MetLife Investment Management Acquires PineBridge Investments

Pure Financial Advisors Acquires Personal Investment Management, Inc.

March 14, 2025

Financial Services

Pure Financial Advisors, LLC (PE-backed RIA) has acquired Personal Investment Management, Inc. (PIM), a Seattle-area financial advisory firm with roughly $567 million in regulatory AUM. The deal, which closed March 14, 2025, expands Pure's presence in the Pacific Northwest and integrates PIM's advisory team and clients into Pure's Seattle / Mercer Island operations.

Maridea Wealth Management Acquires Pinnacle Wealth Management

July 18, 2025

Financial Services

Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.

Chimera Investment Corporation Acquires Palisades Group

December 2, 2024

Financial Services

Chimera Investment Corporation completed the acquisition of Palisades Group, a U.S.-based alternative asset manager specializing in residential real estate credit, on December 2, 2024. Chimera paid $30 million in cash at closing with an additional earnout of up to $20 million contingent on performance; Palisades' co-founder Jack Macdowell Jr. joined Chimera as Chief Investment Officer.

MetLife Investment Management Acquires Affirmative Investment Management

August 29, 2022

Financial Services

MetLife Investment Management (MIM), the institutional asset management arm of MetLife, agreed to acquire Affirmative Investment Management (AIM), a specialist ESG impact fixed‑income manager with approximately $1.01 billion in AUM as of June 30, 2022. The deal expands MIM’s sustainable-investing capabilities and reporting/engagement expertise for institutional clients; the transaction closed in December 2022 after customary conditions and approvals.

Beacon Pointe Advisors Acquires Litman Gregory Wealth Management from iM Global Partner

December 31, 2025

Financial Services

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.

BayPine Acquires Pinnacle Dermatology Management

October 29, 2021

Healthcare Services

BayPine LP has entered into a definitive agreement to acquire Pinnacle Dermatology Management, the largest female‑founded multi‑state dermatology management platform in the U.S. Pinnacle's management team and founder will partner with BayPine while existing sponsor Chicago Pacific Founders will roll a portion of its ownership; the deal supports Pinnacle's continued organic and inorganic growth and the incorporation of BayPine's digital capabilities.