Tracked deals
516
516 tracked deals across 2025.
Financial Services Acquisitions in 2025
Buyer mix
Strategic-led
474 strategic · 106 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 |
|---|---|---|---|
| Beacon Pointe Advisors | 5 | National registered investment adviser providing wealth m... | Strategic |
| Bluespring Wealth Partners | 5 | Acquirer and consolidator of independent RIAs and hybrid ... | Strategic |
| Merit Financial Advisors | 5 | National wealth management and financial planning firm su... | Strategic (PE-backed) |
| Simplicity Group Holdings | 5 | Financial products distribution firm that partners with a... | Strategic (PE-backed) |
| Wealth Enhancement | 5 | National independent wealth management firm providing fin... | Strategic (PE-backed) |
| GTCR | 4 | Middle/upper-market private equity firm focused on the Le... | PE |
| Mercer Global Advisors, Inc. | 4 | National registered investment adviser (RIA) offering wea... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 4 | Fee-only, federally registered investment adviser providi... | Strategic (PE-backed) |
| Apella Wealth | 3 | National registered investment adviser (RIA) providing we... | Strategic (PE-backed) |
| Bain Capital | 3 | Global private investment firm investing across private e... | PE |
Acquisition Volume in Financial Services in 2025 by Year
Last 10 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
December 31, 2025
- Buyer
- Apella Wealth
- Target
- PBMares Wealth Management, LLC
- Seller
- PBMares LLP
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Addon
Apella Wealth announced that PBMares Wealth Management, the wealth management division of PBMares LLP based in Williamsburg, Virginia, has joined Apella, expanding the firm's Mid‑Atlantic presence. The deal closed December 31, 2025 and brings Apella closer to $10 billion in assets under management while adding advisory and CPA expertise to its platform.
-
- Buyer
- Cantor Fitzgerald, Cantor Fitzgerald Asset Management (CFAM)
- Target
- UBS O'Connor alternative investment platform, O'Connor (alternatives business within CFAM)
- Seller
- UBS
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Cantor Fitzgerald entered into a definitive agreement to acquire UBS’s O’Connor alternatives investment platform, which manages about $11 billion in invested assets across hedge funds, private credit, and commodities. O’Connor will operate as a distinct alternatives business within Cantor Fitzgerald Asset Management, with a long-term commercial arrangement between CFAM and UBS Asset Management.
-
December 31, 2025
- Buyer
- Wealth Enhancement
- Target
- Dent Wealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, announced it will acquire Dent Wealth Advisors, an independent RIA based in Baton Rouge, Louisiana, managing more than $340 million in client assets. The deal is expected to close on December 31, 2025.
-
December 31, 2025
- Buyer
- Beacon Pointe Advisors
- Target
- Litman Gregory Wealth Management
- Seller
- iM Global Partner
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.
-
December 30, 2025
- Buyer
- Atlantic Coast Mortgage, LLC (ACM), FVCbank (FVCBankcorp, Inc.)
- Target
- Tidewater Mortgage Services, Inc.
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
Atlantic Coast Mortgage, LLC (ACM), a mortgage lender affiliated with FVCbank, has acquired Tidewater Mortgage Services, Inc., a Coastal Virginia-based residential mortgage lender. The deal adds approximately 45 loan officers and support staff, expands ACM’s footprint in the Mid‑Atlantic and Southeast, and is expected to be accretive to ACM’s production in 2026.
-
December 30, 2025
- Buyer
- Yield Solutions Group
- Target
- Trusted American Mortgage
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Yield Solutions Group (YSG) has taken operational control of Trusted American Mortgage, acquiring full control and installing senior leadership oversight. YSG said it will invest capital and operational resources to expand Trusted American Mortgage’s lending platform nationally, enhance compliance and licensing, and scale its mortgage services.
-
December 30, 2025
- Buyer
- Inszone Insurance Services
- Target
- Meyer & Rees, Inc. (DBA Bierschwale-Rees Insurance)
- Seller
- Todd Willingham (President and Owner), Meyer & Rees, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Inszone Insurance Services has acquired Meyer & Rees, Inc., DBA Bierschwale-Rees Insurance, a long-established independent insurance agency based in Fredericksburg, Texas. The acquisition expands Inszone's Texas presence and brings the local agency access to Inszone's technology, broader markets, and operational resources while the Bierschwale-Rees team continues to operate from its Fredericksburg office.
-
December 26, 2025
- Buyer
- Generosity Lending Services, LLC
- Target
- Bepensa Capital Inc., FinBe USA
- Seller
- Bepensa Capital, S.A. de C.V.
- Industry
- Financial Services
- Location
- United States
- Type
- Divestiture
Bepensa Capital completed the full sale of its FinBe USA business in the United States to Generosity Lending Services, LLC. The transaction exits Bepensa’s U.S. operations and refocuses resources on growth opportunities in Mexico.
-
December 22, 2025
- Buyer
- Trian Fund Management, L.P., General Catalyst Group Management, LLC, Qatar Investment Authority, Sun Hung Kai & Co. Limited
- Target
- Janus Henderson Group plc
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Trian Fund Management and General Catalyst will acquire Janus Henderson Group plc in an all-cash take-private transaction, with shareholders receiving $52.00 per share. The deal was supported by a resounding shareholder vote and remains on track to close in mid-2026, subject to customary regulatory approvals, client consents, and closing conditions.
-
December 18, 2025
- Buyer
- Burke & Herbert Financial Services Corp. (NASDAQ: BHRB)
- Target
- LINKBANCORP, Inc. (NASDAQ: LNKB)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) announced a definitive merger agreement to acquire LINKBANCORP, Inc. (NASDAQ: LNKB) in an all-stock transaction valued at approximately $354 million. The deal is expected to close in 2Q26 and is designed to expand Burke & Herbert’s footprint in central and eastern Pennsylvania as well as deepen its presence across parts of Maryland and Delaware.
-
December 17, 2025
- Buyer
- Fiserv, Inc.
- Target
- StoneCastle Cash Management
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Fiserv has completed its acquisition of StoneCastle Cash Management, integrating StoneCastle's institutional deposit network and cash management capabilities into Fiserv's payments, core processing and digital banking ecosystem. The deal extends Fiserv's insured deposit and liquidity solutions for financial institutions and merchants and links StoneCastle's capabilities to Fiserv's FIUSD stablecoin and broader cash-management product set; financial terms were not disclosed.
-
- Buyer
- DMMS Purchaser, Inc., DMMS Holdings LLC
- Target
- MC Bancshares, Inc., M C Bank & Trust Company
- Seller
- MC Bancshares, Inc. shareholders
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
DMMS Purchaser, Inc., an investor group led by former IberiaBank executives Daryl Byrd, Mark Tipton, Michael Brown, and Scott Price, completed its merger with MC Bancshares, Inc. (holding company for M C Bank & Trust Company) on May 1, 2026. The merger was finalized after regulatory approvals and a capital raise of more than $225 million from 550+ investors to support a Southeast regional growth plan.
-
December 17, 2025
- Buyer
- UWM Holdings Corporation, CrossCountry Mortgage, LLC
- Target
- Two Harbors Investment Corp., CrossCountry Intermediate Holdco, LLC, CrossCountry Mortgage, LLC
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Buyout
UWM Holdings Corporation (NYSE: UWMC) and Two Harbors Investment Corp. (NYSE: TWO) entered into a definitive merger agreement under which UWM will acquire TWO in an all-stock transaction valued at about $1.3 billion in equity value. The deal is subject to approval by TWO stockholders and other customary regulatory closing conditions, with an expected closing in the second quarter of 2026.
-
December 17, 2025
- Buyer
- Community West Bancshares
- Target
- United Security Bancshares, United Security Bank
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Community West Bancshares (NASDAQ: CWBC) has agreed to merge with United Security Bancshares (NASDAQ: UBFO) in an all-stock transaction. Under the terms of the deal, United Security Bancshares shareholders will receive 0.4520 shares of Community West Bancshares for each share they own. The transaction was completed on April 1, 2026, creating a larger community banking franchise in Central California with approximately $5 billion in total assets.
-
December 15, 2025
- Buyer
- MAI Capital Management
- Target
- Lowe Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
MAI Capital Management has acquired Columbia, Maryland-based Lowe Wealth Advisors, a registered investment advisor with $527 million in assets under management. The deal expands MAI’s footprint in the Mid-Atlantic — adding Lowe’s nine-person, boutique, family-led practice and its niche client base while transitioning the firm onto MAI’s national platform; terms were not disclosed.
-
December 14, 2025
- Buyer
- Procyon
- Target
- OLV Investment Group
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Buyout
Procyon, an independent registered investment advisory firm and Dynasty network partner headquartered in Shelton, Connecticut, has acquired OLV Investment Group, adding approximately $500 million in assets under management. The deal brings seven financial advisors and roughly 13 support staff onto Procyon’s platform, expanding the firm’s geographic footprint into Michigan and Texas and lifting Procyon’s AUM to nearly $9 billion.
-
December 13, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Glass Jacobson Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Mercer Advisors, a Denver-based national RIA, has acquired Glass Jacobson Wealth Advisors, a Baltimore-based wealth management firm overseeing approximately $1 billion in assets under management. The deal expands Mercer's Mid-Atlantic footprint and brings Glass Jacobson's tax-integrated wealth management capabilities onto Mercer's national platform.
-
December 12, 2025
- Buyer
- Norwood Financial Corp, Wayne Bank
- Target
- PB Bankshares, Inc., Presence Bank
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Norwood Financial Corp (parent of Wayne Bank) received final regulatory approvals for its proposed acquisition of PB Bankshares, Inc. (parent of Presence Bank). The companies expect to close the transaction on or about January 5, 2026, subject to customary closing conditions.
-
December 12, 2025
- Buyer
- Brean Capital, LLC
- Target
- Janney Montgomery Scott LLC (Depository & Insurance Investment Banking, Equity Research, and Institutional Equity Sales businesses)
- Seller
- Janney Montgomery Scott LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Divestiture
Brean Capital entered into a definitive agreement to acquire Janney Montgomery Scott’s Depository & Insurance investment banking, equity research, and institutional equity sales businesses. The deal will bring approximately 50 bankers, research analysts, and institutional sales professionals to Brean Capital, expanding its financial institutions advisory franchise across multiple U.S. hubs.
-
December 12, 2025
- Buyer
- MCF Advisors LLC
- Target
- Accredited Wealth Management LLC
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Addon
Lexington-based MCF Advisors LLC has acquired Louisville fee-only Registered Investment Adviser Accredited Wealth Management LLC, adding $178 million of AUM and expanding MCF's presence in the Louisville market. The founders of AWM, Steve Giacobbe and Shawn Clark, joined MCF as Senior Financial Advisors and Partners; the deal is MCF's first transaction since taking an equity investment from Wealth Partners Capital Group and the Aspire Holdings platform of HGGC, and increases MCF's AUM to about $3.9 billion.
-
December 11, 2025
- Buyer
- Creative Planning
- Target
- Marshall Financial Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Creative Planning has acquired Marshall Financial Group, a Doylestown, Pennsylvania-based registered investment advisor, adding more than $900 million in assets under management and 19 employees. The deal expands Creative Planning's Mid-Atlantic presence and gives Marshall Financial access to Creative Planning's nationwide planning, tax, trust, retirement, and family office capabilities.
-
December 11, 2025
- Buyer
- ETHZilla Corporation
- Target
- Karus
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
ETHZilla Corporation purchased a 20% fully diluted stake in Karus for $3 million in cash and $7 million in ETHZilla common stock, valuing the strategic interest at $10 million. The investment gives ETHZilla board representation and governance rights and will integrate Karus's AI-driven auto-loan underwriting and analytics into ETHZilla's blockchain tokenization infrastructure to launch AI-modeled tokenized auto-loan portfolios beginning in early 2026.
-
December 11, 2025
- Buyer
- Enova International, Inc.
- Target
- Grasshopper Bancorp, Inc., Grasshopper Bank N.A.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Enova International signed a definitive agreement to acquire Grasshopper Bancorp, Inc. and its wholly owned subsidiary Grasshopper Bank N.A. in a cash-and-stock transaction valued at approximately $369 million. The deal is expected to close in the second half of 2026, pending Grasshopper stockholder approval and regulatory approvals.
-
December 11, 2025
- Buyer
- First Eagle Investments
- Target
- Diamond Hill Investment Group, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
First Eagle Investments agreed to acquire Diamond Hill Investment Group in an all-cash deal for $175.00 per share, valuing Diamond Hill at approximately $473 million. The acquisition was completed on April 22, 2026, with Diamond Hill continuing to operate from its Columbus, Ohio headquarters under the same investment philosophy and team leadership.
-
December 10, 2025
- Buyer
- FirstBanc of Alabama, Inc. (First Bank of Alabama)
- Target
- FBDC Financial Corporation, First Fidelity Bank
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Buyout
FirstBanc of Alabama, Inc. (parent of First Bank of Alabama) completed its acquisition of FBDC Financial Corporation, the parent company of First Fidelity Bank. The deal, first announced as a definitive merger agreement on December 10, 2025, paid $20.5 million in aggregate consideration (60% stock, 40% cash) and adds First Fidelity Bank locations in Fort Payne, Ider, and Rainsville to First Bank of Alabama’s footprint.
-
December 10, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Thompson Advisory Services
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Mercer Global Advisors has acquired Thompson Advisory Services, a Portland-based registered investment adviser managing approximately $260 million in client assets. The four-person team from Thompson Advisory will join Mercer to expand the firm’s presence in the Pacific Northwest and gain access to Mercer’s institutional capabilities in investment management, tax, trust and estate planning.
-
December 9, 2025
- Buyer
- Earned
- Target
- OJM Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Earned, a PE-backed wealth management platform focused on healthcare professionals, has acquired OJM Group, a Cincinnati-based registered investment adviser serving physicians and high-net-worth clients. The deal adds nearly $1 billion in assets under management and brings OJM's ~12-person team onto Earned's platform, further expanding Earned's integrated services for medical professionals.
-
December 9, 2025
- Buyer
- Inveniam
- Target
- Swarm
- Industry
- Financial Services
- Location
- Liechtenstein
- Type
- Buyout
Swarm, a blockchain platform for compliant tokenization and trading of digital securities, is being acquired by Inveniam, a decentralized data infrastructure provider for private markets. The companies plan to combine Swarm’s regulatory-compliant execution with Inveniam’s trusted data and valuation layer to create a full-stack, AI-native framework for intelligent financial markets. The acquisition is expected to close in Q1 2026.
-
December 8, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Promus Holdings, LLC
- Seller
- Promus Holdings, LLC
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Divestiture
Waverly Advisors has acquired certain business lines from Chicago-based Promus Holdings, adding approximately $3.1 billion of AUM and expanding Waverly's private equity, real estate, and multi-family office capabilities. The deal closed November 14, 2025; financial and legal terms were not disclosed, and Waverly formed a new subsidiary, Promus Capital Management, to operate the acquired strategies.
-
December 8, 2025
- Buyer
- Milliman, Inc.
- Target
- MorVest Capital
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Milliman, a global actuarial and consulting firm, has acquired MorVest Capital, a Dallas-based provider of mortgage servicing rights (MSR) analytics, valuation, and advisory services. The deal expands Milliman’s mortgage analytics, MSR valuation, financing and hedging capabilities to better serve lenders, servicers and capital providers.
-
- Buyer
- Osaic
- Target
- True Wealth Advisors, Soundview Financial Group
- Seller
- LPL Financial, Commonwealth
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Osaic has expanded its national advisor platform by adding True Wealth Advisors (approximately $705 million in client assets) and Soundview Financial Group (approximately $104 million in client assets). Both independent advisory firms joined Osaic from prior affiliations (True Wealth from LPL Financial; Soundview from Commonwealth) to access Osaic's technology, operational support, and succession/capital solutions, strengthening Osaic's presence — particularly in the Mountain West and Pacific Northwest.
-
December 7, 2025
- Buyer
- Rithm Capital Corp.
- Target
- Crestline Management, L.P., Crestline Investors, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Rithm Capital completed its acquisition of Crestline Management, an alternative investment manager with approximately $17 billion in assets under management. The deal strengthens Rithm’s global alternative asset management platform by adding direct lending, fund liquidity solutions, and insurance and reinsurance capabilities, and by expanding the combined suite of credit, real estate, and structured finance strategies.
-
December 6, 2025
- Buyer
- Summit Financial
- Target
- Ivy Wealth Management
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Type
- Growth capital
Summit Financial has made a minority investment in Ivy Wealth Management, a West Warwick, Rhode Island-based registered investment advisor that oversees more than $500 million in client assets. The deal expands Summit’s national RIA platform and strengthens its presence in the Northeast while allowing Ivy’s principals to retain operational control and access Summit’s capital, technology and investment-management resources.
-
December 6, 2025
- Buyer
- Wealth Enhancement
- Target
- L.M. Kohn & Company
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, has acquired Cincinnati-based hybrid RIA L.M. Kohn & Company, which oversees more than $2.2 billion in client assets and employs 23 people. The deal closed on December 6, 2025 and increases Wealth Enhancement's total client assets to over $131 billion, while expanding its footprint across the Midwest and South.
-
- Buyer
- Castle Creek Capital (affiliates / Castle Creek managed funds)
- Target
- FirstSun Capital Bancorp
- Seller
- Legacy stockholders
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Affiliates of Castle Creek Capital acquired $40 million of common stock in FirstSun Capital Bancorp from legacy stockholders, becoming one of the company's largest institutional shareholders with roughly a 4% stake. The investment is intended to support FirstSun as it pursues a proposed merger with First Foundation Inc. and Castle Creek expects to join the company's board subject to regulatory and closing conditions.
-
December 4, 2025
- Buyer
- Sequoia Financial Group, LLC
- Target
- Sterling Financial Group, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with $29.9 billion AUM, has acquired Pasadena-based Sterling Financial Group, a seven-person independent investment advisory firm with $406 million in AUM. The deal expands Sequoia's footprint in California and brings Sterling's advisors and clients into Sequoia's platform; terms were not disclosed.
-
December 4, 2025
- Buyer
- HSA Bank (division of Webster Bank, N.A.), Webster Financial Corporation
- Target
- Secure Inc. (d/b/a SecureSave)
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
HSA Bank, a division of Webster Bank (holding company Webster Financial Corporation), has acquired Secure Inc. (d/b/a SecureSave), a provider of employer-sponsored emergency savings accounts. The acquisition expands HSA Bank's Healthcare Financial Services capabilities and makes it one of the largest providers of employer emergency savings accounts; terms were not disclosed and the deal closed on December 4, 2025.
-
December 2, 2025
- Buyer
- Allworth Financial
- Target
- FSA Wealth Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Allworth Financial has acquired Needham, Massachusetts–based fiduciary advisory firm FSA Wealth Management, which oversees $460 million in assets under management. The deal brings six professionals (including five advisors and two managing partners) into Allworth's Greater Boston operation as the team transitions into Allworth's Waltham office to deepen the firm's up‑market advisory capabilities.
-
December 2, 2025
- Buyer
- Anderson Global
- Target
- Woodside Corporate Services Limited
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Addon
Anderson Global has acquired Woodside Corporate Services Limited and its parent entities to expand its UK corporate and fund services capabilities. The deal will keep Woodside operating as a standalone business while integrating with the Kin Group technology platform to broaden fund administration, custodial and company secretarial offerings.
-
December 2, 2025
- Buyer
- The Goldman Sachs Group, Inc., Goldman Sachs Asset Management
- Target
- Innovator Capital Management, LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Goldman Sachs has completed its acquisition of Innovator Capital Management, LLC, a pioneer in defined outcome exchange-traded funds (ETFs). The deal strengthens Goldman Sachs Asset Management’s active ETF offering by adding Innovator’s approximately $31 billion in assets across 171 defined-outcome ETFs.
-
December 1, 2025
- Buyer
- MetroCity Bankshares, Inc.
- Target
- First IC Corporation
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
MetroCity Bankshares, Inc. (MetroCity) completed its acquisition of First IC Corporation, the parent of First IC Bank, effective December 1, 2025. The deal combines two Doraville, Georgia-based banks and expands MetroCity's scale to approximately $4.8 billion in assets, 30 branches and operations across eight states.
-
November 30, 2025
- Buyer
- Wealth Enhancement
- Target
- FPG Private Wealth
- Seller
- Financial Partners Group
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
Wealth Enhancement has acquired FPG Private Wealth, a hybrid RIA with locations in Carmel and Lafayette, Indiana that oversees more than $532 million in client assets. The deal, which closed November 30, 2025, expands Wealth Enhancement’s Midwest footprint and marks its first office presence in the greater Indianapolis market, increasing the firm's total client assets to more than $127.8 billion.
-
November 30, 2025
- Buyer
- Robinhood Markets, Inc., Susquehanna International Group
- Target
- MIAX Derivatives Exchange (MIAXdx)
- Seller
- Miami International Holdings, Inc. (MIAX)
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Robinhood Markets, in partnership with Susquehanna International Group, formed a joint venture and acquired a 90% controlling stake in MIAX Derivatives Exchange (MIAXdx). The JV plans to use MIAXdx’s CFTC-regulated designated contract market (DCM) and derivatives clearing organization (DCO) infrastructure to expand Robinhood’s prediction markets and derivatives offerings.
-
November 30, 2025
- Buyer
- Bridgepoint
- Target
- ht.digital
- Seller
- Harris & Trotter LLP
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Bridgepoint has agreed to acquire a majority stake in ht.digital, a London-headquartered digital asset assurance provider. The investment will be made via Bridgepoint Development Capital V and is expected to close in the first half of 2026, subject to regulatory approval.
-
- Buyer
- Trucordia
- Target
- Assured Insurance Consultants, Charles River Insurance, Eberle Insurance Agency, Breezy Seguros, Osborn Insurance Agency
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Addon
Trucordia, a top U.S. insurance brokerage headquartered in Lindon, Utah, announced the acquisition of five independent insurance agencies across Tennessee, Massachusetts, Arkansas, and New Jersey. The acquisitions are intended to expand Trucordia’s nationwide, values-driven insurance brokerage platform while preserving the local knowledge and personalized service of each acquired team.
-
November 25, 2025
- Buyer
- Kinective
- Target
- Compuflex Corporation
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Kinective has acquired Compuflex Corporation, a Springfield, New Jersey–based provider of cash automation and currency-tracking solutions with more than 40 years of experience. The deal expands Kinective’s cash automation and device management capabilities, bringing Compuflex’s customer relationships and technical expertise into Kinective’s banking operations platform.
-
November 24, 2025
- Buyer
- Coinbase
- Target
- Vector
- Industry
- Financial Services
- Type
- Buyout
Coinbase agreed to acquire Vector, a Solana-native on-chain trading platform, to integrate Vector’s technology into Coinbase’s consumer trading experience. The deal is intended to expand access to on-chain assets across the Solana ecosystem and improve trading speed and liquidity in Coinbase’s DEX integration.
-
November 24, 2025
- Buyer
- Fulton Financial Corporation
- Target
- Blue Foundry Bancorp
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Fulton Financial Corporation agreed to acquire Blue Foundry Bancorp in an all-stock merger, valuing the transaction at approximately $243 million based on Fulton's share price at signing. Fulton later announced the successful completion of the acquisition on April 1, 2026, with Blue Foundry Bank initially operating as a wholly owned subsidiary before integration into Fulton Bank.
-
November 23, 2025
- Buyer
- VRM Penzini Capital
- Target
- Island Finance
- Seller
- J.C. Flowers & Co.
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
J.C. Flowers has entered into an agreement to sell Island Finance, Puerto Rico’s largest non-bank consumer financial institution, to VRM Penzini Capital. The transaction is expected to close in December 2025, and financial terms were not disclosed.
-
November 23, 2025
- Buyer
- FalconX
- Target
- 21shares
- Industry
- Financial Services
- Location
- Zurich, Switzerland
- Type
- Buyout
FalconX has completed the acquisition of 21shares, a leading issuer of crypto exchange-traded products (ETPs), to expand its product, structuring and market infrastructure capabilities across the United States, Europe and Asia-Pacific. 21shares will remain an independently managed business under FalconX with Russell Barlow continuing as CEO, and FalconX says existing ETP/ETF investment objectives will not change.
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