WisdomTree to Acquire Atlantic House Holdings

WisdomTree to Acquire Ceres Partners LLC to Enter U.S. Farmland Private Markets

July 31, 2025

Financial Services

WisdomTree, Inc. entered into a definitive agreement to acquire Ceres Partners, LLC, a U.S. alternative asset manager specializing in farmland investments. The deal is designed to accelerate WisdomTree’s entry into private asset markets, with a farmland platform expected to expand into adjacencies such as solar, AI data infrastructure and water.

Howden Agrees to Acquire Atlantic Global Risk LLC

January 5, 2026

Insurance

Howden, the global insurance broking group, has agreed to acquire Atlantic Global Risk LLC (“Atlantic Group”), an independent transaction liability insurance broker in the United States. The deal is intended to expand Howden’s U.S. retail broking platform and create a global transaction liability powerhouse, with Atlantic Group founders and employees becoming Howden shareholders.

Titan Wealth Holdings Agrees to Acquire Blacktower Group

October 13, 2025

Financial Services

Titan Wealth Holdings has agreed terms to acquire the Blacktower Group of Companies in a cross-border wealth management deal. Following completion and subject to regulatory approval, the businesses will be merged into Titan Wealth International, creating a larger global platform with expanded licensing, discretionary investment management services, and client support infrastructure.

Wolf & Company Acquires Treehouse Technology Group

May 15, 2024

Data & Analytics

Accounting and advisory firm Wolf & Company has acquired data strategy consultant Treehouse Technology Group (TTG) and its data analytics tool InsightOut for an undisclosed amount. The deal expands Wolf & Company's in-house data and analytics capabilities to provide deeper, actionable insights and analytics services to its clients.

Treehouse Wealth Advisors Acquires The Humphreys Group

January 2, 2025

Financial Services

Treehouse Wealth Advisors, a women-led wealth management firm based in Walnut Creek, CA, has acquired The Humphreys Group, a San Francisco-based B-Corp RIA focused on women-centered wealth management and ESG investing. The transaction — executed as part of a long-term succession plan for The Humphreys Group's president Diane Bourdo — expands Treehouse's Bay Area footprint and preserves The Humphreys Group's client offerings and team under the Treehouse banner.

LPL Financial to Acquire Atria Wealth Solutions

February 14, 2024

Financial Services

LPL Financial Holdings entered into a definitive purchase agreement to acquire Atria Wealth Solutions, a wealth management solutions holding company headquartered in New York. Under the deal, Atria’s brokerage and advisory assets will transition to the LPL platform, with completion expected in the second half of 2024 (and conversion to mid-2025, subject to regulatory approvals).