Tracked deals
84
84 tracked deals across 2018-2026.
Financial Services Buyers & Acquisitions in Massachusetts
Buyer mix
Strategic-led
81 strategic · 15 pe
Top trend
Volume peaked in 2025
27 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Coastal Bridge Advisors completed a merger with Waddell & Associates and One Charles Private Wealth to expand advisory capabilities and technology across multiple regions.
- NB Bancorp, Inc. and Needham Bank planned a merger with Provident Bancorp, Inc. (BankProv), with an expected effectiveness date of November 15, 2025.
- Eastern Bankshares completed its acquisition of HarborOne Bancorp, Inc. on November 1, 2025.
- Credit union mergers in Massachusetts continue to be framed around scale and member services (e.g., Metro Credit Union and Members Plus Credit Union; Hanscom Federal Credit Union and Alden Credit Union).
- Platform and capability expansion is recurring—such as ACA Group acquiring FX Transparency for FX transaction cost analysis and best execution analytics.
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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 |
|---|---|---|---|
| Allworth Financial | 2 | National full‑service registered investment advisory (RIA... | Strategic (PE-backed) |
| HUB International Limited | 2 | Global insurance brokerage and financial services firm of... | Strategic (PE-backed) |
| Hometown Financial Group, Inc. | 2 | Multi-bank mutual holding company and parent of community... | Strategic |
| OneDigital | 2 | National insurance, financial services and HR platform pr... | Strategic |
| Waverly Advisors, LLC | 2 | Fee-only, federally registered investment adviser providi... | Strategic (PE-backed) |
| Wealth Enhancement Group | 2 | National independent wealth management firm providing fin... | Strategic (PE-backed) |
| 1291 Group | 1 | Independent insurance broker offering wealth protection a... | Strategic |
| ACA Group | 1 | Financial services governance, risk, and compliance (GRC)... | Strategic |
| AlphaTrAI | 1 | Provider of tech-enabled, AI-driven front/middle/back-off... | Strategic |
| Apella Wealth | 1 | National registered investment advisor delivering wealth ... | Strategic (PE-backed) |
Acquisition Volume in Financial Services in Massachusetts by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 21, 2026
- Buyer
- Nasdaq
- Target
- LeveL Markets
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Nasdaq has entered into a definitive agreement to acquire LeveL Markets, an alternative trading system (ATS) platform and institutional execution venue. The deal is intended to strengthen Nasdaq’s ability to deliver institutional-grade liquidity solutions and support its “always-on” digital liquidity strategy via its newly formed Digital Liquidity Networks organization.
-
August 21, 2026
- Buyer
- Diversify Wealth Management
- Target
- River Financial Group
- Seller
- Leo Rotman
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Diversify Wealth Management added River Financial Group to its wealth management platform. The Boston-based firm joined to provide the infrastructure needed to scale its specialized financial planning practice for families raising children with disabilities while remaining independent.
-
August 3, 2026
- Buyer
- Heritage Global Inc.
- Target
- Boston Note Company
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Heritage Global’s Financial Assets division acquired Boston Note Company, a nationwide broker and buyer of privately held seller notes and carry-back notes. The deal is intended to expand Heritage Global’s Financial Assets platform into additional asset classes and distribution channels, with a focus on residential and commercial real-estate backed seller notes.
-
July 2, 2026
- Buyer
- Coastal Bridge Advisors, Waddell & Associates, One Charles Private Wealth
- Target
- Waddell & Associates, One Charles Private Wealth
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Coastal Bridge Advisors completed a strategic merger with Waddell & Associates and One Charles Private Wealth. The combined firm operates under the Coastal Bridge Advisors name and will have more than $10 billion in assets under management (as of June 30, 2026), expanding client resources, technology, and advisory capabilities across multiple regions.
-
- Buyer
- King Risk Partners
- Target
- Perry Insurance Agency, LLC
- Seller
- Darryl Perry, Marc Perry
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
King Risk Partners announced it has acquired Perry Insurance Agency, an independent insurance agency based in North Andover, Massachusetts. The acquisition supports King Risk Partners’ continued strategic expansion in Massachusetts by partnering with independent agencies that have strong local relationships and client-focused service.
-
June 17, 2026
- Buyer
- Flexstone Partners, Natixis Investment Managers
- Target
- Glouston Capital Partners
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Flexstone Partners agreed to acquire Glouston Capital Partners, a Boston-based private equity secondaries manager, to create a scaled private markets platform managing more than $15 billion across primary, co-investment and secondary strategies. The deal combines Flexstone’s global primary/co-investment capabilities with Glouston’s North American secondary presence and U.S. distribution leadership.
-
- Buyer
- 1291 Group
- Target
- International Planning Group (IPG)
- Seller
- Jon Baker
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
1291 Group, a Swiss-founded wealth protection and life-insurance solutions broker, has acquired International Planning Group (IPG). The deal gives 1291 Group onshore access to the U.S. life insurance market and expands its Americas presence, while IPG continues to operate under its existing brand for a transitional period as a wholly owned subsidiary.
-
- Buyer
- Metro Credit Union
- Target
- Members Plus Credit Union
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Metro Credit Union and Members Plus Credit Union have announced their intent to merge in a member-focused strategic partnership. If approved by members and regulators, Metro Credit Union will be the continuing institution, and the combined credit union is expected to operate 25 retail branches serving about 214,000 members with more than $3.5 billion in assets by the end of 2026.
-
March 11, 2026
- Buyer
- ACA Group
- Target
- FX Transparency
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
ACA Group, a governance, risk, and compliance (GRC) advisor for financial services, announced it has acquired FX Transparency (FXT), a provider of foreign exchange transaction cost analysis and best execution analytics. The deal expands ACA’s transaction cost analysis capabilities in global foreign exchange and builds on ACA’s 2025 acquisition of Global Trading Analytics.
-
February 27, 2026
- Buyer
- Savant Wealth Management
- Target
- Heritage Financial
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Savant Wealth Management partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in AUM. The majority employee-owned firms’ teams joined Savant, including 15 Heritage employees who became member-owners, and the partnership closed on February 27, 2026.
-
February 5, 2026
- Buyer
- Hanscom Federal Credit Union
- Target
- Alden Credit Union
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Hanscom Federal Credit Union and Alden Credit Union announced a strategic partnership and merger plan in which Hanscom will serve as the combined organization post-completion. The merger is expected to expand financial wellness resources, digital banking, lending capacity, and member services for Alden members, pending regulatory approval and customary closing conditions.
-
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.
-
November 14, 2025
- Buyer
- NB Bancorp, Inc., Needham Bank
- Target
- Provident Bancorp, Inc., BankProv
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
NB Bancorp, Inc. (Needham) announced the planned merger with Provident Bancorp, Inc. (BankProv), following regulatory approvals and confirmation of the election deadline. The merger is expected to become effective on November 15, 2025, with Provident delisting after the close of trading on November 14, 2025.
-
November 1, 2025
- Buyer
- Eastern Bankshares, Inc.
- Target
- HarborOne Bancorp, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Eastern Bankshares, Inc. completed its previously announced acquisition of HarborOne Bancorp, Inc. on November 1, 2025. Under the merger agreement, HarborOne shareholders elected to receive either Eastern common stock (0.765 shares per HarborOne share) and/or cash ($12.00 per HarborOne share) subject to allocation and proration.
-
- Buyer
- Hometown Financial Group, Inc.
- Target
- CFSB Bancorp, Inc., Colonial Federal Savings Bank
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Hometown Financial Group, Inc. entered into a definitive merger agreement to acquire CFSB Bancorp, Inc., the holding company for Colonial Federal Savings Bank. The deal, valued at about $44 million, is expected to close in Q4 2025, and Colonial Federal branches will be integrated into North Shore Bank.
-
October 31, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Bridge Creek Capital Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Cape Cod-based Bridge Creek Capital Management. The acquisition, which closed October 31, 2025, brings roughly $447 million of AUM onto Waverly’s platform and expands the firm’s presence in Massachusetts as the entire Bridge Creek team joins Waverly.
-
October 10, 2025
- Buyer
- Bold Penguin
- Target
- SquareRisk
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Bold Penguin has acquired SquareRisk, a digital wholesale marketplace that connects retail brokers to specialty carriers and MGAs. The acquisition expands Bold Penguin's access to excess & surplus (E&S) and specialty markets and adds digital wholesale operations to its commercial insurance platform.
-
October 8, 2025
- Buyer
- Allworth Financial
- Target
- Shorepoint Capital Partners, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Allworth Financial, a national registered investment advisor backed by Lightyear Capital and Ontario Teachers' Pension Plan Board, has acquired Norwood, Massachusetts-based Shorepoint Capital Partners, which manages approximately $850 million in assets. The deal brings Shorepoint’s 10-person team and expanded UHNW investment capabilities to Allworth as the firm cements its Boston presence and expands its alternative investment and advisory offerings.
-
October 1, 2025
- Buyer
- World Insurance Associates LLC
- Target
- Wolpert Insurance Agency
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
World Insurance Associates acquired Wolpert Insurance Agency, an insurance agency based in Worcester, Massachusetts, on October 1, 2025. Terms of the transaction were not disclosed. The deal expands World’s presence in Massachusetts and Rhode Island and adds Wolpert’s transportation specialty insurance expertise.
-
October 1, 2025
- Buyer
- Beacon Pointe Advisors
- Target
- Sensible Financial Planning
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired Sensible Financial Planning, a Waltham, Massachusetts-based wealth management firm with approximately $944 million in AUM. The acquisition, which closed October 1, 2025, expands Beacon Pointe's Boston-area presence and brings the firm's total assets under advisement to roughly $54 billion while preserving Sensible Financial's team and offices.
-
September 30, 2025
- Buyer
- Digital Federal Credit Union, First Tech Federal Credit Union
- Target
- Digital Federal Credit Union
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
The National Credit Union Administration (NCUA) granted regulatory approval for Digital Federal Credit Union (DCU) and First Tech Federal Credit Union to proceed with their proposed merger. Following member approvals, the organizations plan to complete a legal merger on January 1, 2026, operating as First Tech Federal Credit Union and integrating over time.
-
September 11, 2025
- Buyer
- Fiduciary Services Group
- Target
- Beacon Benefits
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Fiduciary Services Group (FSG) has acquired Beacon Benefits, a Beverly, Massachusetts–based third-party administrator (TPA), and will integrate the business into its DWC TPA platform. The deal expands FSG’s retirement services capabilities and adds a regional Boston-area office to support growth in plan administration and recordkeeping services.
-
September 4, 2025
- Buyer
- Corient
- Target
- Breed's Hill Capital
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Corient, a national wealth management firm, has acquired Breed's Hill Capital, a Boston-based multi-family office managing about $3.5 billion in assets. The deal expands Corient's presence in New England and enhances its capabilities serving ultra-high-net-worth families; terms were not disclosed.
-
September 2, 2025
- Buyer
- Berkshire Hills Bancorp, Inc., Beacon Financial Corporation (new holding company)
- Target
- Brookline Bancorp, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Berkshire Hills Bancorp and Brookline Bancorp announced a merger of equals to combine their regional banking franchises into a new holding company, Beacon Financial Corporation, and its bank brand, Beacon Bank. The combined company is expected to complete the transaction in the third quarter of 2025, subject to regulatory approvals and customary closing conditions.
-
September 2, 2025
- Buyer
- Penn‑America Underwriters, LLC, Global Indemnity Group, LLC (GBLI)
- Target
- Sayata
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Penn‑America Underwriters, a subsidiary of Global Indemnity Group (NYSE: GBLI), has completed the acquisition of Sayata, an AI‑enabled digital distribution marketplace for commercial insurance. The deal is intended to expand Penn‑America's distribution, product portfolio, and technology capabilities to accelerate digital distribution and agency operations.
-
August 1, 2025
- Buyer
- LPL Financial Holdings Inc., LPL Financial LLC
- Target
- Commonwealth Financial Network
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
LPL Financial Holdings Inc., together with its subsidiaries, has completed the acquisition of Commonwealth Financial Network, a wealth management firm that supports roughly 3,000 advisors and manages about $305 billion in assets. Commonwealth will operate as a wholly owned portfolio company while its advisors are onboarded to LPL's platform, and Commonwealth's CEO Wayne Bloom will continue to lead the business within LPL.
-
- Buyer
- Cornerstone Bank, PeoplesBancorp, MHC
- Target
- Athol Savings Bank
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Cornerstone Bank (a subsidiary of PeoplesBancorp, MHC) and Athol Savings Bank announced the execution of a merger agreement under which Athol Savings Bank will merge into Cornerstone Bank. Athol Savings Bank will operate as a division of Cornerstone, retaining its name and five branch locations, with the deal expected to close in the first quarter of 2026 subject to approvals.
-
July 13, 2025
- Buyer
- F2 Strategy
- Target
- Aliter Investment Services
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
F2 Strategy, a Chicago-based wealth management technology and marketing services firm, has acquired Aliter Investment Services, a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers. The acquisition establishes asset servicing as F2's third core vertical, expanding the firm's capabilities across pooled investment servicing and enhancing its strategic consulting and delivery across the financial services ecosystem.
-
July 1, 2025
- Buyer
- Independent Bank Corp.
- Target
- Enterprise Bancorp, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Independent Bank Corp. (parent of Rockland Trust) and Enterprise Bancorp, Inc. have signed a definitive merger agreement for Rockland Trust to acquire Enterprise Bank. The deal received all required regulatory approvals and was expected to close on July 1, 2025, with Enterprise merging into Independent and Enterprise Bank merging into Rockland Trust (surviving entities).
-
July 1, 2025
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- O'Brien Wealth Partners
- Seller
- Jill Ann Fopiano
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired Waltham, Massachusetts–based O'Brien Wealth Partners, adding approximately $1.1 billion in client assets and a 14-person advisory team led by Jill Ann Fopiano. The deal deepens Mercer's Greater Boston footprint and provides the O'Brien team access to Mercer's broader family-office, tax and estate planning capabilities.
-
June 17, 2025
- Buyer
- Osaic, Inc., Reverence Capital Partners
- Target
- CW Advisors, LLC
- Seller
- Audax Private Equity
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Osaic, a portfolio company of Reverence Capital Partners, has acquired Boston-based CW Advisors, a registered investment advisor managing roughly $13.5–14.5 billion in fee-only client assets. The deal (purchased from Audax Private Equity) expands Osaic’s scale and capabilities in the fee-only channel and high-net-worth / ultra-high-net-worth wealth management market while allowing CW Advisors to remain operationally independent.
-
- Buyer
- Brown & Brown, Inc.
- Target
- RSC Topco, Inc., Accession Risk Management Group, Inc., Risk Strategies, One80 Intermediaries
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Brown & Brown, Inc. has entered into an agreement to acquire RSC Topco, Inc. (RSC), the holding company for Accession Risk Management Group. The transaction is valued at a gross purchase price of $9.825 billion and is expected to close in the third quarter of 2025, subject to customary closing conditions and regulatory approvals.
-
May 14, 2025
- Buyer
- Betterment
- Target
- Rowboat Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Betterment has acquired Rowboat Advisors, a portfolio management software provider specializing in direct indexing, tax optimization, and personalized investing. The deal will integrate Rowboat’s technology into Betterment Advisor Solutions to accelerate capability delivery for RIAs, with full integration beginning in the second half of 2025 and direct indexing planned for 2026.
-
April 17, 2025
- Buyer
- OneDigital Investment Advisors LLC, OneDigital
- Target
- BoliColi
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital, has acquired BoliColi, an independent executive and director benefits consulting firm based in Reading, Massachusetts. The acquisition expands OneDigital's Executive Benefits capabilities and strengthens its reach in the East Region to better serve banks, corporations and other institutional clients.
-
- Buyer
- Aspen Standard Wealth
- Target
- New England Private Wealth Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Aspen Standard Wealth has acquired New England Private Wealth Advisors (NEPWA), a Wellesley/Boston-based fee-only RIA with $2.9 billion in assets under management as of 12/31/2024. The deal brings NEPWA onto Aspen’s perpetual RIA platform to support growth while preserving NEPWA’s brand and client-focused advisory model.
-
March 28, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- NBW Capital, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.
-
February 19, 2025
- Buyer
- Rise Growth Partners, Charlesbank Capital Partners
- Target
- Grimes & Company, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
Rise Growth Partners acquired a strategic minority stake in Grimes & Company, a family-owned wealth management firm with about $5.7 billion AUM that serves ~3,000 households. The investment — supported by a strategic commitment from Charlesbank Capital Partners to Rise — is intended to accelerate Grimes' geographic expansion, enhance its centralized planning capabilities and attract growth-focused advisor teams while preserving the firm's independence and culture.
-
- Buyer
- Reading Cooperative Bank
- Target
- Wakefield Cooperative Bank
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Reading Cooperative Bank and Wakefield Cooperative Bank announced plans to enter into a partnership that will create a stronger, more resilient mutual cooperative bank. The combined institution will retain the name Reading Cooperative Bank and is expected to be finalized in late Q2 2025, pending approvals from boards, depositors, the Massachusetts Division of Banks, and the Federal Reserve.
-
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.
-
November 1, 2024
- Buyer
- Stout
- Target
- DebtX Analytics, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Stout, a global advisory firm, has acquired DebtX Analytics, a Boston-based provider of loan valuation, stress testing, and CECL analytics. The deal brings 13 DebtX Analytics employees into Stout and expands Stout's capabilities in loan portfolio valuation and regulatory stress testing for banks, insurers, private equity and government clients.
-
- Buyer
- Hometown Financial Group, Inc., North Shore Bank
- Target
- Abington Bank
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Divestiture
Hometown Financial Group and North Shore Bank completed the merger of Abington Bank into North Shore Bank, creating a combined community-bank franchise with more than $3 billion in assets and 25 branches across eastern Massachusetts and southern New Hampshire. The transaction consolidates Abington Bank as a division of North Shore Bank, expands Hometown Financial Group's scale and branch network, and enables enhanced digital banking, mortgage capability, and lending capacity.
-
- Buyer
- Ares Management Corporation
- Target
- Riverside Credit Solutions
- Seller
- The Riverside Company
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Ares Management Corporation has acquired Riverside Credit Solutions (RCS), an affiliated fund and lower‑middle‑market direct lending team of The Riverside Company. The Boston‑based RCS team and capabilities will be integrated into Ares' U.S. Direct Lending platform to expand coverage of cash‑flow‑based lending to lower‑middle‑market, PE‑sponsored and non‑sponsored businesses.
-
August 22, 2024
- Buyer
- AlphaTrAI
- Target
- Anchor Advisory Services
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
San Diego-based AlphaTrAI has acquired Plymouth, Massachusetts-based Anchor Advisory Services, a scheduling and sales management solutions provider for the wealth and asset management industry. The deal will integrate AlphaTrAI's AI-driven technology with Anchor's outsourced internal wholesaling and scheduling capabilities to enhance client experience and drive national growth; terms were not disclosed.
-
- Buyer
- World Investment Advisors
- Target
- Boston Harbor Wealth Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.
-
- Buyer
- Victory Capital Holdings, Inc.
- Target
- Amundi US (Amundi Holdings US, Inc.)
- Seller
- Amundi (Amundi US / Amundi Holdings US, Inc.)
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Divestiture
Victory Capital has reached a definitive agreement to combine Amundi's US business (formerly Pioneer Investments) into its platform in exchange for Amundi receiving a 26.1% economic stake in Victory Capital. The deal includes reciprocal 15-year distribution agreements, aims to broaden product offerings and global distribution, and is expected to deliver meaningful cost synergies and near-term EPS accretion.
-
- Buyer
- Wealth Enhancement Group
- Target
- Peak Financial Services, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.
-
June 30, 2024
- Buyer
- CW Advisors, LLC
- Target
- Cubic Asset Management, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Boston-based CW Advisors (CWA), a PE-backed registered investment advisor, has acquired Cubic Asset Management, an independent Boston-based account management firm, adding over $700 million of AUM to CWA. The deal is an add-on to CWA's platform (which is partnered with Audax Private Equity) and is intended to expand CWA's investment capabilities and client servicing for high-net-worth and ultra-high-net-worth clients.
-
- Buyer
- BlackRock, Inc.
- Target
- Willow Network, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
BlackRock has made a minority investment in Willow Network, a wealthtech startup that provides education, coaching and a digital marketing platform for financial advisors. The funding will support Willow's launch of two certificate programs — Advisor for Women and Advisor for NextGen — and BlackRock has taken a board seat as part of the transaction; financial terms were not disclosed.
-
April 8, 2024
- Buyer
- Beyond Risk Topco Holdings, LP LLC
- Target
- SL Management Partners, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Beyond Risk Topco Holdings, LP LLC (Beyond Risk) has acquired SL Management Partners, a Massachusetts-based medical stop loss managing general underwriter and claims services provider. The acquisition expands Beyond Risk’s employee benefits and medical stop loss (MSL) capabilities and adds underwriting and claims services to its alternative risk solutions platform, providing SL Management Partners with strategic, operational and distribution support.
-
- Buyer
- The Carlyle Group (Credit Strategic Solutions)
- Target
- Monogram LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
The Carlyle Group, via its Credit Strategic Solutions team, acquired a $415 million private student loan portfolio and made a strategic investment in Monogram LLC to partner on originating, acquiring and managing private student loan assets. Monogram — led by the former Cognition Financial management team and headquartered in Boston — will leverage Carlyle's capital to expand its origination, servicing and portfolio management capabilities.
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Frequently Asked Questions
Which financial services subsectors are represented in Massachusetts deals?
The deals include wealth management advisory, banking, credit union mergers, insurance agency acquisition, and financial analytics/GRC capabilities (e.g., FX transaction cost analysis).
Do Massachusetts acquisitions tend to involve local operators or larger platforms?
Both appear: regional acquirers and platforms (for example, wealth and advisory firms) feature alongside institution-led consolidations in banking and credit unions.
Are there examples of deals that expand analytics or advisory capabilities rather than just assets or branches?
Yes. ACA Group acquired FX Transparency to expand FX transaction cost analysis and best execution analytics, and Coastal Bridge Advisors’ merger is described as expanding technology and advisory capabilities.
Is the page limited to one year of Massachusetts activity?
No. The page covers acquisitions across multiple years, including 2018 through 2026.
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