SVB Financial Group Acquires MoffettNathanson LLC

WilliamsMarston Acquires Moffett & Associates

May 25, 2022

Accounting & Tax

WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.

Morgan Stanley Acquires Eaton Vance

October 8, 2020

Financial Services

Morgan Stanley has entered into a definitive agreement to acquire Eaton Vance for an equity value of approximately $7 billion, creating a larger Morgan Stanley Investment Management platform with expanded product and distribution capabilities. The deal combines Eaton Vance’s asset management and retail distribution strengths with Morgan Stanley’s global scale to increase fee-based revenues, deliver cost synergies, and broaden client offerings.

MVB Financial Corp. Acquires Paladin Group

April 17, 2020

Cybersecurity

MVB Financial Corp. (through a wholly-owned subsidiary of MVB Bank) has acquired Paladin, LLC, a fraud prevention and consulting firm. The acquisition strengthens MVB's fintech vertical and expands its fraud-prevention capabilities and services for merchants, credit agencies and fintech clients.

Janney Montgomery Scott Acquires TM Capital

November 8, 2023

Financial Services

Janney Montgomery Scott LLC has agreed to acquire TM Capital, a middle-market investment bank with offices in Atlanta, Boston, and New York City. The deal expands Janney's Capital Markets Group by adding M&A advisory expertise across business services, industrials, healthcare, and consumer sectors; the acquisition is expected to close by year-end subject to regulatory approval.

Sequoia Financial Group Acquires M Capital Advisors

October 20, 2023

Wealth Management

Sequoia Financial Group has entered into an agreement to acquire Nashville-based M Capital Advisors, an SEC-registered wealth management firm managing approximately $930 million in assets. The acquisition expands Sequoia's wealth management capabilities and high-net-worth client offerings; the transaction was expected to close by Oct. 31, 2023 and financial terms were not disclosed.

Milliman Acquires MorVest Capital

December 8, 2025

Financial Services

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.