Calfee Congratulates Client Align Capital Partners and Platform Company Advantage Investigations on Its Acquisition of NorStar Investigations

Calfee congratulates client Align Capital Partners (ACP) and its national insurance investigative services platform, Advantage Investigations, on the recent acquisition of NorStar Investigations. The Charlotte, North Carolina-based Advantage Investigations is a provider of insurance investigative services that helps insurance carriers, third-party administrators (TPAs), self-insured companies and law firms validate the legitimacy of claims, identify and reduce fraud, control financial losses and support accurate claims resolutions. The Company’s nationwide network of in-house investigators delivers timely and actionable services across 45 states via its proprietary case management system.

Based in Fishkill, New York, NorStar provides surveillance, background checks, insurance fraud, insurance claim and legal investigations. The business primarily serves general liability insurance carriers, third-party administrators and law firms throughout New York, New Jersey and Pennsylvania. This partnership brings together two established investigative organizations with a shared commitment to delivering exceptional service, reliable results and deep industry expertise. This marks the second add-on for Advantage since partnering with ACP in late 2025 and the Company’s sixth overall. 

Align Capital Partners is a growth-oriented private equity firm that partners with business owners and management teams to help create shared success. ACP manages $3.2 billion in committed capital with investment teams in Cleveland and Dallas. ACP brings experience and resources to help lower-middle market companies accelerate their growth, to the benefit of management, employees and the firm’s investors. ACP makes control investments in differentiated companies within the business services, technology, specialty manufacturing and distribution sectors.

Calfee was pleased to represent ACP and Advantage Investigations in this transaction. The Calfee legal team was led by Firm Vice Chair and Corporate and Finance Partner Terrence F. (Terry) Doyle and Partner Mitchell L. Griffith and included Senior Counsel Erik H. Nielsen and Associate Attorney Blake S. Harves.

Read the full release here. 

With 50+ dedicated attorneys, the Corporate and Finance practice group at Calfee, Halter & Griswold LLP is one of the largest and most prolific in Ohio, handling a significant number of complex and sophisticated business and financial transactions for clients across the country and around the world. Calfee has a sophisticated and robust Mergers and Acquisitions, Divestitures, and Sales practice that annually consummates hundreds of M&A transactions, led by an active private equity client base and a large roster of public and significant privately held corporate clients. These financial and strategic buyers, coupled with our deep investment banking representations and relationships, drive a thriving and diverse M&A practice at Calfee. 

Calfee, Halter & Griswold LLP is a full-service corporate law firm with 160 attorneys and professionals in offices in Cleveland, Columbus, Cincinnati, and Indianapolis. Calfee serves clients in the Midwest, nationally and globally in the areas of Corporate and Finance, Employee Benefits and Executive Compensation, Energy and Utilities, Estate and Succession Planning and Administration, Government Relations and Legislation, Intellectual Property, Labor and Employment, Litigation, and Real Estate Law. Calfee has been recognized as a leading law firm by Chambers USA 2026 in Antitrust, Banking & Finance, Construction, Corporate/M&A, Employee Benefits & Executive Compensation, Energy & Natural Resources, Environment, Government Relations, Insurance, Intellectual Property, Labor & Employment, Litigation: General Commercial, Litigation: White-Collar Crime & Government Investigations, Public Finance, and Real Estate, and by Chambers HNW 2026 in Private Wealth Law. A founding member of Lex Mundi, Calfee offers international representation through a network of independent law firms with access to 22,000 attorneys located in more than 125 countries. Additional information is available at Calfee.com.