows us to work together to expand our comprehensive regulatory and compliance suite of service offerings as well as maintain a structured business model and point of contact for all CAS clients,” said David Whitaker, president of Foreside. “This acquisition is a fundamental step in a series of roll-ups that will keep us at the forefront of the regulatory consulting landscape.”

Foreside serves more than 350 clients nationally and distributes more than $1 trillion of public company assets, according to its website. In addition to its Portland headquarters, the company operates regional offices in Boston; New York; Columbus, Ohio; and Berwyn, Penn.

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