Tracked deals
2587
2587 tracked deals across 2007-2026.
Top Financial Services Acquirers (2007-2026)
Buyer mix
Strategic-led
2234 strategic · 700 pe
Top trend
Volume peaked in 2025
521 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Wealth management and tax add-ons are a recurring theme, including Wealth Enhancement acquiring Trippon Wealth Management Group and J.M. Trippon & Company PC CPAs in Houston, Texas.
- Consolidation in distribution platforms and advisory services shows up with LPL Financial welcoming Buell Wealth Management to its broker-dealer and RIA platform.
- Financial software and fintech capabilities are also targets—for example, CSI acquiring Qolo to expand treasury solutions and payments infrastructure.
- Banking and credit union deals focus on regional presence and expanded customer offerings, including First Bancorp’s planned acquisition of First Carolina Bancshares Corporation and America First Federal Credit Union acquiring Meadows Bank.
- International activity appears alongside U.S. deals, including Kroll acquiring ABC economics in Berlin to enhance global economic and econometric advisory work.
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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 |
|---|---|---|---|
| Hub International Limited | 29 | Full-service global insurance brokerage and financial ser... | Strategic (PE-backed) |
| Simplicity Group | 26 | Financial product distribution and partnership platform t... | 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) |
| Arthur J. Gallagher & Co. | 16 | Global insurance brokerage, risk management and consultin... | Strategic |
| World Insurance Associates LLC | 16 | National insurance brokerage and financial services organ... | Strategic |
| EP Wealth Advisors, LLC | 15 | Fee-only national registered investment adviser providing... | Strategic (PE-backed) |
| Warburg Pincus | 14 | Global private equity firm focused on growth investing ac... | PE |
| Mercer Global Advisors, Inc. | 13 | National registered investment adviser (RIA) offering wea... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 13 | 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
-
- Buyer
- Merit Financial Advisors
- Target
- Towson Wealth Management
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Merit Financial Advisors acquired Towson Wealth Management, an advisory firm managing approximately $502.5 million in total client assets. The deal completed on July 17, 2026, and the Towson team—led by CEO Kurt Wiegert—joined Merit, with Towson Wealth Management rebranding to Merit Financial Advisors.
-
July 30, 2026
- Buyer
- State Street
- Target
- Santander CACEIS Latin American Securities Services joint venture
- Seller
- Santander Group, CACEIS
- Industry
- Financial Services
- Location
- Unknown
- Type
- Buyout
State Street has signed an initial agreement to acquire the Santander CACEIS Latin American securities services joint venture in Brazil, Mexico, and Colombia. The deal is intended to expand State Street’s Latin America presence and strengthen custody, foreign-exchange, and middle- and back-office capabilities, with closing expected in 2027 subject to regulatory approvals and customary conditions.
-
- Buyer
- EQT AB, Bain Capital
- Target
- Perpetual Limited
- Industry
- Financial Services
- Location
- New South Wales, Australia
- Type
- Buyout
Swedish private equity firm EQT AB increased its takeover offer for Australian financial services company Perpetual to A$2.55 billion (about US$1.78 billion). Perpetual said it has not made a recommendation to shareholders regarding the revised bid, which remains conditional, including completion of Perpetual’s planned sale of its wealth management unit to Bain Capital.
-
July 27, 2026
- Buyer
- PGIM
- Target
- Deerpath Capital
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
PGIM has agreed to acquire the remaining 25% interest in Deerpath Capital, taking its ownership to 100%. The deal follows PGIM’s initial 75% acquisition announced in May 2023 and is subject to regulatory approval.
-
- Buyer
- Arax Advisory Partners
- Target
- Transcend Capital Advisors
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Arax Advisory Partners announced it has signed a definitive agreement to acquire Transcend Capital Advisors, a multi-state registered investment advisor managing more than $3 billion in assets under management. The transaction is expected to close in the third quarter, and Arax plans to continue supporting Transcend’s initiatives, including its Transcend Golf program.
-
July 25, 2026
- Buyer
- Allianz Group, Allianz Asia Holding
- Target
- HSBC Life Singapore
- Industry
- Financial Services
- Location
- Singapore
- Type
- Buyout
Allianz Group has agreed to acquire HSBC Life Singapore via its subsidiary Allianz Asia Holding. The deal is paired with a new 15-year exclusive distribution partnership with HSBC Bank Singapore, with total consideration of €2.0 billion.
-
- Buyer
- Optus Financial Corporation
- Target
- M&F Bancorp
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Optus Financial Corporation has signed a definitive merger agreement with M&F Bancorp to combine two Minority Depository Institutions, with an expected aggregate value exceeding $105 million. Under the terms, M&F Bancorp will merge into Optus, and Mechanics & Farmers Bank will merge into Optus Bank, creating a larger African American-owned institution across the Carolinas.
-
- Buyer
- Origin Merchant Partners
- Target
- Consensus
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Origin Merchant Partners is acquiring Consensus, a U.S.-based consumer-focused investment banking firm with offices in Boston and New York. The combination forms Consensus Consumer, a dedicated consumer-focused division within Origin aimed at serving founder-led, family-owned, and private-equity-backed consumer and retail brands across cross-border sales, capital raises, and strategic transitions.
-
- Buyer
- Northrim BanCorp, Inc.
- Target
- PBCO Financial Corporation, People's Bank of Commerce
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Northrim BanCorp, Inc. has entered into a definitive all-stock merger agreement to acquire PBCO Financial Corporation, parent of People's Bank of Commerce, in a transaction valued at approximately $167.3 million. The deal is expected to close in 4Q26 or early 1Q27, subject to regulatory and shareholder approvals.
-
- Buyer
- Goldman Sachs Alternatives
- Target
- AEGIS Hedging Solutions
- Seller
- Greenbelt Capital Partners, Baird Capital
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
AEGIS Hedging Solutions entered into a definitive agreement to be acquired by Goldman Sachs Alternatives. Goldman Sachs Alternatives will invest alongside AEGIS management, replacing Greenbelt Capital Partners and Baird Capital as the company’s institutional investment partner, with no deal price disclosed.
-
- Buyer
- Gesa Credit Union
- Target
- Willamette Valley Bank
- Seller
- Oregon Bancorp, Inc.
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Gesa Credit Union and Willamette Valley Bank, together with Willamette Valley Bank’s parent company Oregon Bancorp, Inc., announced a definitive agreement under which Gesa will acquire Willamette Valley Bank in an all-cash transaction. The deal is expected to close in the first half of 2027, pending regulatory approval and Oregon Bancorp shareholder approval.
-
- Buyer
- Arthur J. Gallagher & Co., Risk Placement Services, Inc. (RPS)
- Target
- W.N. Tuscano Agency, Inc.
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Arthur J. Gallagher & Co. acquired W.N. Tuscano Agency, Inc., a managing general agency (MGA) and wholesale insurance broker based in Greensburg, Pennsylvania. The purchase was completed through Gallagher’s U.S. wholesale brokerage/binding authority/programs division, Risk Placement Services (RPS), to expand wholesale insurance capabilities in Pennsylvania. Financial terms were not disclosed.
-
- Buyer
- Mike Kortas
- Target
- NEXA Lending
- Seller
- Mat Grella
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Recapitalization
NEXA Lending announced the successful resolution of all litigation between CEO Mike Kortas and former business partner Mat Grella. The settlement establishes Kortas as the sole owner of NEXA Lending, concluding a multi-year legal dispute and moving the company forward under unified ownership.
-
July 20, 2026
- Buyer
- Delen Private Bank
- Target
- Van Lawick & Co.
- Industry
- Financial Services
- Location
- South Holland, Netherlands
- Type
- Buyout
Delen Private Bank has agreed to acquire 100% of Van Lawick & Co., a wealth management firm based in The Hague, to expand its presence in the Dutch wealth management market. The deal is expected to close later in 2026, subject to customary regulatory approvals, and Van Lawick’s team is expected to remain with the combined organization under the Delen brand.
-
- Buyer
- Contents
- Target
- Balio
- Industry
- Financial Services
- Location
- Catalonia, Spain
- Type
- Buyout
Contents has acquired Balio, a Barcelona-based enterprise financial wellbeing platform, as part of its European expansion. Financial terms were not disclosed, and Balio’s team is joining Contents to strengthen its presence in Spain and expand capabilities serving corporate customers.
-
July 20, 2026
- Buyer
- First Financial Bancorp
- Target
- Finward Bancorp
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
First Financial Bancorp has agreed to acquire Finward Bancorp (holding company for Peoples Bank) in an all-stock transaction valued at approximately $208 million. The deal is expected to close in the fourth quarter of 2026, subject to regulatory approvals and Finward shareholder approval, and would expand First Financial’s presence across Northwest Indiana and the Chicago metropolitan market.
-
- Buyer
- Pepper Advantage
- Target
- Dilosk DAC
- Seller
- Bank of Ireland
- Industry
- Financial Services
- Location
- Ireland
- Type
- Buyout
Pepper Advantage has agreed to acquire Dilosk DAC, the Irish residential mortgage origination and servicing platform operating under the Dilosk and ICS Mortgages brands. The transaction is expected to close in late Q3 2026, subject to regulatory approvals and customary closing conditions, and would combine Dilosk’s Irish mortgage origination with Pepper Advantage’s credit management and technology platform.
-
July 17, 2026
- Buyer
- Creative Planning
- Target
- Lovell Insurance Group
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
Creative Planning, an independent registered investment advisory firm, announced it will acquire Lovell Insurance Group, a commercial insurance brokerage specializing in complex commercial insurance, surety, and risk management. The deal also brings John Lovell, Mike Pernice, and Georgia Williams to Creative Planning to expand its commercial insurance capabilities and integrated business-owner solutions.
-
July 17, 2026
- Buyer
- NFP
- Target
- Total Benefits Advisors
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
NFP, an Aon company, acquired Total Benefits Advisors, a Cleveland, Ohio-based employee benefits and retirement services advisory firm. The deal is intended to expand NFP’s presence in Northeast Ohio and strengthen its ability to provide integrated benefits and wealth management solutions to businesses and individuals.
-
July 17, 2026
- Buyer
- Kroll
- Target
- ABC economics
- Seller
- Founder Frank Maier-Rigaud (implied)
- Industry
- Financial Services
- Location
- Berlin, Germany
- Type
- Addon
Kroll acquired ABC economics, a Berlin-based economics and competition advisory firm, to strengthen its global economic and econometric capabilities for competition, regulatory, disputes, and complex transactions. Financial terms were not disclosed. The acquisition follows Kroll’s launch of Kroll Economics and Decision Intelligence and is intended to meet growing client demand for specialist economic expertise alongside traditional advisory services.
-
July 17, 2026
- Buyer
- Wealth Enhancement
- Target
- Trippon Wealth Management Group, J.M. Trippon & Company PC CPAs
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Trippon Wealth Management Group and its affiliated tax practice, J.M. Trippon & Company PC CPAs, both based in Houston, Texas. The acquisition closed on July 15, 2026, expanding Wealth Enhancement’s Houston presence and adding an integrated investment-management and proactive tax-planning team managing over $299 million in client assets.
-
July 16, 2026
- Buyer
- NLB Group, Raiffeisen Bank International (RBI)
- Target
- Addiko Bank AG
- Industry
- Financial Services
- Location
- Austria
- Type
- Buyout
Brandes Investment Partners said it intends to tender Addiko Bank AG shares it manages for clients to NLB Group, favoring NLB’s €37.00 per share offer over Raiffeisen Bank International’s (RBI) €26.50 per share. Brandes noted NLB’s offer is subject to regulatory approvals and highlighted the economic premium and differences in competing deal structures.
-
July 16, 2026
- Buyer
- Wafra Inc.
- Target
- Ardian
- Industry
- Financial Services
- Location
- France
- Type
- Growth capital
Wafra, an alternative investment firm headquartered in New York, announced it will increase its shareholding in Ardian, a global private investment firm with $200 billion in assets under management. The additional investment builds on Wafra’s initial strategic investment made in November 2025 and is subject to customary closing conditions and regulatory approvals, with closing expected between late 2026 and early 2027.
-
- Buyer
- LPL Financial
- Target
- Buell Wealth Management
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Growth capital
LPL Financial announced that the financial advisors of Buell Wealth Management have joined its broker-dealer and Registered Investment Advisor platform. The team manages approximately $370 million in advisory, brokerage, and retirement plan assets and will continue serving clients across 21 states.
-
- Buyer
- Stewart Title
- Target
- Rattikin Title Company
- Seller
- Rattikin family (Alicia Lindsey, Allyson Grona, Jeff Rattikin, and Laura Rattikin)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Stewart Title announced it has acquired a majority interest in Rattikin Title Company, one of the oldest and largest Texas title agencies. The acquisition brings together two leading title brands and is intended to expand Stewart’s title and escrow services in the Fort Worth and North Texas region.
-
- Buyer
- First Bancorp
- Target
- First Carolina Bancshares Corporation
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
First Bancorp announced it signed a definitive merger agreement to acquire First Carolina Bancshares Corporation in a stock-and-cash transaction valued at $166 million. The deal is expected to close in the fourth quarter of 2026 or early in the first quarter of 2027, subject to customary approvals and conditions.
-
July 14, 2026
- Buyer
- Caprock
- Target
- Venturi Private Wealth
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Caprock, a multi-family office registered investment adviser, announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management. The transaction adds about 30 employees (including 10 advisors) to Caprock and expands its footprint in Austin, while establishing a presence in Oklahoma City.
-
- Buyer
- Madrivo
- Target
- MoneyGeek
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Madrivo, part of Benevolent Generation (BenGen), announced its acquisition of MoneyGeek, a digital insurance comparison and personal finance company. The deal is intended to combine MoneyGeek’s editorial expertise and insurance carrier partnerships with Madrivo’s performance marketing platform and distribution network to expand discovery channels, including AI-powered search and GEO.
-
- Buyer
- First Hawaiian, Inc.
- Target
- TriCo Bancshares
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
First Hawaiian Bank’s parent company, First Hawaiian, agreed to acquire TriCo Bancshares (parent of Tri Counties Bank) in an all-stock transaction valued at approximately $2.02 billion. The deal will combine two relationship-focused bank franchises and create the sixth-largest bank headquartered in the Western United States, expanding First Hawaiian’s mainland presence in California.
-
July 12, 2026
- Buyer
- Bank CMG
- Target
- Farmers Savings Bank
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Buyout
Bank CMG completed its acquisition of Farmers Savings Bank, combining two Wisconsin community banks focused on customer service, local decision-making, and community investment. The deal expands Bank CMG’s presence across Wisconsin and provides Farmers Savings Bank customers access to a broader suite of banking, lending, treasury management, and digital banking services.
-
July 10, 2026
- Buyer
- America First Federal Credit Union
- Target
- Meadows Bank
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Buyout
America First Federal Credit Union consummated the acquisition of substantially all of the assets and assumed substantially all of the liabilities of Meadows Bank, including Meadows’ deposits. The combined institution will operate 122 locations and expands America First’s presence in Clark County, Nevada.
-
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Wilson M. Beck Insurance Services Inc.
- Industry
- Financial Services
- Location
- British Columbia, Canada
- Type
- Buyout
Arthur J. Gallagher & Co. announced it has acquired Burnaby, British Columbia-based Wilson M. Beck Insurance Services (WMB). The deal terms were not disclosed. WMB provides retail insurance brokerage to commercial clients across Western Canada, and the acquisition is expected to enhance Gallagher’s retail brokerage capabilities in Canada.
-
- Buyer
- Marex Group
- Target
- Bright Point International (BPI)
- Industry
- Financial Services
- Location
- Singapore
- Type
- Buyout
Marex Group has agreed to acquire Bright Point International (BPI), a Singapore-based multi-asset clearing business. The deal is intended to strengthen Marex’s Asia-Pacific clearing presence and expand client access to Chinese financial markets, adding approximately $800 million in client balances and more than 70 employees. Closing is expected in late 2026 or early 2027, subject to regulatory approvals.
-
July 9, 2026
- Buyer
- Arthur J. Gallagher & Co., Risk Placement Services, Inc. (RPS)
- Target
- Med James, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced that its U.S. wholesale brokerage and binding authority programs division, Risk Placement Services, Inc. (RPS), acquired Med James, Inc. Med James is a Kansas-based managing general agency (MGA) and wholesale insurance broker serving retail agents. Financial terms were not disclosed.
-
- Buyer
- Winged Keel Group
- Target
- SBSI, Inc. (dba NFP Insurance Solutions)
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Addon
Winged Keel Group acquired SBSI, Inc. (dba NFP Insurance Solutions), a Chicago-based independent insurance advisory firm serving ultra high net worth and family office clients nationwide. Winged Keel said it was working in cooperation with NFP Corp., an Aon company, but clarified that NFP Corp. did not sell SBSI and was not a party to the transaction.
-
- Buyer
- Enterprise Risk Associates
- Target
- Insurance Solutions of America
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Enterprise Risk Associates (ERA) acquired Insurance Solutions of America (ISOA), a national commercial insurance brokerage and risk management consulting firm, on May 8, 2026. The deal strengthens ERA’s specialty property and casualty insurance agency network, particularly for the fire protection industry; financial terms were not disclosed.
-
July 9, 2026
- Buyer
- B Capital, California Public Employees' Retirement System (CalPERS)
- Target
- Russell Investments
- Seller
- TA Associates, Reverence Capital Partners
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
Russell Investments has agreed to be acquired by an investor consortium led by B Capital, with the California Public Employees' Retirement System (CalPERS) joining as an investor. The consortium will buy Russell Investments from existing owners TA Associates and Reverence Capital Partners; financial terms were not disclosed. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.
-
July 9, 2026
- Buyer
- Principal Financial Group
- Target
- Beam Benefits
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Buyout
Principal Financial Group announced an agreement to acquire Beam Benefits, a digitally native employee ancillary benefits provider serving more than 25,000 small businesses. The deal is intended to strengthen Principal’s specialty benefits position in the small and mid-sized business (SMB) market by expanding cloud-native, AI-enabled technology capabilities.
-
- Buyer
- AlphaCore Wealth Advisory
- Target
- Elk River Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Elk River Wealth Management partnered with AlphaCore Wealth Advisory to expand Elk River’s suite of client services and access additional resources and capabilities. SDR Ventures acted as the exclusive investment banking advisor to Elk River throughout the transaction process.
-
July 8, 2026
- Buyer
- ALKEME Insurance
- Target
- Virtue Risk Partners
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
ALKEME Insurance announced the acquisition of Virtue Risk Partners, a Pearl River, New York-based managing general agent (MGA) offering specialty insurance solutions. The deal expands ALKEME’s specialty program underwriting capabilities into MGA program underwriting, deepening coverage expertise across casualty, professional, and environmental lines.
-
July 8, 2026
- Buyer
- Carson Group
- Target
- FFR Wealth Team
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Carson Group announced the acquisition of FFR Wealth Team, with the team transitioning into an integrated Carson Wealth office in Northern Kentucky. The Covington, Kentucky-based team manages approximately $201 million in assets under management and will leverage Carson’s advisor-focused platform and support resources, including succession planning.
-
- Buyer
- Hometown Financial Group, Inc.
- Target
- Primary Bank
- Industry
- Financial Services
- Location
- New Hampshire, United States
- Type
- Buyout
Hometown Financial Group has entered into a merger agreement to acquire Primary Bank, a publicly traded commercial bank based in Bedford, New Hampshire, in a deal valued at approximately $160 million. The transaction is expected to expand Hometown’s presence in southern New Hampshire and bring Primary Bank branches under the TruNorth Bank name, alongside a concurrent mutual-to-stock conversion expected in the first quarter of 2027.
-
- Buyer
- Equifax Inc.
- Target
- Círculo de Crédito
- Seller
- Banca Afirme, S.A. Institución de Banca Múltiple Afirme Grupo Financiero, Coppel, S.A. de C.V., Grupo Elektra, S.A.B. de C.V., Group of private investors
- Industry
- Financial Services
- Location
- Mexico
- Type
- Buyout
Equifax has signed a definitive agreement to acquire Círculo de Crédito, Mexico’s fastest-growing credit bureau, for an enterprise value of $750 million (purchase price of $825 million). The acquisition is intended to expand Equifax’s presence in Mexico and provide Círculo de Crédito customers with Equifax’s cloud-native capabilities and patented EFX.AI technology.
-
July 7, 2026
- Buyer
- Wintrust Private Trust Company, Wintrust Financial
- Target
- Northern Trust guardianship services business
- Seller
- Northern Trust
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Wintrust Private Trust Company has entered into an agreement to purchase Northern Trust’s guardianship services business. The transaction is expected to close later in 2026, with Northern Trust’s guardianship team relocating to Wintrust and financial terms not disclosed.
-
July 7, 2026
- Buyer
- Monetary Metals
- Target
- TJS USA Inc
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Monetary Metals, the Gold Yield Marketplace platform, has acquired TJS USA Inc, a gold asset assurance provider. The acquisition is structured as an all-share deal valuing TJS at $28.5 million, and TJS will operate as a wholly owned subsidiary with retention of its brand and leadership.
-
July 3, 2026
- Buyer
- Ocehan LLC
- Target
- Sun Life Financial Inc.
- Industry
- Financial Services
- Location
- Ontario, Canada
- Type
- Buyout
Ocehan LLC has filed an unsolicited mini-tender offer to purchase up to 100,000 common shares of Sun Life Financial Inc. Sun Life cautioned shareholders that the offered price is significantly below recent market prices and does not recommend or endorse acceptance. Shareholders are not required to tender their shares and can review the offer documents and options available to them.
-
- Buyer
- Capital Research and Management Company
- Target
- KT&G
- Industry
- Financial Services
- Location
- South Korea
- Type
- Growth capital
KT&G announced that U.S.-based global investment management company Capital Research and Management Company acquired additional KT&G shares, raising its stake to 8.22% as of July 3, 2026. The acquisition follows prior disclosed increases to 5.61% (May) and 7.21% (June).
-
- Buyer
- Parvis Invest Inc.
- Target
- Atlas One Digital Securities Inc.
- Industry
- Financial Services
- Location
- British Columbia, Canada
- Type
- Buyout
Parvis Invest Inc. has signed a definitive share purchase agreement to acquire 100% of Atlas One Digital Securities Inc., a registered exempt market dealer operating across Canada. The deal is subject to customary closing conditions, including regulatory approvals and TSX Venture Exchange approval.
-
July 2, 2026
- Buyer
- Coastal Bridge Advisors, Waddell & Associates, One Charles Private Wealth
- Target
- Waddell & Associates, One Charles Private Wealth
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Coastal Bridge Advisors completed a strategic merger with Waddell & Associates and One Charles Private Wealth. The combined firm operates under the Coastal Bridge Advisors name and will have more than $10 billion in assets under management (as of June 30, 2026), expanding client resources, technology, and advisory capabilities across multiple regions.
-
- Buyer
- King Risk Partners
- Target
- Intermarket Insurance Agency
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
King Risk Partners announced the acquisition of Intermarket Insurance Agency, an independent insurance agency headquartered in Northport, New York. The deal is intended to strengthen King Risk Partners’ specialty capabilities and expand its New York presence by adding an established agency with long-standing client relationships.
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Frequently Asked Questions
What types of financial services acquisitions are covered here?
The page highlights acquisitions across wealth management and tax services, employee benefits and retirement advisory, insurance brokerage and risk management, banking and credit unions, and fintech/payments infrastructure.
Where are the most recent deals located?
Recent transactions are shown across multiple U.S. states such as Texas, Missouri, Ohio, Connecticut, Florida, North Carolina, Wisconsin, Utah, and Nevada-related expansion, plus a deal in Berlin, Germany.
Do acquisitions focus more on wealth advisory or on banking?
Both appear. The page includes wealth and advisory platform moves (e.g., Wealth Enhancement, Creative Planning, LPL Financial, NFP) and traditional financial institution transactions (e.g., First Bancorp, Bank CMG, America First Federal Credit Union).
Is financial technology part of the acquisition landscape here?
Yes. One example is CSI acquiring Qolo to expand commercial banking platform capabilities such as treasury solutions, payments orchestration, and commercial card functions.
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