Tracked deals
2761
2761 tracked deals across 2007-2026.
Top Financial Services Acquirers (2007-2026)
Buyer mix
Strategic-led
2381 strategic · 737 pe
Top trend
Volume peaked in 2026
632 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Wealth management and advisory consolidation features prominent buyers such as Modern Wealth Management acquiring Sanchez Wealth Management Group (Florida).
- Banking and community bank M&A appears alongside fintech expansion, including Chime’s agreement to acquire Stride Bank (Oklahoma) and John Marshall Bancorp’s all-stock merger with Eagle Financial Services (Virginia).
- Credit and rating coverage spans both operating businesses and affiliate models, such as Moody’s’ planned minority stake in PhilRatings (Philippines).
- Insurance distribution and integrated wealth platforms show up through acquisitions like Arrow Financial Corporation’s subsidiary Upstate Agency acquiring Skene Valley Agency (New York) and Simplicity Group acquiring an IMO and a wealth management RIA.
| Deal theme | Examples in these acquisitions |
|---|---|
| Wealth & advisory scale-ups | Creative Planning → RVK; Modern Wealth Management → Sanchez Wealth Management Group |
| Banking & platform expansion | Chime → Stride Bank; Gateway First Bank → Colonial Savings |
| Ratings, credit & market infrastructure | Moody’s → PhilRatings; CME Group → EEX dairy indices |
| Cross-border financial services | Singapore, Philippines, Germany deals |
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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) |
| World Insurance Associates LLC | 19 | National insurance brokerage and financial services organ... | Strategic |
| Arthur J. Gallagher & Co. | 17 | Global insurance brokerage, risk management and consultin... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 17 | National registered investment adviser offering wealth ma... | Strategic (PE-backed) |
| 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
-
October 14, 2026
- Buyer
- Payward, Inc.
- Target
- Saldo Finance Oy
- Industry
- Financial Services
- Location
- Finland
- Type
- Buyout
Payward signed a definitive agreement to acquire Saldo Finance Oy, the Finnish holding company whose subsidiary is Saldo Bank UAB, a Lithuania-licensed specialized bank operating across several European markets. The acquisition would add an EU banking license and expand Payward Banking’s European deposit, lending, card issuance, SEPA payments, and banking-as-a-service capabilities; closing is expected in 2027, subject to regulatory approvals and other customary conditions.
-
- Buyer
- Crédit Agricole
- Target
- IKB Deutsche Industriebank
- Seller
- Lone Star Funds
- Industry
- Financial Services
- Location
- North Rhine-Westphalia, Germany
- Type
- Buyout
Crédit Agricole signed an agreement to acquire 100% of IKB Deutsche Industriebank from Lone Star Funds. The acquisition is intended to expand Crédit Agricole’s presence in Germany and strengthen its mid-corporate and Mittelstand banking franchise; closing is expected by the end of the second quarter of 2027, subject to customary approvals.
-
October 13, 2026
- Buyer
- EQT Holdings Limited
- Target
- Platinum Investment Management Limited
- Seller
- Platinum Asset Pty Limited
- Industry
- Financial Services
- Location
- New South Wales, Australia
- Type
- Buyout
EQT Holdings entered into a conditional agreement to acquire all issued shares of Platinum Investment Management Limited from Platinum Asset Pty Limited, a wholly owned subsidiary of L1 Group, for nominal consideration. The acquisition is intended to expand Equity Trustees’ responsible-entity footprint and deepen its relationship with L1 Group; completion remains subject to customary conditions and regulatory requirements.
-
October 12, 2026
- Target
- Pioneer Credit Recovery
- Seller
- Duncan Solutions
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Divestiture
Duncan Solutions completed the sale of Pioneer Credit Recovery as the final step in a series of divestitures that refocused Duncan on transportation revenue-cycle management technology. The article does not identify the buyer or disclose the sale terms.
-
October 12, 2026
- Buyer
- Searchlight Capital Partners, Fitzroy Capital
- Target
- Kredinor
- Industry
- Financial Services
- Location
- Norway
- Type
- Buyout
Searchlight Capital Partners and Fitzroy Capital agreed to acquire Kredinor after a strategic review of the Norwegian credit management company’s ownership structure. The buyers intend to provide capital and operational expertise to support Kredinor’s continued growth; completion is subject to customary approvals and was expected in January 2027.
-
New York Life Investment Management and Apogem Capital Acquire Remaining Stake in Bow River AdvisersOctober 11, 2026
- Buyer
- New York Life Investment Management, Apogem Capital
- Target
- Bow River Advisers
- Seller
- Bow River Capital
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
New York Life Investment Management and its private markets affiliate Apogem Capital acquired the remaining ownership interest in Bow River Advisers from Bow River Capital, building on NYLIM’s initial investment in 2023. The Evergreen investment team will join Apogem’s private markets platform, and the Bow River Capital Evergreen Fund will be renamed the Apogem Evergreen Fund; Bow River Capital will retain a meaningful economic interest for several years.
-
October 9, 2026
- Buyer
- Brio Platform, Losange Finance
- Target
- Stellé
- Industry
- Financial Services
- Location
- Quebec, Canada
- Type
- Buyout
Brio Platform and Losange Finance merged to form Stellé, combining fund operations software with fund administration and accounting services. The combined company serves private capital managers with an integrated platform and services team; terms were not disclosed.
-
October 9, 2026
- Buyer
- AvaTrade
- Target
- FXCM Group
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
AvaTrade agreed to acquire a majority of FXCM Group’s business and brand, bringing them into the AvaTrade Group. The combination is intended to expand AvaTrade’s international reach and multi-asset offering while giving relevant FXCM clients access to AvaTrade’s trading platforms, AI-powered tools and products.
-
- Buyer
- Carson Group, Carson Wealth
- Target
- Foran Financial Group
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Addon
Carson Group announced that Foran Financial Group will join Carson Wealth’s integrated advisor channel and operate as a Carson Wealth location in Somerville, New Jersey. The family-led practice, serving about $410 million in assets under management, will continue led by Daniel Foran and John Foran while gaining Carson’s planning capabilities, technology, and operational support.
-
October 8, 2026
- Buyer
- SRS Acquiom
- Target
- Pantarai
- Industry
- Financial Services
- Location
- Essex, United Kingdom
- Type
- Buyout
SRS Acquiom signed an agreement to acquire Pantarai, a provider of loan technology, closing services, and middle-office solutions for broadly syndicated loans and private credit markets. The acquisition will expand SRS Acquiom’s Loan Agency platform into trade closing and loan technology, and support the launch of a new Loan Solutions business.
-
October 8, 2026
- Buyer
- Byline Bancorp
- Target
- Illinois State Bancorp, First Nations Bank, The Bank of Bourbonnais
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Byline Bancorp agreed to acquire Illinois State Bancorp in a cash-and-stock transaction valued at approximately $87.9 million. Following the deal, Illinois State Bancorp and its wholly owned banking subsidiaries will merge with Byline, expanding Byline’s presence across the Chicago market.
-
October 8, 2026
- Buyer
- KKR
- Target
- Gen II Fund Services
- Seller
- Hg, General Atlantic, Other minority investors
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
KKR agreed to acquire Gen II Fund Services from Hg, General Atlantic and other minority investors in a transaction valuing the company at $5.1 billion. Expected to close in 2027 subject to regulatory approvals and customary conditions, the deal will support Gen II’s international expansion, broader service capabilities and investment in proprietary technology and AI-enabled solutions.
-
October 7, 2026
- Buyer
- Andersen Group Inc.
- Target
- Merchantec
- Industry
- Financial Services
- Location
- Gauteng, South Africa
- Type
- Buyout
Andersen Group announced the acquisition of Merchantec, a South African investment banking and corporate finance firm. The acquisition establishes Andersen’s first investment banking operation in South Africa and provides a platform for growth in corporate finance and related advisory services across Africa.
-
October 7, 2026
- Buyer
- Formation
- Target
- Orca, Loopscale
- Industry
- Financial Services
- Type
- Buyout
Orca and Loopscale announced their merger, combining Orca’s crypto trading and liquidity infrastructure with Loopscale’s credit and vault infrastructure under a new company called Formation. Formation will develop unified capabilities across asset origination, vault strategies, credit, issuance, and distribution, and plans a path into regulated U.S. capital markets.
-
October 6, 2026
- Buyer
- Prosperum Fintech Holdings
- Target
- Yellow Tunnel
- Industry
- Financial Services
- Type
- Buyout
Prosperum Fintech Holdings (PFH) acquired Yellow Tunnel, an AI-powered investing platform offering market analysis, stock screening and trade discovery. PFH plans to combine Yellow Tunnel with its existing Option Hotline business as core brands of a new Investor Terminal, expanding its AI-enabled investing tools for retail investors.
-
October 6, 2026
- Buyer
- Heffernan Insurance Brokers
- Target
- Walterry Insurance Brokers
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Heffernan Insurance Brokers acquired Walterry Insurance Brokers, an independent insurance agency based in Clinton, Maryland. The Walterry team joined Heffernan effective May 1, 2026, expanding Heffernan’s presence in the Washington, D.C. metropolitan area and strengthening its media/professional liability capabilities.
-
- Buyer
- Trade Nation
- Target
- Stratos Markets Limited (FXCM/Tradu UK)
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Divestiture
Trade Nation, a FCA-regulated spread betting and CFD provider, agreed to acquire the UK client portfolio of Stratos Markets Limited, which operates under the FXCM (and Tradu) brands in the United Kingdom. The transfer is expected to complete by late November 2026 following a managed transition plan focused on client protection and continuity.
-
- Buyer
- Bank of Ann Arbor, Arbor Bancorp
- Target
- Huron Valley State Bank, Huron Valley Bancorp
- Seller
- Huron Valley shareholders
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Buyout
Bank of Ann Arbor, through its holding company Arbor Bancorp, has entered into a definitive agreement to acquire Milford, Michigan–based Huron Valley State Bank in an all-cash deal valued at approximately $52.1 million. The agreement calls for Huron Valley shareholders to receive $59 in cash per share, with closing expected in late 2026 or the first quarter of 2027, subject to regulatory and shareholder approvals.
-
- Buyer
- Alto
- Target
- Forge Trust, Forge Services
- Seller
- Forge Global (a Charles Schwab company)
- Industry
- Financial Services
- Location
- South Dakota, United States
- Type
- Buyout
Alto has agreed to acquire Forge Trust and its parent company, Forge Services, from Forge Global, a Charles Schwab company. The deal will create a self-directed retirement investment platform with more than $20B in assets under custody and administration, combining Forge Trust’s custodial capabilities with Alto’s technology and marketplace infrastructure.
-
October 6, 2026
- Buyer
- Third Coast Bancshares
- Target
- Great Plains Bancshares
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Third Coast Bancshares agreed to acquire Great Plains Bancshares in an all-stock transaction valued at about $239.6 million. The deal will expand Third Coast’s footprint in the Dallas market and establish an entry into Oklahoma, combining banking operations under the Great Plains brand initially.
-
October 5, 2026
- Buyer
- Intesa Sanpaolo
- Target
- Monte dei Paschi di Siena (MPS)
- Industry
- Financial Services
- Location
- Italy
- Type
- Buyout
Intesa Sanpaolo’s improved takeover bid for Monte dei Paschi di Siena (MPS) won support from MPS’s largest shareholder, Delfin, which committed to tender its shares and to vote against MPS’s defensive strategy. The backing was accompanied by Intesa increasing the cash portion of the offer, while MPS shareholders were scheduled to vote on the defense strategy later in October.
-
- Buyer
- Hilb Group
- Target
- Pennsylvania-based full service property and casualty and employee benefits agency
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Hilb Group announced it has acquired a Pennsylvania-based full-service property and casualty and employee benefits agency. The acquisition took effect on September 1, 2026, as Hilb Group continues growing its Mid-Atlantic presence.
-
October 3, 2026
- Buyer
- Capitolis, Parthenon Capital
- Target
- eSecLending
- Seller
- Parthenon Capital, eSecLending management team
- Industry
- Financial Services
- Type
- Buyout
Capitolis has agreed to acquire eSecLending for $200 million in an all-cash transaction. The deal expands Capitolis’s financial resource management platform into securities lending and strengthens relationships across the capital markets and prime brokerage ecosystem.
-
October 3, 2026
- Buyer
- Peoples Bancorp, Inc.
- Target
- Capital Bancorp, Inc.
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Capital Bancorp, Inc. is proposed to merge with Peoples Bancorp, Inc. Under the described terms, Capital shareholders are expected to receive 1.11 shares of Peoples Bancorp common stock for each Capital share.
-
October 2, 2026
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Albany Insurance Services Limited
- Industry
- Financial Services
- Location
- New Zealand
- Type
- Buyout
Arthur J. Gallagher & Co. has acquired Albany Insurance Services Limited to expand Gallagher’s insurance brokerage presence in New Zealand. Albany Insurance will become part of Gallagher’s New Zealand brokerage organization, with the team operating under Gallagher leadership. Financial terms were not disclosed.
-
- Buyer
- Nuveen, LLC
- Target
- Schroders plc
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Nuveen completed its acquisition of Schroders, combining the two investment firms into a global active public-to-private asset and wealth manager. The combined organization operates in more than 40 markets and broadens Nuveen’s capabilities across institutional and wealth channels.
-
October 1, 2026
- Buyer
- ALKEME Insurance
- Target
- C&W Insurance Agency
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
ALKEME Insurance announced the acquisition of C&W Insurance Agency, a retail insurance agency in Manhattan, Kansas serving personal and commercial insurance needs. The acquisition supports ALKEME’s growth in expanding markets and adds an established local team.
-
October 1, 2026
- Buyer
- ALKEME Insurance
- Target
- Ambassador Group
- Seller
- David DeLorenzo, Founder of Ambassador Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
ALKEME Insurance announced the acquisition of Ambassador Group, an agency in Phoenix, Arizona specializing in bar and restaurant insurance. The deal is part of ALKEME’s Q3 2026 strategy to expand its national reach and specialty capabilities.
-
October 1, 2026
- Buyer
- ALKEME Insurance
- Target
- Thomson Financial Services
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Addon
ALKEME Insurance announced the acquisition of Thomson Financial Services, an employee benefits agency based in Southington, Connecticut. The transaction expands ALKEME’s employee benefits and healthcare-related expertise across Connecticut.
-
October 1, 2026
- Buyer
- Nuveen, LLC
- Target
- Schroders plc
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Nuveen completed its acquisition of Schroders, bringing together complementary businesses to form a global active public-to-private asset and wealth manager with about $2.6 trillion in AUM. The firms plan to keep Schroders operating separately for 12–18 months while integration planning progresses and will build toward a unified investment platform.
-
October 1, 2026
- Buyer
- Randolph-Brooks Federal Credit Union (RBFCU)
- Target
- True Sky Federal Credit Union
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Randolph-Brooks Federal Credit Union (RBFCU) completed its merger with Oklahoma City-based True Sky Federal Credit Union. The NCUA approved the deal in May, members voted in favor in August, and the combined credit union became legally recognized as a single entity on Oct. 1, 2026 as RBFCU.
-
- Buyer
- Peoples Bancorp Inc.
- Target
- Capital Bancorp, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Peoples Bancorp Inc. announced it will acquire Capital Bancorp, Inc. in an all-stock transaction valued at approximately $728.1 million. Under the merger agreement, Capital will merge into Peoples, followed by Capital Bank merging into Peoples Bank. The combined company is expected to operate more than 150 banking locations across eight states plus Washington, D.C., and to expand specialty financial services nationwide.
-
September 30, 2026
- Buyer
- Vesterra Capital Partners (management partners)
- Target
- AMG's minority equity interest in Vesterra Capital Partners (formerly part of Comvest Partners)
- Seller
- AMG
- Industry
- Financial Services
- Type
- Buyout
Vesterra Capital Partners transitioned to full management ownership after its partners acquired AMG's minority equity interest and completed the separation of investment operations formerly under Comvest Partners. The transaction closed on September 30, 2026, giving Vesterra’s management team full ownership and control.
-
September 30, 2026
- Buyer
- Hightower Signature Wealth, Hightower Advisors
- Target
- Synergy Capital Solutions
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Addon
Hightower Signature Wealth (HTSW), part of Hightower Advisors, announced the addition of Synergy Capital Solutions, a wealth management practice serving affluent clients across the U.S. Synergy joined the HTSW platform as part of the transaction that closed on September 30, 2026, adding approximately $1 billion in assets under management.
-
September 28, 2026
- Buyer
- World Insurance Associates LLC
- Target
- American Insurance Agency
- Seller
- American Insurance Agency owner (James J. Farren)
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
World Insurance Associates acquired the business of American Insurance Agency in Hingham, Massachusetts, effective June 1, 2026. Financial terms were not disclosed. The acquisition is intended to expand World’s presence in the greater Boston area.
-
September 28, 2026
- Buyer
- Peoples Bancorp Inc.
- Target
- Citizens National Corporation, Citizens Bank of Kentucky, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Peoples Bancorp announced it received all necessary regulatory approvals for its merger with Citizens National Corporation. The company also noted shareholder approval had occurred for the Agreement and Plan of Merger dated April 20, 2026, with Peoples as the surviving corporation.
-
September 25, 2026
- Buyer
- Lendistry
- Target
- Windsor Life Insurance Company
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Lendistry has completed its acquisition of Windsor Life Insurance Company, marking an expansion into life insurance carrier ownership. The deal adds a licensed, regulated life insurance carrier to Lendistry’s existing small business lending and insurance-related capabilities, with an emphasis on integrating Windsor Life while maintaining services for its current policyholders.
-
September 25, 2026
- Buyer
- Horizon
- Target
- LSA Portfolio Analytics
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Horizon, a wealth services firm headquartered in Charlotte, North Carolina, completed its acquisition of LSA Portfolio Analytics, a Missouri-based provider of outsourced chief investment officer (OCIO) services. The deal expands Horizon’s OCIO and investment consulting capabilities for independent financial advisors, serving more than 200 advisory firms nationwide.
-
September 25, 2026
- Buyer
- Madison Dearborn Partners
- Target
- The Marygold Companies, USCF
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Madison Dearborn Partners agreed to acquire The Marygold Companies in an all-cash transaction valued at $2 per share, representing a 100% premium to Marygold’s prior closing share price. Following the acquisition, the parties plan to refocus the business on USCF and support USCF’s product development, distribution, and marketing.
-
September 25, 2026
- Buyer
- Sunwest Bank
- Target
- Nano Banc
- Seller
- Federal Deposit Insurance Corporation (FDIC)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Sunwest Bank acquired Nano Banc, an Irvine, California bank, in an FDIC-assisted acquisition following Nano Banc’s receivership. The FDIC accepted receivership from the Department of Financial Protection and Innovation, and the transaction closed on Friday, September 25, 2026.
-
September 25, 2026
- Buyer
- Modern Wealth Management
- Target
- AWA Wealth Management
- Seller
- Derrick Andrews (founder of AWA Wealth Management)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Modern Wealth Management has acquired AWA Wealth Management, a registered investment advisory firm based in Auburn, California, managing approximately $290 million in client assets. The deal expands Modern Wealth’s presence in Northern California and provides AWA with additional resources for estate/trust planning, tax capabilities, retirement planning expertise, and advisor succession and development.
-
September 24, 2026
- Buyer
- Standish Management
- Target
- NCM Fund Services
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Standish Management has signed an agreement to acquire NCM Fund Services, an independent provider of fund administration services for alternative investment funds. The deal is expected to close later in 2026 after customary regulatory approvals, and NCM’s management team will continue to lead the business while reinvesting a portion of proceeds into Standish.
-
September 23, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Compass Advisors, Long Island Wealth Management
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
CAPTRUST Financial Advisors expanded its New York presence by adding Compass Advisors and Long Island Wealth Management, two affiliated advisory firms based in Melville, New York. The combined teams bring seven professionals and approximately $1.2 billion in assets, with both firms adopting the CAPTRUST brand. The firms cited CAPTRUST’s fiduciary approach and operational resources—such as cyber-security, tax, and estate planning support—as key reasons for joining.
-
September 23, 2026
- Buyer
- MoonPay Inc
- Target
- North Capital Investment Technology, Inc.
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Buyout
MoonPay entered into a definitive merger agreement to acquire North Capital Investment Technology, a private-markets infrastructure platform. The deal will make North Capital a wholly owned subsidiary of MoonPay and is expected to add North Capital’s regulated brokerage and investment-advisory capabilities, including its PPEX ATS, to MoonPay’s financial infrastructure platform for tokenized and onchain capital markets.
-
September 22, 2026
- Buyer
- FactSet
- Target
- BCC Group International, bccg
- Industry
- Financial Services
- Location
- Germany
- Type
- Buyout
FactSet announced the acquisition of BCC Group International, a Germany-based financial software developer focused on cloud-native and hybrid market data distribution platforms. The deal is intended to expand FactSet’s Real-Time Solution Suite by integrating BCC Group’s ONE Platform and delivering an open, governed, API-first ecosystem for centralized market data management across flexible deployment options.
-
September 22, 2026
- Buyer
- Peakline Partners
- Target
- Kalon Capital
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
Peakline Partners acquired Kalon Capital, an equipment finance company based in Stamford, Connecticut, to expand Peakline’s equipment finance and asset-backed private credit capabilities. The deal brings Kalon’s financing platform and leadership team into Peakline, with Kalon’s Founder and CEO Nicole Torraco continuing to lead the equipment finance business.
-
September 21, 2026
- Target
- Banque Internationale à Luxembourg (BIL)
- Seller
- Legend Holdings, Precision Capital (historical seller mentioned)
- Industry
- Financial Services
- Location
- Luxembourg
- Type
- Buyout
Legend Holdings has launched a sale process for its 89.9% stake in Banque Internationale à Luxembourg (BIL), potentially valuing the bank at around €2.5 billion or more. The process, handled with Goldman Sachs, is at an early stage and does not guarantee a transaction will be completed.
-
September 21, 2026
- Buyer
- BlackLine
- Target
- NetNow
- Industry
- Financial Services
- Type
- Buyout
BlackLine acquired NetNow, an AI-enabled platform for B2B customer onboarding and credit risk management. The acquisition expands BlackLine’s Invoice-to-Cash capabilities upstream by adding customer credit intelligence, automation of credit applications and monitoring, and AI-driven risk and fraud detection integrated into its broader Agentic Financial Operations platform.
-
September 21, 2026
- Buyer
- Maridea Wealth Management
- Target
- River Cities Financial Services, Dietz, Futrell & Walters Insurance (DFW Insurance)
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Maridea Wealth Management expanded into Ohio by adding River Cities Financial Services and Dietz, Futrell & Walters Insurance (DFW Insurance) to its wealth management platform. The combination brings an integrated model of investment advisory and insurance services, with the local teams remaining in their existing Ohio offices.
-
September 18, 2026
- Buyer
- TruGolf Links Franchising, LLC, TruGolf Holdings, Inc.
- Target
- Polymath Research Inc.
- Industry
- Financial Services
- Location
- Ontario, Canada
- Type
- Buyout
TruGolf Links Franchising, LLC announced initiatives with Polymath to develop tokenized financing opportunities for TruGolf franchisees, contingent on completion of TruGolf’s proposed acquisition of Polymath. The initiatives include plans for an equipment leasing program funded through tokenized offerings on the Polymath platform and an early plan for fractional franchise ownership offerings.
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Frequently Asked Questions
What types of financial services businesses are included in these acquisitions?
Deals include wealth management and investment consulting, banking and community banking, digital lending, insurance agency distribution, investment platforms/RIAs, and financial market infrastructure (including indices).
Are there deals outside the United States?
Yes. The listed transactions include locations in the Philippines, Singapore, and Saxony, Germany, alongside multiple U.S. states such as Florida, Texas, New York, Oregon, Iowa, Oklahoma, and Virginia.
Which acquisition themes appear most often?
Common themes include expanding client-facing capabilities (wealth and institutional consulting), increasing distribution footprints (insurance agencies and IMOs), and gaining access to platforms or underlying market instruments (e.g., indices for exchange-traded futures).
Do these deals typically close immediately?
No—many agreements reference expected closing windows and/or regulatory approvals, with some transfers planned for later dates or subject to customary closing conditions.
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