Tracked deals
126
126 tracked deals across 2007-2026.
Financial Services Buyers & Acquisitions in Florida
Buyer mix
Strategic-led
106 strategic · 24 pe
Top trend
Volume peaked in 2022
25 tracked deals announced in 2022.
Primary Insight
What Stands Out
- Wealth management acquisitions dominate recent Florida activity, with buyers expanding through office growth, larger asset bases, and advisor team retention (e.g., Maridea Wealth Management, Carson Group).
- Insurance brokerage and risk management appear alongside advisory deals, highlighted by Enterprise Risk Associates acquiring Insurance Solutions of America to expand specialty commercial insurance capabilities.
- Technology and platform-driven integration shows up in fintech and trading-related transactions, including Tradeify acquiring ChartChamps and LQR House Inc. acquiring a cross-border securities trading intermediary.
- Geography is Florida-centered, with multiple deals referencing specific metro areas such as Daytona Beach, Jupiter, Lake Mary, and Clearwater.
| Buyer (examples) | What the deal adds (examples from summaries) | Florida connection |
|---|---|---|
| Mariner / Carson Group | Expanded advisory footprint and platform integration | Adds or grows Florida offices/teams |
| Enterprise Risk Associates | Specialty commercial insurance and risk management capabilities | Florida transaction tied to network expansion |
| SRx Health Solutions | Rebranded, AI-driven platform strategy | Acquisition completion in Florida context |
| Tradeify | Competitive trading ecosystem expansion | ChartChamps continues under existing brand |
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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 |
|---|---|---|---|
| Seacoast Banking Corporation of Florida | 6 | Florida‑based regional bank holding company operating Sea... | Strategic |
| Wealth Enhancement Group | 4 | National independent wealth management firm providing fin... | Strategic (PE-backed) |
| Achieva Credit Union | 2 | Member-owned credit union with ~$2.7 billion in assets an... | Strategic |
| Bonaccord Capital Partners | 2 | Specialist investor acquiring long-term/minority interest... | PE |
| Carson Group | 2 | Wealth advisory firm and network operator managing over $... | Strategic |
| Cary Street Partners | 2 | Independent wealth management firm providing investment m... | Strategic |
| Covius Holdings, Inc. | 2 | Provider of technology-enabled services and solutions to ... | Strategic (PE-backed) |
| DFCU Financial | 2 | Member-owned credit union offering retail and commercial ... | Strategic |
| Integrity Marketing Group | 2 | Distributor of life, health and wealth insurance products... | Strategic (PE-backed) |
| Modern Wealth Management | 2 | Registered investment advisor platform pursuing growth by... | Strategic |
Acquisition Volume in Financial Services in Florida by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 18, 2026
- Buyer
- Modern Wealth Management
- Target
- Sanchez Wealth Management Group
- Seller
- Christen "Chris" Sanchez, Wealth advisor Dawn Nicoles, Wealth advisor Josh Mandelkorn
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Modern Wealth Management acquired Jacksonville, Florida-based Sanchez Wealth Management Group, a wealth management firm managing nearly $710 million in client assets. The deal expands Modern Wealth’s Florida presence and establishes its first Jacksonville office while adding a multigenerational, household-focused advisory team.
-
Velocity Financial to Acquire Toorak Capital Operating Platform and Manage $3 Billion Loan PortfolioAugust 28, 2026
- Buyer
- Velocity Financial, Inc., KKR (fund advised affiliates; majority owner of Toorak)
- Target
- Toorak Capital LLC, Merchants Mortgage & Trust Corporation, Toorak's U.S. direct origination business, Toorak's U.S. and U.K. lending operations
- Seller
- Toorak Capital LLC, Toorak Capital LLC's majority owners via funds advised by KKR affiliates (as described)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Velocity Financial has entered into a definitive agreement to acquire the operating platform of Toorak Capital, a business-purpose lending and asset management business majority owned by funds advised by KKR. In parallel, a third-party investment firm will acquire Toorak’s approximately $3 billion business-purpose loan portfolio, which Velocity will manage after closing, along with agreements to sell future loan production under a more capital-light model.
-
- Buyer
- PGIM
- Target
- Deerpath Capital
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
PGIM has agreed to acquire the remaining 25% interest in Deerpath Capital, bringing its ownership to 100%, subject to regulatory approval. The deal follows PGIM’s initial acquisition of a 75% stake announced in May 2023.
-
- Buyer
- Enterprise Risk Associates
- Target
- Insurance Solutions of America
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Enterprise Risk Associates (ERA) acquired Insurance Solutions of America (ISOA), a national commercial insurance brokerage and risk management consulting firm, on May 8, 2026. The deal strengthens ERA’s specialty property and casualty insurance agency network, particularly for the fire protection industry; financial terms were not disclosed.
-
- Buyer
- Maridea Wealth Management
- Target
- Ashford Investment Advisors
- Seller
- Mike Walsh, Sue Walsh
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Maridea Wealth Management has acquired Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The deal establishes Maridea’s first practice in Florida and keeps Ashford’s clients working with the same advisor team in the same office while gaining access to Maridea’s tax, investment research, and planning capabilities.
-
June 18, 2026
- Buyer
- SRx Health Solutions, Inc. (SRX Global Inc.)
- Target
- EMJ Crypto Technologies, Inc. (EMJX)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
SRx Health Solutions, Inc. completed its acquisition of EMJ Crypto Technologies, Inc. and launched a new AI-driven platform strategy under the rebranded identity SRX Global Inc. EMJX operates as a digital-asset treasury platform that now runs under the SRX Global platform, alongside its Halo consumer brands.
-
- Buyer
- Modera Wealth Management
- Target
- Northstar Financial Planners
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Modera Wealth Management completed a transaction with Northstar Financial Planners, adding $311.6 million in assets under management and expanding Modera’s footprint in Florida. The deal brings Northstar’s team into Modera’s national wealth management platform, with Northstar founder Allen Giese joining Modera as a wealth manager and principal.
-
- Buyer
- Tradeify
- Target
- ChartChamps
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Tradeify announced the acquisition of ChartChamps, a simulated competitive trading platform where users compete in head-to-head Elo-ranked matches using historical market data. ChartChamps will continue to operate under its existing brand as Tradeify expands its year-round competitive trading ecosystem.
-
June 15, 2026
- Buyer
- Simplicity Group
- Target
- August H. Velten & Associates, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Simplicity Group announced the acquisition of August H. Velten & Associates, an independent retail wealth management and annuity producer in Melbourne, Florida. Founder August Velten is joining as a Simplicity Partner, and the registered investment advisory practice is expected to rebrand as Simplicity Wealth Advisors: Melbourne.
-
June 9, 2026
- Buyer
- Mariner
- Target
- Atlantic Wealth Partners
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mariner, a national financial services firm, announced its intent to acquire Atlantic Wealth Partners, a Jupiter, Florida-based advisory firm overseeing approximately $218 million in assets. The transaction is expected to close on June 30, 2026 and will bring three Atlantic Wealth Partners advisors to Mariner, expanding its support for first responders and public safety professionals.
-
June 5, 2026
- Buyer
- Mortgage Forward
- Target
- First Federal Bank Third-Party Origination (TPO) division (including QRL Financial Services)
- Seller
- First Federal Bank
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Divestiture
First Federal Bank has signed a definitive agreement to sell its Third-Party Origination (TPO) division, including QRL Financial, to Mortgage Forward, a credit union service organization (CUSO) in the Great Lakes Credit Union family of companies. The acquisition is expected to close in the third quarter of 2026 and is intended to expand Mortgage Forward’s national mortgage lending platform and broaden technology and product support for mortgage partners.
-
June 5, 2026
- Buyer
- Carson Group
- Target
- Jackson Wealth Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Carson Group announced the acquisition of Jackson Wealth Management, a Lake Mary, Florida-based wealth management firm managing more than $1.1 billion in client assets. The deal brings Jackson Wealth Management into Carson’s integrated Carson Wealth platform as the firms expand in the Southeast while preserving Jackson’s independent, family-office approach.
-
- Buyer
- Modern Wealth Management
- Target
- Flaharty Asset Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Modern Wealth Management announced an asset purchase agreement to acquire Clearwater, Florida-based Flaharty Asset Management, a holistic wealth management firm overseeing about $1.1 billion in advisory and brokerage assets. The deal adds an 18-person team (including nine advisors) and expands Modern Wealth’s presence in the Greater Tampa Bay/Clearwater market as part of its broader Southeast footprint growth.
-
- Buyer
- Hancock Whitney Corporation
- Target
- OFB Bancshares, Inc., One Florida Bank
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Hancock Whitney Corporation entered into a definitive all-cash agreement to acquire OFB Bancshares, Inc., the parent company of One Florida Bank. The acquisition is expected to close in the third quarter of 2026, subject to customary closing conditions and approvals, including OFB Bancshares shareholder approval and regulatory approvals.
-
- Buyer
- LQR House Inc.
- Target
- Fusion Five Continents Limited
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
LQR House Inc. has executed a Share Purchase Agreement to acquire 100% of Fusion Five Continents Limited, a next-generation cross-border securities trading intermediary enabling USDT-based funding and settlement for access to Hong Kong and U.S. equity markets. The acquisition will occur in multiple tranches, starting with an initial closing for a 24% stake expected no later than April 24, 2026, with full ownership subject to regulatory approvals.
-
March 31, 2026
- Buyer
- Cary Street Partners
- Target
- Pursuit Wealth Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Cary Street Partners has absorbed Pursuit Wealth Management in order to expand its Florida footprint and establish its third office in the state. The Palm Beach Gardens–based advisory team will join Cary Street Partners’ platform, preserving client advisory continuity while adding institutional-quality investment capabilities and access to Cary Street’s specialist network.
-
- Buyer
- Quadcode
- Target
- Game 7, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Growth capital
Quadcode acquired a significant strategic stake in Game 7, LLC, the parent company behind FPFXTech.com, PropAccount.com, BullRush.com, and GooeyTrade.com. The partnership is intended to accelerate innovation in proprietary trading, prediction markets, and gamified retail trading experiences.
-
February 10, 2026
- Buyer
- MPowered Capital
- Target
- A1A Investment Partners, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Growth capital
MPowered Capital has made a seed capital investment in A1A Investment Partners to accelerate A1A's healthcare-focused private credit platform. The partnership will provide capital and strategic support (via MPowered's GSP seeding strategy and MULTIPLIER PROGRAM) to help A1A scale its investment activity across the U.S. lower middle market.
-
February 1, 2026
- Buyer
- World Insurance Associates LLC
- Target
- Lock Insurance
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Lock Insurance of Lakeland, Florida, effective February 1, 2026. The terms of the transaction were not disclosed, and World said the deal expands its presence in Florida.
-
January 27, 2026
- Buyer
- Cambridge Capital
- Target
- STAT, The Moresby Group
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Cambridge Capital announced the combination of its portfolio company STAT with The Moresby Group to create a tech-enabled financial operations platform for large enterprises. The combined business will optimize financial performance across accounts receivable (revenue recovery) and procurement spend (long-tail procurement optimization).
-
January 2, 2026
- Buyer
- Credicorp, Banco de Crédito del Perú (BCP)
- Target
- Helm Bank USA
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Credicorp’s Peruvian banking subsidiary, Banco de Crédito del Perú (BCP), has signed an agreement to acquire 100% of Helm Bank USA for $180 million, subject to customary price adjustments at closing. The deal is intended to expand Credicorp’s cross-border banking capabilities for clients with financial needs spanning Latin America and the United States, while preserving Helm Bank USA’s community-focused legacy.
-
January 1, 2026
- Buyer
- Mid Penn Bancorp, Inc.
- Target
- Cumberland Advisors, Inc., Cumberland Advisors (Cumberland Advisors, LLC)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mid Penn Bancorp (parent of Mid Penn Bank) completed its acquisition of Sarasota, Florida-based Cumberland Advisors on January 1, 2026. The deal adds a registered investment advisory platform with approximately $3.2 billion in assets under management as of December 31, 2025.
-
- Buyer
- Commerce Bancshares, Inc.
- Target
- FineMark Holdings, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Commerce Bancshares, Inc. entered into a definitive all-stock merger agreement to acquire FineMark Holdings, Inc. for approximately $585 million. The transaction received regulatory approvals and was approved by FineMark shareholders, and Commerce completed the acquisition on January 1, 2026.
-
November 18, 2025
- Buyer
- Equifax
- Target
- Vault Verify
- Seller
- PSG (mentioned as Vault Verify’s portfolio company)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Equifax completed its acquisition of Vault Verify, which provides real-time, API-based employment and income verification services. The deal strengthens Equifax’s The Work Number and verification offerings by adding new data sources and technologies and expanding data submission options for employers via Vault Verify’s platform.
-
October 1, 2025
- Buyer
- Carnegie Investment Counsel
- Target
- AHL Investment Management
- Seller
- Rick Ahl
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Carnegie Investment Counsel, an independently owned RIA, has acquired Florida-based AHL Investment Management, a wealth management firm led by founder Rick Ahl with roughly $220 million in AUM. The two-person AHL team will fully integrate into Carnegie to deepen the firm's presence in the Florida market and expand its national client service capabilities.
-
September 25, 2025
- Buyer
- Fiserv, Inc.
- Target
- Smith Consulting Group
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Fiserv, a global provider of payments and financial technology, has acquired Smith Consulting Group (SCG), a U.S. banking and credit-union consulting firm that supports core conversions and implementations. The acquisition brings in-market consulting expertise to Fiserv to enhance its advisory and core transformation services for community banks and credit unions; financial terms were not disclosed.
-
September 25, 2025
- Buyer
- US Capital Global
- Target
- TC Capital Advisors LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
US Capital Global has acquired Miami-based TC Capital Advisors LLC and appointed TC Capital's founder Jullion Taylor as a Partner and Managing Director. The acquisition supports the launch of US Capital Global's Micro-Cap Program and expands its broker network and small/family-owned business financing capabilities.
-
September 16, 2025
- Buyer
- Daybright Financial
- Target
- The Platinum 401k, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Daybright Financial has acquired Clearwater-based retirement plan administrator The Platinum 401k, Inc., strengthening Daybright's MEP/PEP and ERISA 3(16) capabilities. The deal expands Daybright's private sector retirement solutions and scales The Platinum 401k's retirement plan administration offerings across PEO and MEP/PEP segments.
-
August 12, 2025
- Buyer
- Merit Financial Advisors
- Target
- Second Half Financial Partners, LLC (First Responders team)
- Seller
- Second Half Financial Partners, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Merit Financial Advisors acquired a specialized first-responders focused advisory team from Second Half Financial Partners, LLC, adding $225 million in client assets and establishing Merit's fifth Florida office in Sebring. The deal, finalized August 6, 2025, brings the team's lead advisor Mike Fitch into Merit as a Wealth Manager and Partner to expand the firm's presence and service offering for firefighters, law enforcement and other first responders across Florida.
-
August 9, 2025
- Buyer
- Manulife Financial Corporation
- Target
- Comvest Credit Partners
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Manulife Financial Corporation, via its Global Wealth and Asset Management segment, has signed an agreement to acquire 75% of Comvest Credit Partners for $937.5 million upfront. The deal will combine Manulife’s $3.7 billion Senior Credit team with Comvest, creating a co-branded private credit platform expected to close in Q4 2025.
-
- Buyer
- Green Mountain Merger Inc.
- Target
- BitBridge Capital Strategies
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Recapitalization
BitBridge Capital Strategies completed a merger with Green Mountain Merger Inc., enabling BitBridge to begin trading on the OTC market under the ticker BTTL and pursue an eventual NASDAQ uplisting. The transaction positions BitBridge as a pure-play Bitcoin treasury company focused on accumulating Bitcoin reserves and launching consumer-facing Bitcoin lending products.
-
August 1, 2025
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Family Wealth Planning Group, Family Wealth Tax Advisory
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.
-
- Buyer
- Polymarket
- Target
- QCEX (QCX, LLC and QC Clearing LLC)
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Polymarket has acquired the holding company of QCEX — the operator of a CFTC-licensed derivatives exchange (QCX, LLC) and clearinghouse (QC Clearing LLC) — for $112 million. The deal enables Polymarket to re-enter the U.S. market with a fully regulated trading and clearing framework, expanding its prediction-market platform to U.S. users under regulatory oversight.
-
June 26, 2025
- Buyer
- Gordon Brothers
- Target
- SOLIC Capital Advisors
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Gordon Brothers has acquired SOLIC Capital Advisors, a boutique financial advisory and investment banking firm that specializes in restructuring and distressed-asset support. The deal expands Gordon Brothers' asset services and advisory capabilities and broadens its client coverage—notably enhancing expertise in the healthcare sector.
-
- Buyer
- Financial Trust Asset Management
- Target
- Hueston Financial Services
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Financial Trust Asset Management, a Boca Raton-based registered investment advisor, has acquired Hueston Financial Services of Lakewood Ranch, Florida. Hueston will operate as a division under Financial Trust, maintaining its name while gaining expanded financial planning and investment management capabilities and access to a larger team and research resources.
-
- Buyer
- Seacoast Banking Corporation of Florida
- Target
- Villages Bancorporation, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Seacoast Banking Corporation of Florida, the holding company for Seacoast National Bank, signed a definitive agreement to acquire Villages Bancorporation, Inc., the parent company of Citizens First Bank, based in The Villages, Florida. The deal is expected to close in the fourth quarter of 2025 after regulatory approvals and VBI shareholder approval; later, Seacoast reported that required U.S. federal and OCC regulatory approvals had been received and closing was expected around October 1, 2025, subject to customary conditions.
-
May 28, 2025
- Buyer
- Carson Group
- Target
- SRQ Wealth
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Carson Group has fully acquired Sarasota-based SRQ Wealth, a Carson Partner firm that manages approximately $365 million in client assets. SRQ Wealth will remain led by Managing Partner Steve Martin and operate under the SRQ Wealth name as the 25th wholly owned Carson Wealth office, with the deal driven primarily by succession and business continuity goals.
-
May 15, 2025
- Buyer
- Cary Street Partners
- Target
- IFS Advisors, Inc.
- Seller
- IFS Advisors, Inc., Daniel J. Wolff
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Cary Street Partners has acquired IFS Advisors, Inc., a Sarasota, Florida-based wealth management firm led by Daniel J. Wolff. The deal expands Cary Street Partners' national footprint to 20 offices and strengthens its presence in Florida alongside its Tampa office.
-
April 29, 2025
- Buyer
- F2 Strategy
- Target
- MD Solutions LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
F2 Strategy, a wealth management technology and marketing services firm, has acquired Florida-based MD Solutions LLC, a financial technology, software and operations managed-services provider led by Steve Mars and Bill Navarro. The acquisition expands F2's implementation and ongoing support capabilities and strengthens its reach into emerging RIA and single-family office markets.
-
April 16, 2025
- Buyer
- SK Growth Opportunities Corporation
- Target
- Webull Corporation
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Webull Corporation and special purpose acquisition company SK Growth Opportunities Corporation completed their previously announced business combination, with SK Growth becoming a wholly owned subsidiary of Webull and SK Growth securities converted to Webull securities. Webull's shares, warrants and incentive warrants began trading on Nasdaq under the tickers BULL, BULLW and BULLZ, marking Webull's public listing via the SPAC transaction.
-
April 4, 2025
- Buyer
- Waverly Advisors
- Target
- Fiduciary Wealth Advisors
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.
-
Achieva Credit Union Completes Strategic CUSO Acquisitions to Expand Insurance and Medicare ServicesMarch 26, 2025
- Buyer
- Achieva Credit Union
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
Achieva Credit Union of Dunedin, Florida has completed a series of strategic CUSO acquisitions to expand member value and diversify its service offerings. The acquisitions add property & casualty insurance, title insurance, and Medicare insurance capabilities under Achieva’s CUSO structure, with Capstone Strategic acting as advisor throughout the process.
-
- Buyer
- Seacoast Banking Corporation of Florida
- Target
- Heartland Bancshares, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Seacoast Banking Corporation of Florida (Seacoast) signed a definitive agreement to acquire Heartland Bancshares, Inc., the parent company of Heartland National Bank, to expand Seacoast’s presence in Central Florida. The transaction received regulatory approvals and was completed effective July 11, 2025, with Heartland shareholders receiving a cash-and-stock consideration valued at approximately $111.2 million.
-
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
- 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.
-
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.
-
September 3, 2024
- Buyer
- Mesirow
- Target
- Price Wealth Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mesirow, an independent, employee-owned financial services firm, has acquired Price Wealth Management, a registered investment advisor based in Stuart, Florida. The deal expands Mesirow Wealth Management's footprint in Southeast Florida and gives Price Wealth access to Mesirow's investment research and resources as the firm grows its presence in the region.
-
July 23, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- River Capital Advisors, L.C.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired River Capital Advisors, L.C., an investment advisory business based in Jacksonville, Florida. The deal — Waverly's 15th since receiving equity backing from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform — closed July 19, 2024, and boosts Waverly's AUM to approximately $12.5 billion; financial terms were not disclosed.
-
- Buyer
- Onex Partners, Onex Corporation
- Target
- Accredited
- Seller
- R&Q Insurance Holdings
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Onex Partners (via Onex Partners V) has completed the acquisition of Accredited, a global P&C program manager previously owned by R&Q Insurance Holdings. Accredited will operate as an independent program management platform providing A- (AM Best) insurance capacity across the US, UK and Europe and will be supported by Onex to pursue growth with its MGA and reinsurance partners.
-
- Buyer
- Wealth Enhancement Group
- Target
- Atlas Fiduciary Financial
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Wealth Enhancement Group has acquired Atlas Fiduciary Financial, an independent RIA that manages roughly $219 million in client assets across two offices in Sarasota, Florida and Oakland, New Jersey. The acquisition expands Wealth Enhancement Group's presence in Florida and New Jersey and increases the firm's total client assets to approximately $85 billion.
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Frequently Asked Questions
What types of financial services acquisitions appear in Florida recently?
Recent Florida deals include wealth management practice acquisitions, insurance brokerage and risk management expansion, and acquisitions tied to fintech/digital trading platforms.
Are Florida wealth management deals typically focused on advisor team retention?
Many transaction summaries emphasize keeping client advisory teams in place (for example, retaining the same advisor team/office structure in the Maridea Wealth Management acquisition of Ashford Investment Advisors).
Which deal theme involves specialty commercial insurance in Florida?
Enterprise Risk Associates acquired Insurance Solutions of America to expand specialty property and casualty insurance brokerage and risk management capabilities.
Do any Florida deals involve technology platforms beyond traditional advisory services?
Yes. Examples include Tradeify acquiring ChartChamps to expand a simulated competitive trading ecosystem, and LQR House Inc. acquiring a cross-border securities trading intermediary with USDT-based funding and settlement capabilities.
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Financial Services Acquisitions in 2024
Acquisitions in Florida
Private Equity-Backed Acquisitions in Florida
Acquisitions in Florida in 2026
Acquisitions in Florida in 2025
Acquisitions in Florida in 2024