Financial Services Add-on Acquisitions in 2026

Fiduciary Services Group (FSG) has acquired Future Planning Associates, Inc. (FPA), a Vermont-based third-party administrator and recordkeeper, and will integrate the business into DWC, FSG’s national TPA platform. The acquisition strengthens FSG’s New England footprint, adds recordkeeping capability, and addresses FPA’s upcoming technology transition by leveraging PCS Retirement’s modernization experience.

Boston-based CW Advisors has acquired Rovin Capital, a fee-only RIA with offices in Lehi, Utah and Mesa, Arizona, adding $849 million in combined assets under management and advisement. The undisclosed-term deal expands CWA's footprint in the western United States — giving CWA its first Utah office and making Mesa its second Arizona location — and positions Rovin to lead regional growth efforts.

Pivotal Growth Limited (part of the Pivotal group) has completed the acquisition of CLS Money Limited and entered into an agreement to acquire Simply Lending Solutions Limited, subject to customary closing conditions. The deals expand Pivotal’s specialist mortgage advisory capability in the UK, bringing together firms with a technology-led approach and a combined revenue base of more than £10 million and a combined workforce of over 100 colleagues.

Pepper Advantage, backed by J.C. Flowers & Co., has completed the acquisition of Computershare’s UK mortgage servicing business, Computershare Loan Services. The deal boosts Pepper Advantage’s UK AUM to ~£50 billion (global AUM to €75 billion), expands its servicing footprint in London and Uxbridge, and enables wider deployment of its PRISM credit management platform across the acquired portfolio.

Warner Pacific, a PE-backed national general agency, has acquired Brokers Holding Group (BHG), a South Carolina–based general agency specializing in level-funded health plans and alternative funding strategies. The deal expands Warner Pacific’s footprint across the Southeast (South Carolina, North Carolina, Georgia and Tennessee) and deepens its capabilities in level-funded employee benefits while BHG will continue operating under its existing brand with co-owners Scott Lee and Lee Long remaining in leadership roles.

Infusion Marketing Group has combined its business with QwickRate and IntelliCredit under a new brand, OptimaFI, creating an integrated provider of marketing, credit risk and balance sheet strategy services for community financial institutions. The combined organization will continue serving existing clients through the same teams and aims to deliver unified data, analytics and advisory capabilities to help community banks and credit unions improve growth, risk oversight and liquidity management.

Bluespring Wealth Partners announced that Kestra-affiliated Front Porch Financial, founded by Elizabeth Blanchard, has merged into Bluespring partner firm U.S. Financial Services, creating a combined firm with roughly $1.7 billion in AUM. The transaction brings Front Porch's Cranford, New Jersey practice into U.S. Financial's network as part of a succession plan and to expand U.S. Financial's geographic footprint and service resources.

Verso Group, a Cairngorm Capital portfolio company, has acquired Everlong Wealth Limited, a Midlands-based chartered financial planning firm. The add-on deal expands Verso's adviser network and strengthens its presence and capabilities across the Midlands.

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with Capital Insight Partners, a Scottsdale-based wealth management firm with over $730 million in AUM, and integrated the CIP advisory team into EP Wealth’s Arizona region. Nine members of the CIP team will join EP Wealth; CIP co-founder Susan Anastasiadis will join EP Wealth as Senior Vice President. Financial terms were not disclosed.