Financial Services Acquisitions in Delaware

Creative Planning, a leading independent Registered Investment Advisor headquartered in Overland Park, Kansas, has acquired Daniels + Tansey, a Wilmington, Delaware-based firm offering integrated financial advisory, tax services, and investment management. The acquisition expands Creative Planning's advisory and tax capabilities in the Delaware Valley and brings the Daniels + Tansey team into Creative Planning's national platform.

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Mallard Financial Partners, Inc., a Newark, Delaware-based wealth management firm. The deal brings Mallard's team and approximately $180 million AUM into Mercer to provide expanded in-house estate, tax and planning capabilities to Mallard's clients and support future growth.

JTC Group has completed the acquisition of New York Private Trust Company (NYPTC), a Delaware‑chartered non‑deposit trust company that provides fiduciary, trust and estate administration services to high‑net‑worth individuals, family offices and corporate clients. The deal expands JTC's US footprint and strengthens its domestic trust services capability, complementing its existing US private client operations in Delaware, Miami, New York and South Dakota.

Ally Financial announced a definitive agreement to acquire Fair Square Financial for $750 million in cash, completing the deal in late 2021. The acquisition gives Ally a ready-made digital credit-card platform and consumer credit capabilities as it re-enters the credit-card market.

Ideanomics (NASDAQ: IDEX) acquired an additional 71.7% of Delaware Board of Trade Holdings, Inc. (DBOT), bringing its total ownership to 98.4% in a transaction valued at over US$18 million. Ideanomics plans to integrate its AI "Intelligenta" services and leverage DBOT’s ATS, issuer services, and market-data capabilities to build a global debt advisory, origination and trading ecosystem.