Insero Advisors buys Actel Advisory Group to expand strategic advisory services

By AI, Created 4:59 PM UTC, May 18, 2026, /AGP/ – Insero Advisors has acquired Rochester-based Actel Advisory Group, adding 11 employees and broadening its market research and strategy consulting capabilities. The deal is designed to give clients more integrated support across diligence, market opportunity, and operational risk.

Why it matters: - The acquisition expands Insero Advisors’ strategic business advisory platform at a time when clients want more integrated support across financial, market, and operational decisions. - The combination strengthens Insero’s ability to serve private equity investors, companies, and executives with faster diligence and broader advisory services. - Actel’s research and strategy work adds market intelligence capabilities that complement Insero’s accounting, tax, and financial due diligence offerings.

What happened: - Insero Advisors, LLC acquired Actel Advisory Group, a market research and strategy consulting firm. - The deal was announced May 18, 2026. - Insero Advisors is a Rallyday Partners portfolio company. - Actel Advisory Group is headquartered in Rochester, New York, and operates nationally. - The transaction adds 11 employees to Insero.

The details: - Actel Advisory Group was founded in 1989. - The firm has more than 35 years of experience helping companies, investors, and executives make strategic decisions. - Actel serves Fortune 100 companies, private equity firms, and privately held businesses. - Its client base spans aerospace, healthcare, manufacturing, energy, software, and logistics. - Actel’s services include voice-of-customer research, market assessments, competitive benchmarking, growth strategy, and custom intelligence solutions. - Insero employs about 160 professionals across offices in Rochester and Ithaca. - Insero says the acquisition expands the breadth and depth of solutions available to clients. - Insero operates an alternative practice structure in which Insero & Co. CPAs, LLP provides attest services and Insero Advisors, LLC provides business advisory, tax, and other non-attest services. - Insero is based in Rochester. - The firm says it partners with like-minded advisory and professional services firms to expand capabilities and deliver more integrated solutions. - Insero also says it offers a platform for experienced professionals seeking a next chapter focused on opportunity, collaboration, and impact. - Insero’s website is www.inseroadvisors.com. - Rallyday Partners is a Denver-based private equity firm. - Rallyday’s website is www.rallydaypartners.com. - The company contact listed in the release is Sarah Stage at Insero Advisors. - The release includes a social media link to Insero Advisors on LinkedIn.

Between the lines: - The deal gives Insero a clearer value proposition for private equity and other clients that want both accounting diligence and market validation from one platform. - Actel’s research capabilities may help Insero compete for higher-value advisory work beyond traditional accounting and tax services. - The transaction also signals continued consolidation among boutique professional services firms that want to build broader advisory platforms.

What’s next: - Insero and Actel will operate with expanded capabilities across the full business lifecycle. - Clients should expect more combined support around market opportunity, financial quality, and operational risk. - Insero’s broader platform may create additional growth opportunities for professionals and future partner firms.