F.L.Putnam Acquires Arbor Capital, Four Ponds Financial Planning, and Ascension Asset Management

Arlington Capital Partners Acquires Pond & Company

January 15, 2026

Engineering Services

Arlington Capital Partners has acquired Pond & Company, a full-service design and engineering firm that supports federal government and private clients across energy, infrastructure and life sciences. The deal is Arlington's first platform investment from its oversubscribed $6 billion Fund VII; Pond is headquartered in Peachtree Corners, Georgia and employs more than 850 professionals across 21 offices. DC Capital Partners, which held a majority stake since 2019, sold the business.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

F.L.Putnam Acquires AOG Wealth Management

March 4, 2025

Financial Services

F.L.Putnam Investment Management Company has acquired AOG Wealth Management, an independent registered investment advisor based in Reston, Virginia, with more than $330 million in assets under management. The deal expands F.L.Putnam's geographic footprint (its 10th office) and brings AOG's nine-person advisory team and leadership into F.L.Putnam; financial terms were not disclosed.

CW Advisors Acquires Aspire Wealth Management and Fernwood Investment Management

February 3, 2025

Wealth Management

CW Advisors (CWA) acquired Aspire Wealth Management (Waltham, MA) and Fernwood Investment Management (Quincy, MA), adding more than $800 million of AUM to the CWA platform. The deals closed in January 2025 and expand CWA's Boston-area footprint; terms were not disclosed and Fernwood was represented by Surfside Capital.

Summit Financial and Merchant Invest in Four Wealth Advisory Firms

July 22, 2025

Wealth Management

Summit Financial, together with growth partner Merchant Investment Management, made strategic investments in four independent advisory firms — Crow Financial Advisors (Albuquerque), Everest Consultants (Syracuse), Heritage Wealth Partners (Dublin, Ohio), and LPF Advisors (Sarasota) — that together manage roughly $1.2 billion in client assets. The transactions bring each firm onto the Summit platform to accelerate geographic expansion and scale Summit's national network of wealth managers.

Beacon Pointe Advisors Acquires Six Independent RIAs, Adding $2.7B AUA

July 8, 2025

Financial Services

Beacon Pointe Advisors (Newport Beach, CA) acquired six independent registered investment advisory firms — Hart & Patterson Financial Group, Heritage Financial Planning, Jentner Wealth Management, Michael A. Dubis Financial Planning, Ng Wealth Advisors, and Waypoint Wealth Partners — adding roughly $2.7 billion in AUA and bringing Beacon Pointe's total AUA to ~ $47 billion. The deals expand Beacon Pointe's national footprint with new offices and advisory teams across Massachusetts, Texas, Ohio, Wisconsin, and California.