Tracked deals
368
368 tracked deals across 2024.
Financial Services Acquisitions in 2024
Buyer mix
Strategic-led
305 strategic · 119 pe
Top trend
Volume peaked in 2026
557 tracked deals announced in 2026.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Wealth Enhancement Group | 9 | National independent wealth management firm providing com... | Strategic (PE-backed) |
| Focus Financial Partners Inc. | 4 | Partnership/network of wealth management and related fina... | PE |
| Hub International Limited | 4 | Global insurance brokerage and financial services firm pr... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 4 | Federally registered investment adviser offering investme... | Strategic (PE-backed) |
| Blue Owl Capital Inc. | 3 | Public alternative asset manager investing across credit,... | PE |
| Estancia Capital Partners | 3 | Specialist private equity firm investing in lower middle-... | PE |
| MAI Capital Management, LLC | 3 | Registered investment adviser and wealth management firm ... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 3 | National registered investment adviser offering wealth ma... | Strategic (PE-backed) |
| Merit Financial Advisors | 3 | National wealth management firm and RIA platform providin... | Strategic (PE-backed) |
| TA Associates | 3 | Global private equity firm focused on scaling growth in p... | PE |
Acquisition Volume in Financial Services in 2024 by Year
Last 10 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
December 31, 2024
- Buyer
- MAI Capital Management
- Target
- Concentric Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Cleveland-based MAI Capital Management has acquired Concentric Wealth Management, a Lafayette, California RIA with six employees and $662 million in client assets, effective December 31, 2024. Concentric's founders, Eric Flett and Stewart McGuire, will adopt MAI branding and join as regional presidents as the firm integrates MAI's operations, HR and marketing resources.
-
December 31, 2024
- Buyer
- Wealth Enhancement
- Target
- Danison & Associates, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Wealth Enhancement, a national independent wealth management firm, acquired Danison & Associates, an independent RIA based in Columbus, Ohio that oversees roughly $82 million in client assets. The deal closed on December 31, 2024 and marks Wealth Enhancement's first office in Greater Columbus as the two-advisor team joins Wealth Enhancement's platform and centralized planning and back-office services.
-
December 31, 2024
- Buyer
- Wealth Enhancement
- Target
- VanceGray Wealth Management, Inc.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Wealth Enhancement has acquired VanceGray Wealth Management, an independent RIA that oversees over $409 million in client assets and maintains locations in Bangor and Ellsworth, Maine. The acquisition closed on December 31, 2024, establishes Wealth Enhancement's first location in Maine and increases the firm's total client assets to more than $102.1 billion. The VanceGray team of four advisors and six support staff will join Wealth Enhancement.
-
December 31, 2024
- Buyer
- Mesirow
- Target
- Bastion Management
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
Mesirow has acquired Bastion Management, an asset-backed specialty finance lender based in Stamford, Connecticut; the transaction closed December 31, 2024. Bastion will operate within Mesirow Global Investment Management and serve as the platform for Mesirow’s Private Credit – Asset-Backed Lending expansion; Bastion was founded in 2013 and has completed 50+ transactions totaling over $2 billion in commitments.
-
- Buyer
- CAPTRUST Financial Advisors
- Target
- Campbell Wealth Management, TruNorth Wealth Partners
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
CAPTRUST Financial Advisors has acquired Campbell Wealth Management (Alexandria, Virginia) and TruNorth Wealth Partners (St. Paul, Minnesota), adding a combined $1.97 billion in client assets and expanding its geographic footprint. The deals bring 33 colleagues from Campbell (with $1.4 billion in assets) and 10 colleagues from TruNorth (with $570 million in assets) to CAPTRUST; financial advisors Houlihan Lokey and Advisor Growth Strategies served as advisors to Campbell and TruNorth, respectively.
-
December 26, 2024
- Buyer
- Third Point, Third Point LLC
- Target
- AS Birch Grove LP
- Seller
- American Securities
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Third Point, an alternative investment manager, entered into a definitive agreement to acquire AS Birch Grove LP, a diversified alternative credit fund manager. Upon closing, American Securities will no longer own Birch Grove, which will become a subsidiary of Third Point, expanding Third Point’s credit capabilities and complementary credit product offerings.
-
December 21, 2024
- Buyer
- Creative Planning
- Target
- Kowal Investment Group
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Buyout
Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.
-
December 20, 2024
- Buyer
- Corient
- Target
- H.M. Payson & Co.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Corient agreed to acquire H.M. Payson & Co. (HMP), Maine’s largest registered investment advisory firm with $7.9 billion in assets under management. The deal is expected to close in 2025 and will be Corient’s first Maine location, expanding its ability to serve clients across northern New England.
-
December 19, 2024
- Buyer
- TA Associates
- Target
- Craigs Investment Partners
- Seller
- Craigs' existing employee and director shareholders
- Industry
- Financial Services
- Location
- Bay of Plenty, New Zealand
- Type
- Growth capital
TA Associates has signed a conditional agreement to make a strategic minority investment in Craigs Investment Partners, a leading New Zealand wealth management firm headquartered in Tauranga. Under the deal Craigs' existing employee and director shareholders will retain 50% ownership; the transaction is subject to regulatory and shareholder approvals and is expected to settle late in Q1 2025 (financial terms not disclosed).
-
December 18, 2024
- Buyer
- Marcy Venture Partners, Pendulum Opportunities (Pendulum Holdings)
- Target
- Marcy Venture Partners, Pendulum Opportunities (Pendulum Holdings)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Marcy Venture Partners, the VC firm co-founded by Jay-Z, has merged with Pendulum Opportunities (the investment arm of Pendulum Holdings) to create MarcyPen Capital Partners, a combined platform reporting roughly $900 million in assets under management. The combined firm will continue fundraising efforts under MarcyPen Opportunities Fund II (target $250 million), with more than $100 million reportedly secured.
-
December 17, 2024
- Buyer
- Addition Financial Credit Union
- Target
- Envision Credit Union
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Addition Financial Credit Union and Envision Credit Union announced their intent to merge under an agreement subject to National Credit Union Administration (NCUA) approval and a membership vote. The combined credit union will operate as Addition Financial, targeting nearly $4 billion in assets and serving more than 248,000 members across 38 branches in Florida and Georgia.
-
December 16, 2024
- Buyer
- Farmers National Banc Corp., National Associates, Inc.
- Target
- Crest Retirement Advisors LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Farmers National Banc Corp., through its subsidiary National Associates, Inc., completed the acquisition of Crest Retirement Advisors LLC on December 16, 2024. Crest will continue to operate from its Dublin, Ohio location and will merge with National Associates as part of Farmers' strategy to expand its wealth management and retirement plan administration capabilities in Central Ohio.
-
December 16, 2024
- Buyer
- Savant Wealth Management
- Target
- Source Financial Advisors
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Savant Wealth Management, a Rockford, Illinois-based fee-only RIA, has acquired New York boutique RIA Source Financial Advisors, which manages $536 million in assets. The deal closed on December 9, 2024 (terms undisclosed); Source founder Michelle Smith and several team members joined Savant as advisors and staff as part of the transition.
-
December 16, 2024
- Buyer
- LPL Financial
- Target
- Stonebrook Wealth Partners, Francisco J. Blanco (advisory practice)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
LPL Financial announced that financial advisor Francisco J. Blanco (bringing approximately $200 million in advisory, brokerage and retirement plan assets) has joined LPL's broker-dealer, RIA and custodial platforms. Blanco merged his practice with Stonebrook Wealth Management (founded by Joe Mazzucco) to form Stonebrook Wealth Partners, which will operate on LPL’s platforms to provide wealth management and retirement planning services.
-
December 16, 2024
- Buyer
- Mariner (Mariner Wealth Advisors)
- Target
- Atlas Financial, Newport Advisory
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Mariner (Mariner Wealth Advisors) acquired Sarasota-based Atlas Financial and Newport Beach-based Newport Advisory, adding a combined approximately $878 million in assets under management and expanding its national footprint. The deals establish Mariner offices in Sarasota and Newport Beach and support the firm's goal of growing its advisor network and AUM.
-
December 15, 2024
- Buyer
- The Global Loan Agency Services Group (GLAS)
- Target
- Watiga Trust, Watiga Asia
- Industry
- Financial Services
- Location
- Singapore
- Type
- Buyout
The Global Loan Agency Services Group (GLAS) has completed its acquisition of Watiga Trust and Watiga Asia, expanding GLAS’s footprint in Singapore and the broader Asia Pacific region. The deal (announced in March and approved by the Monetary Authority of Singapore in late November) brings Watiga’s trust, corporate and fund administration capabilities into GLAS’s global loan agency and trustee offering and increases its APAC headcount to over 60 professionals.
-
December 15, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Midway Wealth Partners
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership, made a strategic minority investment in Midway Wealth Partners, a Chicagoland-based wealth advisory team managing approximately $550 million in client assets. Midway will continue to operate under its existing leadership while gaining access to Summit's platform resources, capital, and multi-family office services to support growth and expand Summit's presence in Illinois.
-
December 13, 2024
- Buyer
- Merit Financial Advisors
- Target
- Roth Asset Management
- Seller
- Roth Asset Management, Steven B. Roth
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Addon
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Lake Oswego, Oregon–based Roth Asset Management, adding approximately $773 million of assets and expanding Merit's presence in the Pacific Northwest. Roth’s president, Steven B. Roth, will transition to a Wealth Manager role; financial terms were not disclosed and the deal closed December 13, 2024.
-
December 13, 2024
- Buyer
- Heritage Bancshares, Inc.
- Target
- Fidelity State Bank and Trust Company, Fidelity Kansas Bankshares, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Heritage Bancshares, Inc. (Heritage Bank) and Fidelity Kansas Bankshares, Inc. jointly announced the signing of a stock purchase agreement under which Heritage Bancshares will acquire Fidelity State Bank and Trust Company. Following closing, Fidelity will be merged into Heritage Bank as the surviving entity, which is expected in Q2 2025 subject to customary approvals.
-
December 13, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- Planning Capital Management Corp.
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Waverly Advisors has acquired Planning Capital Management Corp., an investment advisory firm headquartered in Paoli, Pennsylvania, expanding Waverly's presence into the greater Philadelphia area. The deal, which closed on December 13, 2024, increases Waverly's AUM to approximately $15.9 billion and brings the entire Planning Capital team into Waverly.
-
December 13, 2024
- Buyer
- Apella Wealth
- Target
- Young Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.
-
December 12, 2024
- Buyer
- Warburg Pincus
- Target
- United Trust Bank
- Seller
- Majority shareholders of United Trust Bank
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Growth capital
Warburg Pincus has agreed to acquire a minority equity interest in United Trust Bank (UTB), valuing the specialist UK banking group at approximately £520 million. The growth capital investment — subject to regulatory approvals — will support UTB's continued expansion into new products and balance-sheet growth; UTB serves ~60,000 deposit customers with assets approaching £4 billion.
-
December 11, 2024
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Sheila J. Butler & Company
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (Gallagher) acquired Sheila J. Butler & Company (SJB), an employee benefits brokerage based in Carrollton, Georgia. The SJB team will remain in place and integrate under Gallagher’s Southeast region employee benefits consulting operations to bolster Gallagher’s benefits consulting capabilities and footprint in Georgia; terms were not disclosed.
-
December 11, 2024
- Buyer
- ZEDRA
- Target
- Gryphon
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
ZEDRA, a global provider of wealth, corporate and fund services backed by Corsair and BCI, has joined forces with Gryphon, an Ohio-headquartered fund administrator. The integration significantly expands ZEDRA's U.S. fund administration business (doubling its size) and grows combined assets under administration to roughly $30 billion.
-
- Buyer
- Solstice Labs, Deus X Capital
- Target
- Bridgetower Capital GmbH
- Seller
- Bridgetower Capital GmbH
- Industry
- Financial Services
- Location
- Zug, Switzerland
- Type
- Buyout
Deus X Capital-backed Solstice Labs has acquired the assets of Switzerland-based Bridgetower Capital GmbH and launched Solstice Staking AG, a Swiss public limited company based in Zug. The acquisition brings Bridgetower's on-premises, banking-grade institutional staking infrastructure and partnerships (including Lido and Cordial Systems) under Solstice's control, with over $1 billion of ETH allocated for staking via Lido.
-
December 6, 2024
- Buyer
- Mubadala Capital
- Target
- Silver Rock Financial LP
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Abu Dhabi-based Mubadala Capital acquired a 42% minority stake in U.S. private credit manager Silver Rock Financial LP through a mix of cash and Mubadala capital stock, with an option to increase to 50%. The deal brings Silver Rock principals and M‑Cor (the Milken family office) into Mubadala Capital’s asset management platform while preserving Silver Rock’s operational independence and management leadership; the transaction is expected to close by Q2 2025.
-
December 6, 2024
- Buyer
- Merit Financial Advisors
- Target
- Trinity Financial Partners
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Merit Financial Advisors announced that Trinity Financial Partners has merged into Merit, adding approximately $603 million in assets and establishing Merit's third office in Pennsylvania. Robyn E. Jameson will join Merit as Managing Director, Partner and Wealth Manager; financial terms were not disclosed.
-
December 6, 2024
- Buyer
- Apella Wealth, Wealth Partners Capital Group
- Target
- Barker Financial Group, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.
-
- Buyer
- Signature Estate & Investment Advisors (SEIA)
- Target
- Beverly Investment Advisors
- Seller
- Beverly Investment Advisors, Canon Price
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Signature Estate & Investment Advisors (SEIA) has acquired Beverly Investment Advisors, bringing founder Canon Price back to SEIA after 22 years. Price's practice — built to roughly $300 million in assets under advisement — will leverage SEIA's platform, technology and succession planning resources to serve clients and expand services.
-
December 4, 2024
- Buyer
- Mercer Global Advisors
- Target
- Frango Financial
- Industry
- Financial Services
- Location
- District of Columbia, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired Frango Financial, a two-person RIA that manages approximately $110 million in client assets. The deal brings an all-woman advisory team into Mercer’s national RIA platform to bolster its presence in the Washington, D.C. and Charleston metro areas and expand its women-focused financial planning capabilities.
-
December 3, 2024
- Buyer
- Capitolis
- Target
- Capitalab
- Seller
- BGC Group, Inc.
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Divestiture
Capitolis has acquired Capitalab, BGC Group’s rates portfolio compression and margin optimization business, for $46 million. The purchase expands Capitolis’s compression and optimization capabilities and brings Capitalab founder Gavin Jackson onto the Capitolis executive team.
-
December 2, 2024
- Buyer
- SageView Advisory Group
- Target
- OnTrack 401(k) of Maryland
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
SageView Advisory Group has acquired OnTrack 401(k) of Frederick, Maryland, a retirement plan consulting practice with approximately $400 million in Assets Under Advisement serving over 90 institutional clients. The acquisition, which closed on December 2, 2024, brings OnTrack principals Doug O'Rear and Cindy Brown into SageView and expands SageView’s East Coast presence with a second Maryland office.
-
December 2, 2024
- Buyer
- Fleur Capital Corporation
- Target
- Simmesport State Bank
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Fleur Capital Corporation and Simmesport State Bank have signed a definitive agreement under which Fleur will acquire Simmesport State Bank. The transaction is expected to close in the second quarter of 2025, subject to customary closing conditions including shareholder and regulatory approvals.
-
December 1, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Southeast Financial Group (SEFG), Radiance Private Wealth, Silvertree Retirement Planning
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership model, has made strategic minority, non-controlling investments in three independent advisory firms: Southeast Financial Group (SEFG), Radiance Private Wealth, and Silvertree Retirement Planning. The transactions expand Summit's nationwide advisor network and provide the firms access to Summit's multi-family office resources while allowing them to retain their leadership and autonomy.
-
November 29, 2024
- Buyer
- PIB Group
- Target
- Thoma Exploitatie
- Seller
- Guardian Holdings Limited
- Industry
- Financial Services
- Location
- Netherlands
- Type
- Buyout
PIB Group has acquired Thoma Exploitatie and its subsidiaries in the Netherlands, augmenting PIB's Benelux footprint alongside its existing Dutch businesses Light Insurance and Risqwise. Thoma provides commercial-lines broking, MGA capabilities and pension advisory services; the deal supports PIB's European expansion and access to local underwriting/MGA capabilities in the Benelux region.
-
November 29, 2024
- Buyer
- Osaic
- Target
- Nova Wealth
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
Osaic, a national wealth management platform, announced that Nova Wealth, an independent wealth manager based in Buffalo, New York managing $180 million in client assets, has joined the Osaic network. The move expands Osaic's advisor network and adds Nova Wealth's retirement income distribution planning capabilities to Osaic's platform.
-
November 28, 2024
- Buyer
- Sixth Street, Achmea
- Target
- Lifetri
- Industry
- Financial Services
- Location
- Utrecht, Netherlands
- Type
- Divestiture
Achmea and Sixth Street are combining pension and life portfolios into a joint venture, Achmea Pension & Life Insurance N.V., with Achmea owning 80% and Sixth Street taking a 20% stake. Sixth Street will contribute Lifetri to the JV and pay €445 million to Achmea, creating a top-three Dutch pension and life provider serving over 2.1 million customers and targeting growth in the pension buy-out market.
-
November 26, 2024
- Buyer
- Bitwise Asset Management
- Target
- Attestant Limited
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Bitwise Asset Management has acquired Attestant Limited, an institutional-grade Ethereum staking provider with $3.7 billion in staked assets. The Attestant team will join Bitwise and be rebranded as Bitwise Onchain Solutions to expand Bitwise's non-custodial staking and onchain services, with initial staking offered at a $10 million minimum.
-
November 21, 2024
- Buyer
- Modera Wealth Management, LLC (Modera)
- Target
- Bay Point Wealth
- Seller
- Bill Hufnell (Bay Point Wealth founder and principal)
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Modera Wealth Management, a fee-only comprehensive wealth management firm, announced its acquisition of Bay Point Wealth, a registered investment adviser with offices in Annapolis and Stevensville, Maryland. Bay Point Wealth’s founder and principal said transferring ownership to Modera will enhance capabilities and improve services for Bay Point’s clients.
-
November 20, 2024
- Buyer
- Pinnacle Investment Management Group Limited (ASX: PNI)
- Target
- VSS Capital Partners
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Pinnacle Investment Management Group (ASX: PNI) has made a strategic minority investment in VSS Capital Partners, providing VSS access to Pinnacle's global distribution platform and middle-office infrastructure. Concurrently, VSS expanded its partnership by elevating four senior professionals to partners as it aims to scale its structured capital strategy and broaden its product offerings.
-
November 19, 2024
- Buyer
- Paxos
- Target
- Membrane Finance
- Industry
- Financial Services
- Location
- Finland
- Type
- Buyout
Paxos agreed to acquire Membrane Finance, a Finland-based Electronic Money Institution (EMI), subject to regulatory approval. The deal would make Paxos a fully licensed EMI in Finland and the EU and expand its regulated stablecoin and tokenization platform for European customers, including making its solutions compliant with MiCA.
-
November 18, 2024
- Buyer
- United Bancorporation of Alabama, Inc.
- Target
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan (KSOP)
- Seller
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan (KSOP), KSOP Trustee
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Recapitalization
United Bancorporation of Alabama, Inc. repurchased all 197,717 shares of its common stock held by its 401(k) Employee Stock Ownership Plan (KSOP) at $54.25 per share, for an aggregate purchase price of approximately $10.7 million. The transaction was negotiated between United and the KSOP Trustee, included fiduciary/financial guidance and an independent appraisal, and closed on November 15, 2024.
-
November 13, 2024
- Buyer
- TPG, TPG NEXT
- Target
- Demopolis Equity Partners
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Growth capital
TPG will make a strategic minority growth investment in Demopolis Equity Partners through its TPG NEXT strategy, providing growth capital and operational support to help scale the Demopolis platform. Demopolis, a technology-focused lower-middle-market private equity firm founded in 2022, will gain access to TPG's capital formation, capital markets, sourcing, and diligence capabilities.
-
November 12, 2024
- Buyer
- Stonepeak
- Target
- Boundary Street Capital, LP
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Stonepeak agreed to acquire Boundary Street Capital, LP, a specialist private credit investment manager focused on digital infrastructure and enterprise infrastructure software and technology services for the lower middle market. The combined platform is intended to broaden Stonepeak Credit’s digital infrastructure investing capabilities and credit-linked offerings. Stonepeak later completed the acquisition in January 2025.
-
November 12, 2024
- Buyer
- ACA Group
- Target
- FINOP Consulting, LLC
- Industry
- Financial Services
- Location
- New Hampshire, United States
- Type
- Buyout
ACA Group has acquired FINOP Consulting, LLC, an outsourced financial operations (FinOp) firm for broker-dealers led by Dan Beaton. The acquisition enhances ACA's FinOps capabilities and integrates FINOP Consulting's services into ACA Signature to better serve broker-dealer clients under FINRA and SEC standards; financial terms were not disclosed.
-
November 12, 2024
- Buyer
- Allworth Financial
- Target
- City Fiduciary Group
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Allworth Financial has acquired City Fiduciary Group, a tax planning and wealth management firm that brings approximately $839 million in assets under management and a team of 31 professionals across Washington and Oregon. The deal expands Allworth's Pacific Northwest footprint and augments its in-house tax and wealth management capabilities; it is Allworth's seventh acquisition this year and its 38th since 2018.
-
November 12, 2024
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Chapel & Collins
- Seller
- Dennis Collins (founding partner of Chapel & Collins)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors (Mercer Advisors) has acquired Chapel & Collins, a Fort Collins, Colorado-based Registered Investment Adviser managing about $675 million for over 500 clients. The deal expands Mercer's advisor capacity and boosts its assets under management in the Greater Denver area to nearly $5 billion, deepening its regional presence and wealth management capabilities.
-
November 12, 2024
- Buyer
- ProSight Financial Association
- Target
- BAI (Bank Administration Institute), RMA (Risk Management Association)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
BAI (Bank Administration Institute) and RMA (Risk Management Association) have combined to form ProSight Financial Association, a nonprofit trade association serving financial services professionals. The merger brings together BAI’s expertise in retail banking and compliance with RMA’s strengths in commercial banking and risk management to expand capabilities and resources for members.
-
November 8, 2024
- Buyer
- DFCU Financial
- Target
- Winter Park National Bank
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
DFCU Financial announced its intent to acquire Winter Park National Bank, a Winter Park, Florida-based commercial bank, expanding DFCU's Florida footprint. Winter Park National Bank, founded in 2017 with two branches and about 32 employees, will be retained under DFCU with CEO David Dotherow named Central Florida Area President; branches will be rebranded and integrated in 2025 pending regulatory approval.
-
November 8, 2024
- Buyer
- MidFirst Bank
- Target
- Amerant Bank, N.A. (Houston banking locations)
- Seller
- Amerant Bank, N.A., Amerant Bancorp Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Divestiture
MidFirst Bank completed the acquisition of the Houston, Texas banking locations of Amerant Bank, N.A., adding six branch locations and 45 employees. The acquired Amerant Houston locations transitioned to MidFirst Bank and reopened as MidFirst branches on November 12 as part of MidFirst's Texas expansion.
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