FG New America Acquisition Corp. (FGNA) to Combine With Opportunity Financial (OppFi)

Finance of America Acquires Assets of American Advisors Group (AAG)

December 7, 2022

Financial Services

Finance of America Companies Inc. (FOA) agreed to acquire the assets of American Advisors Group (AAG), a leading direct-to-consumer reverse mortgage lender, in a transaction using a combination of cash and equity. The deal brings AAG's retail direct-to-consumer channel under FOA's Finance of America Reverse subsidiary to expand FOA's home-equity and reverse-mortgage distribution and marketing capabilities.

Financial Gravity Acquires Forta Financial Group

May 21, 2020

Financial Services

Financial Gravity Companies, Inc. (OTCQB: FGCO) received FINRA approval to acquire Forta Financial Group, Inc., a dually registered broker‑dealer and registered investment advisor headquartered in Greenwood Village, Colorado. The acquisition gives Financial Gravity broker‑dealer and RIA capabilities to support advisor practice management, marketing/leads, and financial innovation as it pursues expansion under its public parent structure.

Flagstar Financial Merges Holding Company Into Flagstar Bank, N.A.

July 24, 2025

Financial Services

Flagstar Financial, Inc. (NYSE: FLG) announced it received required regulatory approvals to merge the holding company into Flagstar Bank, N.A., with the bank as the surviving entity. The reorganization is also subject to shareholder approval and is expected to be consummated in mid- to late-October (before year-end per the earlier announcement).

ACA Group Acquires FINOP Consulting, LLC

November 12, 2024

Financial Services

ACA Group has acquired FINOP Consulting, LLC, an outsourced financial operations (FinOp) firm for broker-dealers led by Dan Beaton. The acquisition enhances ACA's FinOps capabilities and integrates FINOP Consulting's services into ACA Signature to better serve broker-dealer clients under FINRA and SEC standards; financial terms were not disclosed.

Aztec Software Acquires Financial Fitness Group

February 6, 2024

Education

Aztec Software, a NexPhase-backed educational software company, has acquired Financial Fitness Group (FFG) and will combine FFG with its iGrad (Enrich) financial literacy brand. The deal expands iGrad's library with hundreds of FINRA‑reviewed financial content pieces and illustrations, strengthening Aztec's financial wellness and advisor-facing offerings.

Investcorp Europe Acquisition Corp I and OpSec Group Business Combination to Take OpSec Public

April 26, 2023

Cybersecurity

OpSec Group and Investcorp Europe Acquisition Corp I entered into a definitive business combination agreement that would take OpSec Group public on Nasdaq. The combined company would operate as OpSec Group, with the transaction expected to close in the second half of 2023 and supported by a $50 million sponsor backstop and up to $199 million in gross proceeds subject to redemptions.