Access Global Group Announces Strategic Investment from Rockbridge Growth Equity
By Jenna Trott | 5 Minute Read
Access Global Group becomes the inaugural portfolio company under Rockbridge’s new FormativGroup platform, reinforcing its commitment to Salesforce innovation for the middle market.
Southlake, TX — April 9, 2025 — Access Global Group, a 5-star Salesforce Summit Partner and trusted advisor to clients across diverse sectors, announces a majority investment from Rockbridge Growth Equity, a Detroit-based private equity firm focused on building enduring partnerships with growth-oriented companies.
This marks the first investment under Rockbridge’s FormativGroup, a new platform designed to modernize application development, data architecture, and consulting services for the middle market. The partnership reflects a shared vision for advancing digital transformation through thoughtful innovation, scalable architecture, and deep domain expertise.
Gene Chao, an industry veteran with leadership roles at IBM and Unisys, has been appointed CEO of FormativGroup and will oversee its strategy and expansion.
“We are excited to formally launch the FormativGroup platform with our acquisition of Access Global Group,” said Mr. Chao. “While enterprises of all sizes need to orchestrate and harness the power of modern applications, dynamic workflow designs, and the right data structures, we believe technology consulting and platform solutions in the middle market are particularly fragmented–which is also amplified around the emergence of GenAI, AI Reasoning, and newly created Ux/Ui models. We see strong demand for these services in this sector of the market and look forward to announcing more acquisitions soon.”
Access Global Group will continue to operate under the leadership of CEO Vamsi Bollineni and its existing management team. The company will remain focused on delivering tailored Salesforce implementations, integrations, and managed services, with expanded resources and strategic alignment to support long-term growth.
“Access Global Group is well aligned with FormativGroup’s group mission of delivering holistic, tailored technology consulting services to help mid-sized companies on their technology transformation journeys,” said Mr. Bollineni. “We are confident that by partnering with Gene, Rockbridge, and other companies with complementary offerings, Access Global Group will be better positioned for future growth.”
Honigman provided legal counsel for Rockbridge, with Shumaker serving as legal advisor to Access Global Group.
Access Global Group combines the agility of a boutique firm with the capabilities of a global system integrator. With over 15 years of specialized experience in financial services, AGG helps organizations optimize data for AI readiness, navigate complex regulatory landscapes, and bridge the gap between technical implementation and business strategy. A Salesforce Summit Partner, the company offers solutions on AppExchange and G2, reflecting its dedication to innovation, efficiency, and measurable success.
Access Global Group combines the agility of a boutique firm with the capabilities of a global system integrator. With over 15 years of specialized experience in financial services, AGG helps organizations optimize data for AI readiness, navigate complex regulatory landscapes, and bridge the gap between technical implementation and business strategy. A Salesforce Summit Partner, the company offers solutions on AppExchange and G2, reflecting its dedication to innovation, efficiency, and measurable success.
Founded in 2007, Rockbridge Growth Equity is a middle-market private equity firm committed to helping both founder-operated and established companies accelerate growth and build long-term, sustainable value. Rockbridge combines the flexibility of a financial sponsor with the benefits of a strategic partnership by leveraging the firm’s relationship with the Rock Family of Companies, which provides access to industry and functional expertise. As of year-end 2023, Rockbridge has regulatory assets under management of over $1.7 billion across its target sectors: e-Commerce and Marketing Services, Financial Services and Fintech, Tech-Enabled Products and Services, and Digital Media. Some of the key acquisitions of Rockbridge and the Rock Family of Companies include Redfin and Mr. Cooper.
Founded in 2007, Rockbridge Growth Equity is a middle-market private equity firm committed to helping both founder-operated and established companies accelerate growth and build long-term, sustainable value. Rockbridge combines the flexibility of a financial sponsor with the benefits of a strategic partnership by leveraging the firm’s relationship with the Rock Family of Companies, which provides access to industry and functional expertise. As of year-end 2023, Rockbridge has regulatory assets under management of over $1.7 billion across its target sectors: e-Commerce and Marketing Services, Financial Services and Fintech, Tech-Enabled Products and Services, and Digital Media. Some of the key acquisitions of Rockbridge and the Rock Family of Companies include Redfin and Mr. Cooper.
FormativGroup is a consulting and technology solutions firm specializing in applications development, data architecture, and platform services. The firm helps mid-sized businesses transitioning to a dynamic business environment modernize their business applications, optimize workflows, and enable emerging technologies.
FormativGroup is a consulting and technology solutions firm specializing in applications development, data architecture, and platform services. The firm helps mid-sized businesses transitioning to a dynamic business environment modernize their business applications, optimize workflows, and enable emerging technologies.
Keep Updated On Everything Salesforce, Data & AI
Subscribe to get the latest Salesforce blogs, guides, industry reports, events, and all things Salesforce related!
IN THE Spotlight
Forging Faster Futures: Salesforce Managed Services for the Public Sector. Read Blog 
Sleigh the Seasonal Slowdown: Maximize Productivity with These Salesforce Hacks. Read Blog
AGG Has Partnered with Microsoft Azure to Better Service Our Clients in Cloud Computing. Read Blog
How to Implement Agentforce Agents: AGG Guidelines to Success Read Blog
AGG Has Partnered with Amazon Web Services (AWS) to Offer a Comprehensive Range of Cloud Services. Read Blog
The Truth Behind Salesforce Consultants. Read Blog
SALESFORCE RESOURCES
Farmers Insurance Improved Their Sales Understanding. Read Story
MetLife Increases Sales Production & Reduces Manual Work. Read Story
Igniting Innovation: Guidewire + Salesforce Integration for Insurance.
Read Guide
A Match Made in Banking: Accelerating ROI with nCino and Salesforce.
Read Guide
Navigating the Salesforce Customer Journey with an Expert Salesforce Summit Partner. View Datasheet
