Tracked deals
2685
2685 tracked deals across 2007-2026.
Top Financial Services Acquirers (2007-2026)
Buyer mix
Strategic-led
2320 strategic · 722 pe
Top trend
Volume peaked in 2026
557 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Platform expansion is a recurring motive: Brookfield Corporation completed acquisitions tied to global credit and insurance platform growth.
- Specialized insurance capability shows up in multiple ways, including agribusiness insurance expansion for Amynta Group and retail cannabis insurance for NFP (Aon).
- Wealth management rollups continue, including Hightower Advisors acquiring Valley Financial Group and Simplicity Group buying Mobile Bay Financial Solutions.
- Deal pathways often include regulatory steps and member or authority approvals (e.g., BECU and SAFE Credit Union received approvals to proceed).
- Geography is broad across recent activity, with deals noted in the U.S., U.K., India (Maharashtra), and other locations such as the Bahamas.
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Simplicity Group | 30 | Financial product distribution and partnership platform t... | Strategic (PE-backed) |
| Hub International Limited | 29 | Full-service global insurance brokerage and financial ser... | Strategic (PE-backed) |
| Wealth Enhancement Group | 22 | Independent wealth management firm offering comprehensive... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 17 | National registered investment adviser offering wealth ma... | Strategic (PE-backed) |
| World Insurance Associates LLC | 17 | National insurance brokerage and financial services organ... | Strategic |
| Arthur J. Gallagher & Co. | 16 | Global insurance brokerage, risk management and consultin... | Strategic |
| Wealth Enhancement | 16 | National independent wealth management firm providing fin... | Strategic (PE-backed) |
| EP Wealth Advisors, LLC | 15 | Fee-only national registered investment adviser providing... | Strategic (PE-backed) |
| Warburg Pincus | 15 | Global private equity firm focused on growth investing ac... | PE |
| Waverly Advisors, LLC | 14 | Fee-only registered investment adviser providing investme... | Strategic (PE-backed) |
Acquisition Volume in Financial Services by Year
Last 10 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 18, 2026
- Buyer
- Modern Wealth Management
- Target
- Sanchez Wealth Management Group
- Seller
- Christen "Chris" Sanchez, Wealth advisor Dawn Nicoles, Wealth advisor Josh Mandelkorn
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Modern Wealth Management acquired Jacksonville, Florida-based Sanchez Wealth Management Group, a wealth management firm managing nearly $710 million in client assets. The deal expands Modern Wealth’s Florida presence and establishes its first Jacksonville office while adding a multigenerational, household-focused advisory team.
-
- Buyer
- Moody’s
- Target
- PhilRatings (Philippine Rating Services Corporation)
- Industry
- Financial Services
- Location
- Philippines
- Type
- Growth capital
Moody’s has agreed to acquire a minority stake in Philippine Rating Services Corporation (PhilRatings), a domestic credit rating agency in the Philippines. The investment is intended to expand Moody’s network of domestic rating agency affiliates across Asia Pacific while PhilRatings continues to operate independently and retain its management and credit rating processes.
-
Grab Acquires Controlling 60% Stake in Atome Financial for $1.49 Billion, Plans to Buy Remaining 40%September 17, 2026
- Buyer
- Grab
- Target
- Atome Financial
- Industry
- Financial Services
- Location
- Singapore
- Type
- Buyout
Grab has agreed to acquire a controlling 60% stake in Southeast Asian digital lending platform Atome Financial for $1.49 billion in cash, including $260 million of primary growth capital. The deal is expected to close in the third quarter of 2027, with Grab to purchase the remaining 40% about two years later based on a performance-based formula tied to Atome’s results.
-
September 17, 2026
- Buyer
- Gateway First Bank
- Target
- Colonial Savings, F.A.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Gateway First Bank (Gateway) announced it has entered into an agreement to acquire Colonial Savings, F.A. (Colonial). The deal is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.
-
September 17, 2026
- Buyer
- FFI Solutions, Oakledge Advisors
- Target
- FFI Solutions, Oakledge Advisors
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
FFI Solutions and Oakledge Advisors announced their intention to combine businesses under a newly formed parent company, bringing together FFI’s subscription-based sustainable investment data and research with Oakledge’s advisory capabilities. The firms will continue to operate as separate legal entities while integrating broader capabilities, and the proposed combination is subject to definitive agreements and customary closing conditions.
-
September 15, 2026
- Buyer
- Creative Planning
- Target
- RVK, Inc.
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Creative Planning has announced a definitive acquisition agreement to acquire RVK, Inc., an institutional investment consulting firm headquartered in Portland, Oregon. The deal is expected to close in January 2027 and will expand Creative Planning’s assets under advisement and institutional investment consulting capabilities, while RVK will continue led by its current management team.
-
- Buyer
- Berkshire Residential Investments, Berkshire, Berkshire Global Advisors
- Target
- MF1 Process
- Seller
- Limekiln Real Estate Investment Management
- Industry
- Financial Services
- Type
- Buyout
Berkshire Residential Investments entered into a definitive agreement to acquire Limekiln Real Estate Investment Management's 50% interest in MF1 Process, bringing MF1 under Berkshire full ownership upon closing. The deal will integrate Berkshire’s multifamily equity, securities and debt origination operations into a single organization, and most Limekiln employees are expected to join Berkshire.
-
September 12, 2026
- Buyer
- CME Group
- Target
- EEX European dairy business, EEX European butter and skimmed milk powder indices (dairy derivatives indices)
- Seller
- European Energy Exchange, or EEX
- Industry
- Financial Services
- Location
- Saxony, Germany
- Type
- Divestiture
CME Group agreed to transition EEX’s European dairy business to CME, including European butter and skimmed milk powder indices underlying existing futures. EEX will phase out its dairy business and support the transfer of the indices before the end of 2027, while existing dairy futures trading at EEX remains available for listed maturities.
-
September 10, 2026
- Buyer
- Arrow Financial Corporation, Upstate Agency, LLC
- Target
- Skene Valley Agency, Inc.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Arrow Financial Corporation announced that its subsidiary, Upstate Agency, LLC, has entered into a definitive agreement to acquire Skene Valley Agency, Inc., an independent insurance agency in Washington County, New York. The deal is targeted to close by the end of Q3 2026, after which Skene Valley will merge into Upstate Agency to expand its presence in Washington County.
-
September 10, 2026
- Buyer
- Simplicity Group
- Target
- Whitney and Associates, LLC, Altitude Capital Management RIA
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Buyout
Simplicity Group announced its acquisition of Whitney and Associates, an independent marketing organization (IMO) based in Des Moines, Iowa. The transaction also includes acquisition of Altitude Capital Management RIA, an integrated wealth and investment management platform, and Simplicity welcomed Mitchell Whitney and Charles Johnson as new partners.
-
September 10, 2026
- Buyer
- Chime
- Target
- Stride Bank for
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Chime has entered into a definitive agreement to acquire Stride Bank for $590 million in cash. The deal would bring Stride into Chime’s platform as a wholly owned subsidiary (expected to become Chime Bank, N.A.) and is expected to close in the first half of 2027, subject to regulatory approvals.
-
September 8, 2026
- Buyer
- John Marshall Bancorp
- Target
- Eagle Financial Services
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
John Marshall Bancorp and Eagle Financial Services have signed a definitive agreement for an approximately $253 million all-stock merger. The deal will combine Eagle (parent of Bank of Clarke) into John Marshall (parent of John Marshall Bank), creating a Virginia-focused community banking company with approximately $4.4 billion in assets and 23 banking offices.
-
- Buyer
- WaFd, Inc.
- Target
- EverBank Financial Corp, EverBank, N.A.
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
EverBank Financial Corp and WaFd, Inc. have entered into a definitive agreement for a $3.9 billion reverse merger, with EverBank merging into WaFd. WaFd will remain publicly traded but will change its name to EverBank Financial Corp and trade under the new Nasdaq ticker EVBK, with EverBank continuing as the surviving national bank charter after the holding-company merger.
-
September 4, 2026
- Buyer
- First National of Nebraska (FNBO)
- Target
- InBankshares, InBank
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
First National of Nebraska’s subsidiary FNBO has entered into a definitive agreement to acquire InBankshares and its wholly owned subsidiary InBank in an all-cash transaction valued at an estimated $200 million to $204 million. The deal is expected to expand FNBO’s Colorado presence by adding nine Front Range branches (plus four in northern New Mexico), pending regulatory approvals and customary closing conditions.
-
September 4, 2026
- Buyer
- Permira, Canada Pension Plan Investment Board (CPP Investments)
- Target
- JTC
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Permira and Canada Pension Plan Investment Board (CPP Investments) have completed their £2.7 billion acquisition of JTC. The partnership is intended to accelerate JTC’s “Genesis era” growth plan, including AI-enabled client services and expansion across North America and Europe through organic initiatives and strategic acquisitions.
-
- Buyer
- Wealth Enhancement
- Target
- Arbor Capital Management (investment advisory business)
- Industry
- Financial Services
- Location
- Alaska, United States
- Type
- Buyout
Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an independent RIA with offices in Anchorage and Fairbanks, Alaska. The deal establishes Wealth Enhancement’s first Alaska location and adds a team managing more than $345 million in client assets, with the transaction closing on August 31, 2026.
-
Equity Bancshares and Lincoln Bancorp Agree to Acquire Lincoln Savings Bank in $123.8 Million MergerSeptember 3, 2026
- Buyer
- Equity Bancshares, Equity Bank
- Target
- Lincoln Bancorp, Lincoln Savings Bank
- Seller
- Lincoln shareholders
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Buyout
Equity Bancshares has entered into a definitive merger agreement with Lincoln Bancorp valued at approximately $123.8 million to expand Equity Bank’s presence in Iowa. Under the terms, Lincoln will merge into Equity Bancshares, with Lincoln Savings Bank subsequently merging into Equity Bank, expected to close in the fourth quarter of 2026 subject to approvals.
-
September 3, 2026
- Buyer
- Qapture Investments
- Target
- Hermetik Trading Technologies, Flammarion Partners Ltd.
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Qapture Investments completed acquisitions to expand its regulated digital asset investment management and decentralized finance capabilities. The firm acquired Flammarion Partners Ltd. (renamed Qapture Investments (BVI) Ltd.) and the on-chain yield strategies and operational infrastructure of Hermetik Trading Technologies, with Hermetik founder Brendan MacNeil joining Qapture as Head of DeFi.
-
September 3, 2026
- Buyer
- World Insurance Associates LLC
- Target
- Pellechio Family Agency
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Addon
World Insurance Associates acquired the business of Pellechio Family Agency of Parsippany, New Jersey, effective May 1, 2026. Terms of the transaction were not disclosed. Pellechio had provided commercial and personal insurance since 2017, and will join World to gain access to additional products and services.
-
- Buyer
- Allworth Financial
- Target
- High Falls Advisors, Inc., Holistic Financial Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Allworth Financial acquired High Falls Advisors (Rochester, New York) and Holistic Financial Partners (Indianapolis), adding approximately $947 million in combined assets under management (AUM) and 23 professionals to its national registered investment advisory platform. The deals expand Allworth’s presence in the East Coast and Midwest and add specialized capabilities in integrated tax planning and divorce financial planning.
-
September 2, 2026
- Buyer
- Solifi
- Target
- Inovatec Systems Corporation
- Industry
- Financial Services
- Location
- British Columbia, Canada
- Type
- Buyout
Solifi acquired Inovatec Systems Corporation, a cloud-based lending technology provider, to expand Solifi’s unified secured-finance platform across the automotive, powersports, and specialty finance lending lifecycle. The combination pairs Inovatec’s Propel digital portal, loan origination, and loan management capabilities with Solifi’s broader secured-finance technologies for originations, servicing, risk, compliance, and portfolio management.
-
September 2, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Senior Insurance Services
- Seller
- Eric Rudd
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Ty J. Young Wealth Management announced the acquisition of Senior Insurance Services, an insurance firm led by Eric Rudd in Washington, Missouri. The deal is aimed at providing continuity for Senior Insurance Services clients as Rudd transitions out of the insurance industry, while giving clients access to Ty J. Young’s broader retirement planning and wealth management capabilities.
-
- Buyer
- Aquiline Capital Partners LP
- Target
- Flourish
- Seller
- MassMutual
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Aquiline entered into a definitive agreement to invest in Flourish, a wealthtech platform owned by MassMutual that provides private-bank-like solutions for Registered Investment Advisors (RIAs). The transaction is expected to close in Q4 2026, with Aquiline acquiring a controlling interest while MassMutual retains a significant stake.
-
September 1, 2026
- Buyer
- iPipeline
- Target
- Origo
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
iPipeline has completed its acquisition of Origo after receiving all required regulatory approvals, including from the UK Competition and Markets Authority. The deal expands iPipeline’s presence in the UK wealth and retirement market by combining iPipeline’s digital technology with Origo’s trusted connectivity platform for linking providers, advisers, and platforms.
-
September 1, 2026
- Buyer
- Maridea Wealth Management
- Target
- Pultro Financial Management
- Seller
- Michael Pultro
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Maridea Wealth Management acquired Pultro Financial Management (PFM), an independent wealth management practice based in New Britain, Pennsylvania, managing approximately $217 million in client assets. The deal marks Maridea’s first presence in Pennsylvania and keeps the same advisor team and office while adding Maridea’s tax services, investment research capabilities, and planning infrastructure.
-
September 1, 2026
- Buyer
- Grimes & Company
- Target
- Stevens and Ciccone Associates, PC
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Grimes & Company, a full-service registered investment advisory (RIA), added the tax practice of Stevens and Ciccone Associates, PC, a CPA firm based in Needham, Massachusetts. The acquisition brings approximately 800 tax clients and an experienced tax team to Grimes, while Stevens and Ciccone will begin operating as S&C Tax Advisors during the transition.
-
August 31, 2026
- Buyer
- Wealth Enhancement
- Target
- Dickerson Jackson & Associates
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
Wealth Enhancement acquired the investment advisory business of Dickerson Jackson & Associates, a hybrid registered investment adviser based in Glen Allen, Virginia, with over $376 million in client assets. The deal closed on August 31, 2026 and expands Wealth Enhancement’s presence in the Mid-Atlantic region.
-
August 31, 2026
- Buyer
- Landmark Credit Union
- Target
- North Shore Bank branch in McHenry, IL
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Divestiture
Landmark Credit Union completed its acquisition of the North Shore Bank branch located at 1689 N. Curran Rd. in McHenry, Illinois, adding more than $30 million in deposits to its portfolio. The deal included the physical branch and associated deposits, while excluding loan relationships; McHenry North Shore branch associates were offered continued employment with Landmark.
-
August 31, 2026
- Buyer
- Aon
- Target
- USI Insurance Services
- Seller
- KKR
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
KKR has signed a definitive agreement to sell USI Insurance Services to Aon in an all-cash transaction valued at $17 billion. The deal is expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary closing conditions.
-
August 29, 2026
- Buyer
- Bain Capital
- Industry
- Financial Services
- Type
- Growth capital
Bain Capital’s Private Credit Group deployed approximately $6 billion across 58 investments during the first half of 2026 to support middle-market and private equity-backed companies. The activity included refinancings, leveraged buyouts, and add-on acquisitions, with many investments involving new platforms and a broad mix of debt and equity structures.
-
August 28, 2026
- Buyer
- Vanguard
- Target
- Altruist
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Vanguard has agreed to acquire Altruist, an AI-forward wealth technology and custody platform that serves independent financial advisors and RIAs. The deal is intended to expand the reach and impact of financial advice by combining Vanguard’s resources with Altruist’s advisor technology platform and custody infrastructure. Closing is expected later in 2026, subject to regulatory approvals and customary conditions.
-
Velocity Financial to Acquire Toorak Capital Operating Platform and Manage $3 Billion Loan PortfolioAugust 28, 2026
- Buyer
- Velocity Financial, Inc., KKR (fund advised affiliates; majority owner of Toorak)
- Target
- Toorak Capital LLC, Merchants Mortgage & Trust Corporation, Toorak's U.S. direct origination business, Toorak's U.S. and U.K. lending operations
- Seller
- Toorak Capital LLC, Toorak Capital LLC's majority owners via funds advised by KKR affiliates (as described)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Velocity Financial has entered into a definitive agreement to acquire the operating platform of Toorak Capital, a business-purpose lending and asset management business majority owned by funds advised by KKR. In parallel, a third-party investment firm will acquire Toorak’s approximately $3 billion business-purpose loan portfolio, which Velocity will manage after closing, along with agreements to sell future loan production under a more capital-light model.
-
- Buyer
- Victory Capital Holdings, Inc.
- Target
- First Eagle Investments
- Seller
- Genstar Capital, First Eagle employees
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Victory Capital Holdings has entered into a definitive agreement to acquire First Eagle Investments for approximately $7.0 billion, combining to form a diversified global asset manager with about $571 billion in total client assets. The deal includes about $4.4 billion in cash and $2.0 billion in newly issued Victory Capital equity, plus Victory Capital assuming $575 million of First Eagle’s 7.25% senior secured notes due 2032.
-
August 28, 2026
- Buyer
- Simplicity Group
- Target
- Wright Wealth Group, Inc.
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Simplicity Group acquired Wright Wealth Group, a Geneva, Illinois-based retail financial practice focused on estate and protection planning. The deal expands Simplicity’s presence in the greater Chicago market and strengthens its National Accounts team, with Wright founder Eric Wright joining Simplicity as a partner.
-
August 27, 2026
- Buyer
- BitGo Holdings, Inc.
- Target
- NYDIG's institutional trading business
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
BitGo Holdings entered into a definitive agreement and completed the acquisition of NYDIG’s institutional trading business and related assets. The deal expands BitGo’s institutional markets platform by adding derivatives, structured products, financing, and capital markets capabilities while enabling NYDIG to focus on its vertically integrated power generation and bitcoin mining/HPC data center development business.
-
August 27, 2026
- Buyer
- GECU Federal Credit Union (GECU)
- Target
- Bank of the Southwest
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
GECU Federal Credit Union received official regulatory approval to acquire Bank of the Southwest. The organizations plan to legally combine on November 1, 2026, with GECU as the combined name and the businesses expected to operate as independent divisions during integration.
-
- Buyer
- Balentine
- Target
- Valuation Growth Advisory
- Industry
- Financial Services
- Type
- Buyout
Balentine acquired Valuation Growth Advisory (VGA) in an all-stock transaction to expand its independent wealth manager’s business advisory capabilities for entrepreneurs and multigenerational families. VGA’s founder, Tom Matthesen, is set to become Head of Business Advisory within Balentine’s Family Office Solutions group, aiming to better integrate business advisory with wealth management for clients whose operating companies represent a substantial portion of their wealth.
-
- Buyer
- Truliant Federal Credit Union
- Target
- Piedmont Advantage Credit Union
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
Piedmont Advantage Credit Union members voted to approve a proposed merger with Truliant Federal Credit Union. The credit unions are set to legally combine on Sept. 1, 2026, with Piedmont Advantage temporarily operating as a division of Truliant while teams work toward full operational and system integration by end of Q1 2027.
-
- Buyer
- Trafalgar
- Target
- TRF Casa de Bolsa
- Industry
- Financial Services
- Location
- Mexico
- Type
- Addon
Mexican financial group Trafalgar launched TRF Casa de Bolsa, its securities brokerage, and formally appointed Carlos Septn Michel as CEO of the Trafalgar Group. The brokerage was created through an acquisition of an established brokerage firm, following regulatory authorization of a change of control and corporate denomination, positioning the platform around simplified equity and debt issuances on BIVA for Mexico’s mid-market.
-
August 25, 2026
- Buyer
- The Vistria Group, LP, Curi, Wealth Partners Capital Group
- Target
- Curi Capital
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Curi Capital, a Chicago-based registered investment adviser, announced a strategic investment from The Vistria Group that is expected to close in late September 2026. Vistria will become an ownership partner alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group, to accelerate technology, talent, client experience, and strategic M&A growth.
-
August 25, 2026
- Buyer
- Inszone Insurance Services
- Target
- Hometown Insurance Center (M&B Gross, LLC)
- Seller
- Brandi Gross
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Inszone Insurance Services acquired Hometown Insurance Center, a community-rooted full-service insurance agency in Canyonville, Oregon (operating as M&B Gross, LLC). The deal is intended to strengthen Inszone’s commercial lines presence in Oregon while integrating the agency into Inszone’s expanded markets, technology, and back-office resources.
-
August 25, 2026
- Buyer
- TMF Group
- Target
- Navigator Partners
- Industry
- Financial Services
- Location
- Finland
- Type
- Buyout
TMF Group acquired Navigator Partners, a Finland-based provider of fund and investor administration, corporate services, and foundation management. The deal expands TMF Group’s financial services and administrative/compliance platform across Finland and the broader Nordic region, adding Navigator Partners’ 800+ client base and Compass portfolio reporting platform.
-
August 24, 2026
- Buyer
- NEXA Lending
- Target
- UMortgage
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
NEXA Lending announced it has acquired UMortgage, bringing the independent brokerage into the NEXA organization. The deal will allow UMortgage founder/CEO Anthony Casa to join NEXA as an Executive Partner while preserving UMortgage’s brand and maintaining loan-officer centered control and economics.
-
- Buyer
- Monte dei Paschi di Siena
- Target
- Banco BPM, Banca Generali
- Industry
- Financial Services
- Location
- Tuscany, Italy
- Type
- Buyout
Monte dei Paschi di Siena (MPS) has launched separate all-share takeover offers to acquire Banco BPM and Banca Generali, aiming to create Italy’s third-largest banking group. The bank is targeting completion by mid-February 2027, pending shareholder approval under Italian takeover rules.
-
August 21, 2026
- Buyer
- Goldman Sachs
- Target
- NEOS Investments
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
Goldman Sachs entered into an agreement to acquire NEOS Investments, a specialized ETF provider focused on systematic options-based income ETFs. The deal is valued at up to $2.25 billion (cash and equity) and is expected to close in the first quarter of 2027, subject to regulatory approval and customary conditions.
-
August 21, 2026
- Buyer
- Nasdaq
- Target
- LeveL Markets
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Nasdaq has entered into a definitive agreement to acquire LeveL Markets, an alternative trading system (ATS) platform and institutional execution venue. The deal is intended to strengthen Nasdaq’s ability to deliver institutional-grade liquidity solutions and support its “always-on” digital liquidity strategy via its newly formed Digital Liquidity Networks organization.
-
- Buyer
- HBT Financial
- Target
- Tri-County Financial Group
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
HBT Financial has agreed to acquire Tri-County Financial Group in a cash-and-stock transaction valued at approximately $204.6 million. The deal is intended to expand HBT’s Heartland Bank presence across central and northern Illinois and the Chicago metropolitan area, creating a combined organization with about $8.3 billion in total assets. The merger is expected to close in the first quarter of 2027, subject to approvals and customary closing conditions.
-
August 21, 2026
- Buyer
- Osaic, Carlson Advisor Networks
- Target
- IronGate Services
- Seller
- Ameriprise Financial Services
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Addon
Osaic affiliated IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing about $367 million in client assets, through Carlson Advisor Networks. The IronGate team will gain access to Osaic’s technology, investment capabilities, and back-office support while maintaining an independent structure.
-
August 21, 2026
- Buyer
- LPL Financial
- Target
- McCutchen Wesson Wealth Advisors
- Seller
- Edward Jones
- Industry
- Financial Services
- Location
- Arkansas, United States
- Type
- Addon
LPL Financial added McCutchen Wesson Wealth Advisors, an advisory team based in Marion, Arkansas, which serves approximately $190 million in client assets. The team—led by financial advisors Paul McCutchen and Jarod Wesson—joins LPL from Edward Jones and cited LPL’s independent model and expanded investment, planning, banking, and lending resources as key reasons for the move.
-
August 21, 2026
- Buyer
- Stratos Wealth Enterprises, SEI Investments Company
- Target
- RPI Financial Life Planners
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Stratos Wealth Enterprises entered into a strategic partnership with RPI Financial Life Planners, with the acquisition expanding Stratos’ presence across the Midwest and adding approximately $400 million in assets. RPI will continue operating under the “RPI Financial Life Planners” name while retaining its team, client relationships, and financial planning philosophy, and gains access to Stratos’ operational infrastructure and technology.
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Frequently Asked Questions
What kinds of acquisitions are covered under Financial Services?
The listed events include wealth management practice acquisitions, insurance platform expansion, lending/joint-venture investment structures, and technology or platform-focused buys (e.g., reconciliation, online brokerage, and cross-sell/data platforms).
Which deal types appear repeatedly in the recent entries?
Common themes include platform expansion through buying operating companies, rollups of independent financial advisory practices, and transactions that require regulatory approvals before closing.
Are there acquisitions outside the United States?
Yes. Recent entries list activity in the United Kingdom, India (Maharashtra), the Bahamas, and other locations, alongside multiple U.S. states.
Do the transactions require regulatory approval?
Several entries explicitly note regulatory approvals or approvals by relevant authorities and/or members before closing (for example, the BECU + SAFE Credit Union combination).
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