Financial Services Buyout Acquisitions in 2025
Acquisition Volume in Financial Services Buyout in 2025 by Year
Last 5 years
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December 31, 2025
- Buyer
- Wealth Enhancement
- Target
- Dent Wealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, announced it will acquire Dent Wealth Advisors, an independent RIA based in Baton Rouge, Louisiana, managing more than $340 million in client assets. The deal is expected to close on December 31, 2025.
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- Buyer
- Cantor Fitzgerald, Cantor Fitzgerald Asset Management (CFAM)
- Target
- UBS O'Connor alternative investment platform, O'Connor (alternatives business within CFAM)
- Seller
- UBS
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Cantor Fitzgerald entered into a definitive agreement to acquire UBS’s O’Connor alternatives investment platform, which manages about $11 billion in invested assets across hedge funds, private credit, and commodities. O’Connor will operate as a distinct alternatives business within Cantor Fitzgerald Asset Management, with a long-term commercial arrangement between CFAM and UBS Asset Management.
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December 31, 2025
- Buyer
- Beacon Pointe Advisors
- Target
- Litman Gregory Wealth Management
- Seller
- iM Global Partner
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.
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December 30, 2025
- Buyer
- Atlantic Coast Mortgage, LLC (ACM), FVCbank (FVCBankcorp, Inc.)
- Target
- Tidewater Mortgage Services, Inc.
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
Atlantic Coast Mortgage, LLC (ACM), a mortgage lender affiliated with FVCbank, has acquired Tidewater Mortgage Services, Inc., a Coastal Virginia-based residential mortgage lender. The deal adds approximately 45 loan officers and support staff, expands ACM’s footprint in the Mid‑Atlantic and Southeast, and is expected to be accretive to ACM’s production in 2026.
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December 30, 2025
- Buyer
- Yield Solutions Group
- Target
- Trusted American Mortgage
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Yield Solutions Group (YSG) has taken operational control of Trusted American Mortgage, acquiring full control and installing senior leadership oversight. YSG said it will invest capital and operational resources to expand Trusted American Mortgage’s lending platform nationally, enhance compliance and licensing, and scale its mortgage services.
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December 30, 2025
- Buyer
- Inszone Insurance Services
- Target
- Meyer & Rees, Inc. (DBA Bierschwale-Rees Insurance)
- Seller
- Todd Willingham (President and Owner), Meyer & Rees, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Inszone Insurance Services has acquired Meyer & Rees, Inc., DBA Bierschwale-Rees Insurance, a long-established independent insurance agency based in Fredericksburg, Texas. The acquisition expands Inszone's Texas presence and brings the local agency access to Inszone's technology, broader markets, and operational resources while the Bierschwale-Rees team continues to operate from its Fredericksburg office.
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December 22, 2025
- Buyer
- Trian Fund Management, L.P., General Catalyst Group Management, LLC, Qatar Investment Authority, Sun Hung Kai & Co. Limited
- Target
- Janus Henderson Group plc
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Trian Fund Management and General Catalyst agreed to acquire Janus Henderson Group plc in an all-cash transaction, with the amended price increased to $52.00 per share ($7.4 billion equity value). The deal is expected to close in mid-2026, subject to customary closing conditions including regulatory approvals, client consents, and Janus Henderson shareholder approval.
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December 18, 2025
- Buyer
- Burke & Herbert Financial Services Corp. (NASDAQ: BHRB)
- Target
- LINKBANCORP, Inc. (NASDAQ: LNKB)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) announced a definitive merger agreement to acquire LINKBANCORP, Inc. (NASDAQ: LNKB) in an all-stock transaction valued at approximately $354 million. The deal is expected to close in 2Q26 and is designed to expand Burke & Herbert’s footprint in central and eastern Pennsylvania as well as deepen its presence across parts of Maryland and Delaware.
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December 17, 2025
- Buyer
- UWM Holdings Corporation (UWMC)
- Target
- Two Harbors Investment Corp. (TWO)
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Buyout
UWM Holdings Corporation (UWM/“UWMC”) and Two Harbors Investment Corp. (TWO) entered into a definitive merger agreement under which UWM will acquire TWO in an all-stock transaction valued at $1.3 billion in equity value. The deal is intended to expand UWM’s mortgage servicing portfolio (including a high-quality MSR portfolio) and create annual cost and revenue synergies.
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December 17, 2025
- Buyer
- Community West Bancshares
- Target
- United Security Bancshares, United Security Bank
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Community West Bancshares (NASDAQ: CWBC) has agreed to merge with United Security Bancshares (NASDAQ: UBFO) in an all-stock transaction. Under the terms of the deal, United Security Bancshares shareholders will receive 0.4520 shares of Community West Bancshares for each share they own. The transaction was completed on April 1, 2026, creating a larger community banking franchise in Central California with approximately $5 billion in total assets.
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December 17, 2025
- Buyer
- DMMS Purchaser, Inc.
- Target
- MC Bancshares, Inc.
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
MC Bancshares announced that its shareholders approved the proposed merger with DMMS Purchaser, Inc., an acquisition vehicle led by Daryl Byrd and DMMS Holdings LLC. The combined company is expected to continue operating as M C Bank, with the closing targeted for the second quarter of 2026, subject to regulatory approvals.
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December 17, 2025
- Buyer
- Fiserv, Inc.
- Target
- StoneCastle Cash Management
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Fiserv has completed its acquisition of StoneCastle Cash Management, integrating StoneCastle's institutional deposit network and cash management capabilities into Fiserv's payments, core processing and digital banking ecosystem. The deal extends Fiserv's insured deposit and liquidity solutions for financial institutions and merchants and links StoneCastle's capabilities to Fiserv's FIUSD stablecoin and broader cash-management product set; financial terms were not disclosed.
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December 15, 2025
- Buyer
- MAI Capital Management
- Target
- Lowe Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
MAI Capital Management has acquired Columbia, Maryland-based Lowe Wealth Advisors, a registered investment advisor with $527 million in assets under management. The deal expands MAI’s footprint in the Mid-Atlantic — adding Lowe’s nine-person, boutique, family-led practice and its niche client base while transitioning the firm onto MAI’s national platform; terms were not disclosed.
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December 14, 2025
- Buyer
- Procyon
- Target
- OLV Investment Group
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Buyout
Procyon, an independent registered investment advisory firm and Dynasty network partner headquartered in Shelton, Connecticut, has acquired OLV Investment Group, adding approximately $500 million in assets under management. The deal brings seven financial advisors and roughly 13 support staff onto Procyon’s platform, expanding the firm’s geographic footprint into Michigan and Texas and lifting Procyon’s AUM to nearly $9 billion.
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December 13, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Glass Jacobson Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Mercer Advisors, a Denver-based national RIA, has acquired Glass Jacobson Wealth Advisors, a Baltimore-based wealth management firm overseeing approximately $1 billion in assets under management. The deal expands Mercer's Mid-Atlantic footprint and brings Glass Jacobson's tax-integrated wealth management capabilities onto Mercer's national platform.
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December 12, 2025
- Buyer
- Norwood Financial Corp
- Target
- PB Bankshares, Inc., Presence Bank
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Norwood Financial Corp, the holding company for Wayne Bank, received final regulatory approvals to acquire PB Bankshares, Inc. and its wholly owned subsidiary, Presence Bank. Subject to customary closing conditions, Norwood expects to close the merger on or about January 5, 2026, aiming to expand products and services across its market communities.
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December 11, 2025
- Buyer
- First Eagle Investments, First Eagle Investment Management, LLC
- Target
- Diamond Hill Investment Group, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
First Eagle Investments will acquire Diamond Hill Investment Group in an all-cash deal valued at approximately $473 million. The purchase price is $175 per share, representing a 49% premium over Diamond Hill’s December 10, 2025 closing price, and the transaction is expected to close in 2026 (subject to approvals and customary conditions).
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December 11, 2025
- Buyer
- Enova International, Inc.
- Target
- Grasshopper Bancorp, Inc., Grasshopper Bank N.A.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Enova International signed a definitive agreement to acquire Grasshopper Bancorp, Inc. and its wholly owned subsidiary Grasshopper Bank N.A. in a cash-and-stock transaction valued at approximately $369 million. The deal is expected to close in the second half of 2026, pending Grasshopper stockholder approval and regulatory approvals.
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December 11, 2025
- Buyer
- Creative Planning
- Target
- Marshall Financial Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Creative Planning has acquired Marshall Financial Group, a Doylestown, Pennsylvania-based registered investment advisor, adding more than $900 million in assets under management and 19 employees. The deal expands Creative Planning's Mid-Atlantic presence and gives Marshall Financial access to Creative Planning's nationwide planning, tax, trust, retirement, and family office capabilities.
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December 10, 2025
- Buyer
- FirstBanc of Alabama, Inc.
- Target
- FBDC Financial Corporation, First Fidelity Bank
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Buyout
FirstBanc of Alabama, Inc. (parent of First Bank of Alabama) completed its acquisition of FBDC Financial Corporation, the parent company of First Fidelity Bank, under a merger agreement previously announced in December 2025. The deal values FBDC at $20.5 million in aggregate consideration (60% stock / 40% cash), and adds First Fidelity Bank’s locations in Fort Payne, Ider, and Rainsville to expand First Bank of Alabama’s northeast Alabama footprint.
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December 10, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Thompson Advisory Services
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Mercer Global Advisors has acquired Thompson Advisory Services, a Portland-based registered investment adviser managing approximately $260 million in client assets. The four-person team from Thompson Advisory will join Mercer to expand the firm’s presence in the Pacific Northwest and gain access to Mercer’s institutional capabilities in investment management, tax, trust and estate planning.
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December 9, 2025
- Buyer
- Inveniam
- Target
- Swarm
- Industry
- Financial Services
- Location
- Liechtenstein
- Type
- Buyout
Swarm, a blockchain platform for compliant tokenization and trading of digital securities, is being acquired by Inveniam, a decentralized data infrastructure provider for private markets. The companies plan to combine Swarm’s regulatory-compliant execution with Inveniam’s trusted data and valuation layer to create a full-stack, AI-native framework for intelligent financial markets. The acquisition is expected to close in Q1 2026.
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December 8, 2025
- Buyer
- Milliman, Inc.
- Target
- MorVest Capital
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Milliman, a global actuarial and consulting firm, has acquired MorVest Capital, a Dallas-based provider of mortgage servicing rights (MSR) analytics, valuation, and advisory services. The deal expands Milliman’s mortgage analytics, MSR valuation, financing and hedging capabilities to better serve lenders, servicers and capital providers.
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- Buyer
- Osaic
- Target
- True Wealth Advisors, Soundview Financial Group
- Seller
- LPL Financial, Commonwealth
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Osaic has expanded its national advisor platform by adding True Wealth Advisors (approximately $705 million in client assets) and Soundview Financial Group (approximately $104 million in client assets). Both independent advisory firms joined Osaic from prior affiliations (True Wealth from LPL Financial; Soundview from Commonwealth) to access Osaic's technology, operational support, and succession/capital solutions, strengthening Osaic's presence — particularly in the Mountain West and Pacific Northwest.
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December 7, 2025
- Buyer
- Rithm Capital Corp.
- Target
- Crestline Management, L.P., Crestline Investors, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Rithm Capital completed its acquisition of Crestline Management, an alternative investment manager with approximately $17 billion in assets under management. The deal strengthens Rithm’s global alternative asset management platform by adding direct lending, fund liquidity solutions, and insurance and reinsurance capabilities, and by expanding the combined suite of credit, real estate, and structured finance strategies.
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December 6, 2025
- Buyer
- Wealth Enhancement
- Target
- L.M. Kohn & Company
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, has acquired Cincinnati-based hybrid RIA L.M. Kohn & Company, which oversees more than $2.2 billion in client assets and employs 23 people. The deal closed on December 6, 2025 and increases Wealth Enhancement's total client assets to over $131 billion, while expanding its footprint across the Midwest and South.
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December 4, 2025
- Buyer
- Sequoia Financial Group, LLC
- Target
- Sterling Financial Group, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with $29.9 billion AUM, has acquired Pasadena-based Sterling Financial Group, a seven-person independent investment advisory firm with $406 million in AUM. The deal expands Sequoia's footprint in California and brings Sterling's advisors and clients into Sequoia's platform; terms were not disclosed.
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December 4, 2025
- Buyer
- HSA Bank (division of Webster Bank, N.A.), Webster Financial Corporation
- Target
- Secure Inc. (d/b/a SecureSave)
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
HSA Bank, a division of Webster Bank (holding company Webster Financial Corporation), has acquired Secure Inc. (d/b/a SecureSave), a provider of employer-sponsored emergency savings accounts. The acquisition expands HSA Bank's Healthcare Financial Services capabilities and makes it one of the largest providers of employer emergency savings accounts; terms were not disclosed and the deal closed on December 4, 2025.
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December 1, 2025
- Buyer
- MetroCity Bankshares, Inc.
- Target
- First IC Corporation
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
MetroCity Bankshares, Inc. (MetroCity) completed its acquisition of First IC Corporation, the parent of First IC Bank, effective December 1, 2025. The deal combines two Doraville, Georgia-based banks and expands MetroCity's scale to approximately $4.8 billion in assets, 30 branches and operations across eight states.
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November 30, 2025
- Buyer
- Robinhood Markets, Inc., Susquehanna International Group
- Target
- MIAX Derivatives Exchange (MIAXdx)
- Seller
- Miami International Holdings, Inc. (MIAX)
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Robinhood Markets, in partnership with Susquehanna International Group, formed a joint venture and acquired a 90% controlling stake in MIAX Derivatives Exchange (MIAXdx). The JV plans to use MIAXdx’s CFTC-regulated designated contract market (DCM) and derivatives clearing organization (DCO) infrastructure to expand Robinhood’s prediction markets and derivatives offerings.
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November 30, 2025
- Buyer
- Bridgepoint
- Target
- ht.digital
- Seller
- Harris & Trotter LLP
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Bridgepoint has agreed to acquire a majority stake in ht.digital, a London-headquartered digital asset assurance provider. The investment will be made via Bridgepoint Development Capital V and is expected to close in the first half of 2026, subject to regulatory approval.
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November 30, 2025
- Buyer
- Wealth Enhancement
- Target
- FPG Private Wealth
- Seller
- Financial Partners Group
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
Wealth Enhancement has acquired FPG Private Wealth, a hybrid RIA with locations in Carmel and Lafayette, Indiana that oversees more than $532 million in client assets. The deal, which closed November 30, 2025, expands Wealth Enhancement’s Midwest footprint and marks its first office presence in the greater Indianapolis market, increasing the firm's total client assets to more than $127.8 billion.
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November 25, 2025
- Buyer
- Kinective
- Target
- Compuflex Corporation
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Kinective has acquired Compuflex Corporation, a Springfield, New Jersey–based provider of cash automation and currency-tracking solutions with more than 40 years of experience. The deal expands Kinective’s cash automation and device management capabilities, bringing Compuflex’s customer relationships and technical expertise into Kinective’s banking operations platform.
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- Buyer
- Fulton Financial Corporation
- Target
- Blue Foundry Bancorp
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Fulton Financial Corporation agreed to acquire Blue Foundry Bancorp in an all-stock transaction valued at approximately $243 million. The merger was expected to close in Q2 2026, with Blue Foundry Bank initially operating as a separate subsidiary before integrating into Fulton Bank later that year.
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November 24, 2025
- Buyer
- Coinbase
- Target
- Vector
- Industry
- Financial Services
- Type
- Buyout
Coinbase agreed to acquire Vector, a Solana-native on-chain trading platform, to integrate Vector’s technology into Coinbase’s consumer trading experience. The deal is intended to expand access to on-chain assets across the Solana ecosystem and improve trading speed and liquidity in Coinbase’s DEX integration.
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November 23, 2025
- Buyer
- VRM Penzini Capital
- Target
- Island Finance
- Seller
- J.C. Flowers & Co.
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
J.C. Flowers has entered into an agreement to sell Island Finance, Puerto Rico’s largest non-bank consumer financial institution, to VRM Penzini Capital. The transaction is expected to close in December 2025, and financial terms were not disclosed.
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November 23, 2025
- Buyer
- FalconX
- Target
- 21shares
- Industry
- Financial Services
- Location
- Zurich, Switzerland
- Type
- Buyout
FalconX has completed the acquisition of 21shares, a leading issuer of crypto exchange-traded products (ETPs), to expand its product, structuring and market infrastructure capabilities across the United States, Europe and Asia-Pacific. 21shares will remain an independently managed business under FalconX with Russell Barlow continuing as CEO, and FalconX says existing ETP/ETF investment objectives will not change.
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November 22, 2025
- Buyer
- Vallant Financial, Inc.
- Target
- Morris State Bancshares, Inc., Pinnacle Financial Corporation
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
Pinnacle Financial Corporation (parent of Pinnacle Bank) and Morris State Bancshares, Inc. (parent of Morris Bank) announced a definitive merger and formed a combined Georgia community bank under Vallant Financial. The merger was completed on April 1, 2026, with Pinnacle Bank and Morris Bank merging into Vallant Bank and continuing to operate under both market names until full rebranding later in Q2 2026.
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November 21, 2025
- Buyer
- Citizens Financial Group
- Target
- Bradley Wealth Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.
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- Buyer
- GTCR
- Target
- Fiduciary Company Incorporated (Fiduciary Trust Company)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
GTCR has reached a definitive agreement to acquire Fiduciary Company Incorporated (Fiduciary Trust Company and its operating subsidiaries) to introduce institutional capital into the 140-year-old wealth management firm. GTCR will partner with CEO Austin Shapard and management to accelerate growth, broaden service offerings, expand the investment platform, and integrate technology as the deal is expected to close in the first quarter of 2026.
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November 19, 2025
- Buyer
- Beacon Pointe Advisors
- Target
- Hemington Wealth Management
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired Hemington Wealth Management, a female-founded RIA with approximately $1.2 billion in client assets and a 16-person team operating from Falls Church, Virginia and Chicago, Illinois. The deal, which closed November 15, 2025, increases Beacon Pointe's assets under advisement to about $55 billion and strengthens its women-centered advisory capabilities.
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November 14, 2025
- Buyer
- Warburg Pincus-led investor group (via newly formed acquisition entity controlled by the investor group)
- Target
- ECN Capital
- Industry
- Financial Services
- Location
- Ontario, Canada
- Type
- Buyout
ECN Capital entered into a definitive arrangement agreement to be acquired in an all-cash transaction valued at approximately C$1.9 billion by a newly formed acquisition entity controlled by an investor group led by Warburg Pincus. The deal provides immediate liquidity for shareholders and is anticipated to close in the first half of 2026, subject to regulatory approvals and court orders.
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November 14, 2025
- Buyer
- NB Bancorp, Inc., Needham Bank
- Target
- Provident Bancorp, Inc., BankProv
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
NB Bancorp, Inc. (Needham) announced the planned merger with Provident Bancorp, Inc. (BankProv), following regulatory approvals and confirmation of the election deadline. The merger is expected to become effective on November 15, 2025, with Provident delisting after the close of trading on November 14, 2025.
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November 13, 2025
- Buyer
- OneFunded
- Target
- FXCI
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Buyout
London-based proprietary trading firm OneFunded has acquired FXCI, a retail prop trading brand headquartered in London, to strengthen its international presence and consolidate its trader-focused platform. The deal will integrate FXCI users and capabilities into OneFunded’s technology-driven ecosystem to improve payouts, analytics, and evaluation standards for retail traders.
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November 12, 2025
- Buyer
- Richmond Mutual Bancorporation, Inc.
- Target
- The Farmers Bancorp
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
Richmond Mutual Bancorporation, Inc. entered into a definitive all-stock merger agreement under which The Farmers Bancorp will merge with and into Richmond Mutual. The deal is valued at approximately $82 million, or $44.71 per share of Farmers Bancorp common stock, and is expected to close in early Q2 2026 pending regulatory and shareholder approvals.
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November 12, 2025
- Buyer
- Clearlake Capital Group, L.P.
- Target
- Pathway Capital Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Clearlake Capital Group has entered into a definitive agreement to acquire Pathway Capital Management, a global provider of private market solutions for institutional and wealth clients. The deal is expected to close in the first quarter of 2026, pending regulatory approvals, and is designed to expand Clearlake’s private markets platform and capabilities in areas like private credit, secondaries, and co-investments.
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November 12, 2025
- Buyer
- ABN AMRO Bank N.V.
- Target
- NIBC Bank
- Seller
- Blackstone
- Industry
- Financial Services
- Location
- Netherlands
- Type
- Buyout
ABN AMRO agreed to acquire NIBC Bank from Blackstone for an estimated €960 million (0.85x book value), strengthening ABN AMRO’s retail and commercial banking presence in the Netherlands. The deal is expected to close in the second half of 2026, subject to regulatory approvals and works council consultations, and includes integration steps such as merging certain mortgage entities and refocusing mortgage brand strategy.
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November 12, 2025
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Curo Fund Services
- Seller
- Joint venture between Sanlam and Old Mutual
- Industry
- Financial Services
- Location
- South Africa
- Type
- Buyout
SS&C Technologies Holdings has completed its acquisition of Curo Fund Services, a South African provider of fund administration solutions, from a Sanlam and Old Mutual joint venture. The deal expands SS&C’s South Africa footprint and integrates Curo into its Global Investor & Distribution Solutions group led by Nick Wright.
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November 11, 2025
- Buyer
- OneDigital Investment Advisors LLC
- Target
- Signature Wealth Management Group
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
OneDigital Investment Advisors LLC (a subsidiary of OneDigital) has acquired Signature Wealth Management Group (SWMG), a nine-person Atlanta-based wealth and retirement advisory firm that manages nearly 2,000 accounts. The deal expands OneDigital’s financial services capabilities in the South, strengthens its Atlanta presence, and integrates SWMG into OneDigital’s national platform; SWMG was represented by FP Transitions in the transaction.
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November 11, 2025
- Buyer
- United Capital Financial Advisors, LLC
- Target
- Apexium Financial LP
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.
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