Charlesbank nears deal to acquire stake in WSHB via management services organization (MSO)

Bayview Asset Management and Springmont Capital Take Majority Stake in BWE

July 27, 2026

Financial Services

Bayview Asset Management and Springmont Capital (the Morgan family office) have signed a definitive agreement to acquire a majority stake in commercial mortgage bank BWE. Bayview MSR Opportunity (US) Master Fund, L.P. will become BWE’s majority owner upon closing, while Springmont Capital will take a minority position; CEO DJ Effler will remain in his role and retain a significant minority stake. The transaction is expected to close in fall 2026, subject to regulatory approval and customary closing conditions.

Anderson Global Acquires Woodside Corporate Services Limited

December 2, 2025

Financial Services

Anderson Global has acquired Woodside Corporate Services Limited and its parent entities to expand its UK corporate and fund services capabilities. The deal will keep Woodside operating as a standalone business while integrating with the Kin Group technology platform to broaden fund administration, custodial and company secretarial offerings.

Homrich Berg Closes Acquisition of WMS Partners (HB Wealth Management)

January 16, 2025

Financial Services

HB Wealth Management (Homrich Berg) has closed its acquisition of WMS Partners, a $6.4 billion AUM multi-family office and registered investment adviser headquartered in Towson, Maryland. The deal integrates WMS into HB Family Office, expanding HB’s mid-Atlantic footprint and enhancing its family office service offerings for ultra-high-net-worth families.

Coldstream Wealth Management Acquires Harrison Berkman Claypool & Guard and HBC Financial Services

January 9, 2025

Financial Services

Coldstream Wealth Management announced that Seattle-based Harrison Berkman Claypool & Guard (HBCG) and HBC Financial Services (HBC) are joining Coldstream, bringing approximately $500 million in assets under advisement and increasing Coldstream's total AUA to $11.1 billion. The combination strengthens Coldstream’s Tax & Consulting capabilities and continues its Pacific Northwest expansion while the joining firms remain independently operated and employee-owned.

Bowmark Capital Acquires Majority Stake in WSD

April 20, 2022

Software

Bowmark Capital has acquired a majority shareholding in WSD, a provider of document and workflow automation software for the global structured products and OTC derivatives market. Bowmark’s investment will accelerate WSD’s product development roadmap and support expansion of its platform infrastructure across North America, Europe and Asia; Peter Little will join WSD’s board as non-executive chairman.

Business First Bancshares (b1BANK) Acquires Smith Shellnut Wilson (SSW)

March 22, 2021

Financial Services

Business First Bancshares, Inc. (the holding company for b1BANK) signed a definitive agreement to acquire Smith Shellnut Wilson, LLC (SSW), a registered investment adviser headquartered in Ridgeland, Mississippi. The acquisition will consolidate b1BANK's Wealth Solutions Division with SSW, expanding the bank's investment advisory capabilities and product offering to corporate, foundation and individual clients.