Tracked deals
875
875 tracked deals across 2008-2026.
Top Private Equity-Backed Financial Services Acquirers
Buyer mix
Mixed buyer set
737 pe · 430 strategic
Top trend
Volume peaked in 2025
148 tracked deals announced in 2025.
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 |
|---|---|---|---|
| Mercer Global Advisors, Inc. (Mercer Advisors) | 17 | National registered investment adviser offering wealth ma... | Strategic (PE-backed) |
| EP Wealth Advisors, LLC | 15 | Fee-only national registered investment adviser providing... | Strategic (PE-backed) |
| Warburg Pincus | 15 | Global private equity firm focused on growth investing ac... | PE |
| Mercer Global Advisors, Inc. | 13 | National registered investment adviser (RIA) offering wea... | Strategic (PE-backed) |
| Hub International Limited | 12 | Global insurance brokerage and financial services firm pr... | Strategic (PE-backed) |
| Bain Capital | 11 | Global private investment firm active across private equi... | PE |
| Pollen Street Capital | 11 | Private equity firm focused on financial and business ser... | PE |
| TA Associates | 11 | Global growth private equity firm focused on financial se... | PE |
| Waverly Advisors, LLC | 11 | Fee-only registered investment adviser providing investme... | Strategic (PE-backed) |
| Merit Financial Advisors | 10 | National wealth management firm and RIA platform providin... | Strategic (PE-backed) |
Acquisition Volume in Private Equity-Backed Financial Services by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
October 12, 2026
- Buyer
- Searchlight Capital Partners, Fitzroy Capital
- Target
- Kredinor
- Industry
- Financial Services
- Location
- Norway
- Type
- Buyout
Searchlight Capital Partners and Fitzroy Capital agreed to acquire Kredinor after a strategic review of the Norwegian credit management company’s ownership structure. The buyers intend to provide capital and operational expertise to support Kredinor’s continued growth; completion is subject to customary approvals and was expected in January 2027.
-
October 8, 2026
- Buyer
- SRS Acquiom
- Target
- Pantarai
- Industry
- Financial Services
- Location
- Essex, United Kingdom
- Type
- Buyout
SRS Acquiom signed an agreement to acquire Pantarai, a provider of loan technology, closing services, and middle-office solutions for broadly syndicated loans and private credit markets. The acquisition will expand SRS Acquiom’s Loan Agency platform into trade closing and loan technology, and support the launch of a new Loan Solutions business.
-
October 8, 2026
- Buyer
- KKR
- Target
- Gen II Fund Services
- Seller
- Hg, General Atlantic, Other minority investors
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
KKR agreed to acquire Gen II Fund Services from Hg, General Atlantic and other minority investors in a transaction valuing the company at $5.1 billion. Expected to close in 2027 subject to regulatory approvals and customary conditions, the deal will support Gen II’s international expansion, broader service capabilities and investment in proprietary technology and AI-enabled solutions.
-
- Buyer
- Hilb Group
- Target
- Pennsylvania-based full service property and casualty and employee benefits agency
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Hilb Group announced it has acquired a Pennsylvania-based full-service property and casualty and employee benefits agency. The acquisition took effect on September 1, 2026, as Hilb Group continues growing its Mid-Atlantic presence.
-
October 3, 2026
- Buyer
- Capitolis, Parthenon Capital
- Target
- eSecLending
- Seller
- Parthenon Capital, eSecLending management team
- Industry
- Financial Services
- Type
- Buyout
Capitolis has agreed to acquire eSecLending for $200 million in an all-cash transaction. The deal expands Capitolis’s financial resource management platform into securities lending and strengthens relationships across the capital markets and prime brokerage ecosystem.
-
September 30, 2026
- Buyer
- Vesterra Capital Partners (management partners)
- Target
- AMG's minority equity interest in Vesterra Capital Partners (formerly part of Comvest Partners)
- Seller
- AMG
- Industry
- Financial Services
- Type
- Buyout
Vesterra Capital Partners transitioned to full management ownership after its partners acquired AMG's minority equity interest and completed the separation of investment operations formerly under Comvest Partners. The transaction closed on September 30, 2026, giving Vesterra’s management team full ownership and control.
-
September 25, 2026
- Buyer
- Madison Dearborn Partners
- Target
- The Marygold Companies, USCF
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Madison Dearborn Partners agreed to acquire The Marygold Companies in an all-cash transaction valued at $2 per share, representing a 100% premium to Marygold’s prior closing share price. Following the acquisition, the parties plan to refocus the business on USCF and support USCF’s product development, distribution, and marketing.
-
September 22, 2026
- Buyer
- Peakline Partners
- Target
- Kalon Capital
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
Peakline Partners acquired Kalon Capital, an equipment finance company based in Stamford, Connecticut, to expand Peakline’s equipment finance and asset-backed private credit capabilities. The deal brings Kalon’s financing platform and leadership team into Peakline, with Kalon’s Founder and CEO Nicole Torraco continuing to lead the equipment finance business.
-
September 15, 2026
- Buyer
- AFS
- Target
- Debticate
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
AFS acquired Debticate to add loan syndication and sales workflow technology to its commercial loan servicing and lifecycle management platform. The combined offering is intended to deliver an end-to-end syndicated lending platform that helps financial institutions automate complex processes from origination through distribution, closing, and servicing.
-
September 10, 2026
- Buyer
- Pretium
- Target
- Cascade Financial Services
- Seller
- Centerbridge Partners
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Pretium acquired Cascade Financial Services, a national lender specializing in manufactured and modular home financing, and is adding it to its residential credit platform. Cascade’s majority shareholder, Centerbridge Partners, sold its stake; the transaction expands Pretium’s lending capabilities and access to an affordable-homeownership market.
-
September 10, 2026
- Buyer
- Simplicity Group
- Target
- Whitney and Associates, LLC, Altitude Capital Management RIA
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Buyout
Simplicity Group acquired Whitney and Associates, a Des Moines-based independent insurance marketing organization, together with affiliated RIA platform Altitude Capital Management. The acquisitions add advisor marketing, digital lead generation, and wealth-management infrastructure to Simplicity’s distribution platform; Whitney principals Mitchell Whitney and Charles Johnson joined Simplicity as partners.
-
September 4, 2026
- Buyer
- Permira, Canada Pension Plan Investment Board (CPP Investments)
- Target
- JTC
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Permira and Canada Pension Plan Investment Board (CPP Investments) have completed their £2.7 billion acquisition of JTC. The partnership is intended to accelerate JTC’s “Genesis era” growth plan, including AI-enabled client services and expansion across North America and Europe through organic initiatives and strategic acquisitions.
-
September 4, 2026
- Buyer
- EQT X (EQT)
- Target
- McGill and Partners
- Seller
- Warburg Pincus
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
EQT X entered into a definitive agreement to acquire a majority stake in McGill and Partners for USD 2.0 billion from Warburg Pincus. The firm’s CEO Steve McGill, Chairman John Lloyd, and the wider management/colleague base will re-invest and retain meaningful ownership alongside EQT, with expected closing in H1 2027.
-
- Buyer
- Aquiline Capital Partners LP
- Target
- Flourish
- Seller
- MassMutual
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Aquiline entered into a definitive agreement to invest in Flourish, a wealthtech platform owned by MassMutual that provides private-bank-like solutions for Registered Investment Advisors (RIAs). The transaction is expected to close in Q4 2026, with Aquiline acquiring a controlling interest while MassMutual retains a significant stake.
-
September 1, 2026
- Buyer
- Great Hill Partners
- Target
- Aurenity
- Seller
- Agman
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Growth capital
Tech-enabled E&S MGA Aurenity secured a strategic growth investment from Great Hill Partners to expand underwriter recruitment, launch new specialty programs, and advance its AI and automation enablement. Founding investor Agman and Aurenity’s management team will retain a significant portion of their equity stakes, while financial terms were not disclosed.
-
August 29, 2026
- Buyer
- Bain Capital
- Industry
- Financial Services
- Type
- Growth capital
Bain Capital’s Private Credit Group deployed approximately $6 billion across 58 investments during the first half of 2026 to support middle-market and private equity-backed companies. The activity included refinancings, leveraged buyouts, and add-on acquisitions, with many investments involving new platforms and a broad mix of debt and equity structures.
-
August 25, 2026
- Buyer
- The Vistria Group, LP
- Target
- Curi Capital
- Seller
- Curi, Wealth Partners Capital Group, Curi Capital employee owners, Existing shareholders (undisclosed beyond named parties)
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Curi Capital, a Chicago-based registered investment adviser, announced a strategic investment from The Vistria Group in which Vistria will become an ownership partner and take a majority ownership interest upon closing. The capital is intended to support technology upgrades, talent recruitment and training, client experience enhancements, and additional RIA acquisitions to expand in existing and new markets.
-
August 24, 2026
- Buyer
- Constellation Wealth Capital
- Target
- Confluence Financial Partners
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Growth capital
Confluence Financial Partners announced a strategic partnership with Constellation Wealth Capital in which CWC will make a minority investment. The firm will retain leadership control and continue operating under its existing management team while using the added capital and resources to support long-term growth.
-
August 20, 2026
- Buyer
- Long Ridge Equity Partners
- Target
- MarketSphere Unclaimed Property Specialists
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Long Ridge Equity Partners made a significant growth investment in MarketSphere Unclaimed Property Specialists. The funding will support accelerated product development, expanded sales and marketing efforts, and continued investment in people, platform, and client service.
-
August 20, 2026
- Buyer
- Brightwood Capital Advisors, LLC, Coastline Wealth Management, LLC
- Target
- Coastline Wealth Management, LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Brightwood Capital Advisors and Coastline Wealth Management announced the closing of a senior secured credit facility to support Coastline’s continued growth and acquisition strategy. In parallel, Coastline completed 12 acquisitions to expand its advisor platform, bringing assets under management and administration to more than $6 billion.
-
- Buyer
- Osaic, Inc., Millenia Investments LLC
- Target
- O'Reilly LLC
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
Osaic, through its Millenia Investments platform, announced that O'Reilly LLC has joined Millenia Investments and affiliated with Osaic. The Chesterfield, Missouri-based firm led by Patrick O'Reilly brings about $250 million in client assets and will gain access to Osaic technology and investment/planning resources.
-
- Buyer
- Stone Point Capital, Genstar Capital
- Target
- Ascensus
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Recapitalization
Stone Point Capital and Genstar Capital will each invest new capital and hold equal stakes in Ascensus under a new co-ownership structure. Ascensus will continue operating under its existing leadership, client relationships, and service model, while Stone Point and Genstar assume joint governance upon closing.
-
August 12, 2026
- Buyer
- Atlas Merchant Capital LLC
- Target
- Edge Focus
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Edge Focus announced a minority equity investment led by Atlas Merchant Capital. The capital will support hiring, expansion of Edge Focus’s proprietary consumer credit underwriting technology, and continued growth of its capital markets platform.
-
- Buyer
- Sunstar Insurance Group, LLC
- Target
- RJR Faribo Insurance Agency
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Addon
Sunstar Insurance Group, backed by Reverence Capital Partners, partnered with and added RJR Faribo Insurance Agency to expand its Midwest presence, marking its first agency in Minnesota. The 22-employee agency, based in Eden Prairie and Faribault, becomes part of Sunstar’s integrated insurance brokerage platform.
-
August 11, 2026
- Buyer
- Blackstone, La Caisse de dépôt et placement du Québec (La Caisse), PSP Investments, British Columbia Investment Management Corporation (BCI)
- Target
- Aeroplan Inc.
- Seller
- Air Canada
- Industry
- Financial Services
- Location
- Quebec, Canada
- Type
- Growth capital
Air Canada announced a $2.5 billion minority equity investment in Aeroplan, with funds managed by Blackstone and La Caisse leading an investor group. The group will acquire a 25% non-controlling equity interest valued at $10 billion, while Air Canada retains full operational control and a controlling ownership stake.
-
Carlyle Global Credit Invests in Prime Capital Financial (Minority Stake) With Abry Partners ExitingAugust 7, 2026
- Buyer
- Carlyle (Global Credit platform)
- Target
- Prime Capital Financial
- Seller
- Abry Partners
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Recapitalization
Carlyle’s Global Credit platform agreed to provide approximately $600 million of hybrid capital to Prime Capital Financial, taking a minority ownership position valued at more than $1.8 billion enterprise value. Abry Partners, which invested in Prime Capital Financial in 2023, will exit as part of the transaction, while Prime’s advisor-led model and majority employee ownership structure are preserved.
-
August 3, 2026
- Buyer
- Simplicity Group
- Target
- Mid-Atlantic Wealth Advisory Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Simplicity Group has acquired Mid-Atlantic Wealth Advisory Group, a Pennsylvania-based registered investment advisor that provides holistic financial planning for professionals, business owners, and pre-retirees. Following the closing, Mid-Atlantic’s founders Dennis Maguire and Robert Sayre became partners at Simplicity, and the firm will be rebranded as Simplicity Wealth Advisors.
-
- Buyer
- KKR
- Target
- CoolIT Systems, Viridor, CIRCOR International (aerospace division), Kokusai Electric, Hyundai Marine Solutions, BrightSpring Health Services, OHB, OneStream Software, Global Medical Response, MasOrange
- Seller
- KKR
- Industry
- Financial Services
- Type
- Divestiture
KKR reported record monetization driven by multiple investment exits, including several deals completed or IPOs finalized. The company also cited announced (not yet closed as of June 30) transactions: the planned sale of CoolIT Systems and the sale of Viridor, as well as a $2.55 billion sale of CIRCOR International’s aerospace division.
-
- Buyer
- Merit Financial Advisors
- Target
- Towson Wealth Management, LLC
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Merit Financial Advisors acquired Towson Wealth Management, a Towson, Maryland wealth management firm overseeing about $502.5 million in total client assets. The deal, finalized July 17, 2026, expands Merit’s Mid-Atlantic presence and brings Towson’s CEO and entire four-person team into Merit, with Towson rebranding as Merit Financial Advisors.
-
- Buyer
- Hamilton Lane, Cynosure Partners
- Target
- Savant Wealth Management
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Recapitalization
Cynosure Partners secured a $270 million minority continuation investment in Rockford, Illinois-based RIA aggregator Savant Wealth Management through a vehicle led by Hamilton Lane. The transaction injects fresh capital while giving earlier Cynosure investors an option for liquidity about 10 years after the original 2016 investment.
-
- Buyer
- Vista Equity Partners, Carlyle, Blue Owl, Fortress, Golub Capital, Lord Abbett, AllianceBernstein, Royal Bank of Canada (RBC)
- Target
- CAIS
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
CAIS, a technology platform that serves independent financial advisors with an end-to-end operating system for alternative investments, closed a $170 million Series D on July 29, 2026. The round was led by Vista Equity Partners at a valuation above $2 billion, with multiple other private markets and wealth-management firms (including Carlyle, Blue Owl, Fortress, Golub Capital, Lord Abbett, AllianceBernstein, and RBC) taking minority stakes. Proceeds will be used to expand the platform, scale technology/AI capabilities, and pursue strategic opportunities, likely including acquisitions.
-
July 28, 2026
- Buyer
- InterVest capital partners (affiliate of InterVest capital partners)
- Target
- Kapitus
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Kapitus, a small-business financing platform, has been acquired by an affiliate of InterVest capital partners. The partnership is intended to strengthen Kapitus’ capital base and expand access to financing for small businesses nationwide while Kapitus continues operating independently under CEO Andrew Reiser.
-
- Buyer
- EQT AB, Bain Capital
- Target
- Perpetual Limited
- Industry
- Financial Services
- Location
- New South Wales, Australia
- Type
- Buyout
Swedish private equity firm EQT AB increased its takeover offer for Australian financial services company Perpetual to A$2.55 billion (about US$1.78 billion). Perpetual said it has not made a recommendation to shareholders regarding the revised bid, which remains conditional, including completion of Perpetual’s planned sale of its wealth management unit to Bain Capital.
-
- Buyer
- Private Equity at Goldman Sachs Alternatives
- Target
- AEGIS Hedging Solutions
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
AEGIS Hedging Solutions entered into a definitive transaction agreement to be acquired by Private Equity at Goldman Sachs Alternatives. The investment will be made alongside AEGIS management, and AEGIS is expected to close the deal in the third quarter of 2026, subject to customary closing conditions.
-
- Buyer
- Pepper Advantage
- Target
- Dilosk DAC
- Seller
- Bank of Ireland
- Industry
- Financial Services
- Location
- Ireland
- Type
- Buyout
Pepper Advantage has agreed to acquire Dilosk DAC, the Irish residential mortgage origination and servicing platform operating under the Dilosk and ICS Mortgages brands. The transaction is expected to close in late Q3 2026, subject to regulatory approvals and customary closing conditions, and would combine Dilosk’s Irish mortgage origination with Pepper Advantage’s credit management and technology platform.
-
- 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
- B Capital, California Public Employees' Retirement System (CalPERS)
- Target
- Russell Investments
- Seller
- TA Associates, Reverence Capital Partners
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
Russell Investments has agreed to be acquired by an investor consortium led by B Capital, with CalPERS joining as an investor. The deal will be purchased from TA Associates and Reverence Capital Partners, and Russell Investments will continue operating independently under its existing leadership. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.
-
- Buyer
- Long Ridge Equity Partners
- Target
- MountainSeed
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Growth capital
MountainSeed, a provider of appraisal management and valuation technology for community banks and credit unions, completed a $38 million minority growth investment from Long Ridge Equity Partners. The financing is intended to accelerate AI-powered product innovation, expand MountainSeed’s capital markets offerings, and grow its go-to-market reach.
-
- Buyer
- Capital Research and Management Company
- Target
- KT&G
- Industry
- Financial Services
- Location
- South Korea
- Type
- Growth capital
KT&G announced that U.S.-based global investment management company Capital Research and Management Company acquired additional KT&G shares, raising its stake to 8.22% as of July 3, 2026. The acquisition follows prior disclosed increases to 5.61% (May) and 7.21% (June).
-
- Buyer
- Clearstead Advisors, LLC
- Target
- myCIO Wealth Partners, LLC (advisory team)
- Seller
- myCIO Wealth Partners, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Clearstead Advisors, LLC acquired an experienced Philadelphia-based wealth management advisory team formerly part of myCIO Wealth Partners, LLC. The team advised about $2.6 billion of regulatory assets under management (AUM) and about $2.7 billion of additional assets under advisement, and the transaction closed on June 30, 2026.
-
- Buyer
- Hilb Group
- Target
- Louisiana-based property and casualty insurance agency (unnamed)
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Addon
Hilb Group acquired a Louisiana-based property and casualty insurance agency, with the acquisition taking effect on July 1, 2026. Financial terms were not disclosed. The deal is intended to expand Hilb Group’s market presence in the Central region and add to its growing national insurance brokerage platform.
-
June 30, 2026
- Buyer
- EP Wealth Advisors
- Target
- Opes Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
EP Wealth Advisors announced a partnership/acquisition of Opes Wealth Management, a Menlo Park, California-based wealth management firm with more than $900 million in assets under management. The deal adds the Opes team (eight members) to EP Wealth and is intended to expand EP Wealth’s Northern California presence and integrated, planning-first advisory capabilities.
-
June 29, 2026
- Buyer
- Sixth Street
- Target
- Monument Re
- Seller
- Hannover Re
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Sixth Street announced that its investment vehicles have entered into a definitive agreement to acquire a majority stake in Monument Re. The transaction is expected to provide Monument Re with fresh capital and resources to accelerate strategic initiatives, with Monument Re continuing to operate as a standalone company after closing.
-
- Buyer
- J.C. Flowers & Co., Nowlake Technology, LLC
- Target
- Republic Finance
- Seller
- CVC Capital Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Republic Finance has entered into a definitive agreement to be acquired by an investor group led by J.C. Flowers & Co., together with Nowlake Technology, LLC. CVC Capital Partners—Republic’s majority owner—will exit its investment, while the Phillips family will retain an equity interest; Republic’s management team will continue to lead the company.
-
- Buyer
- Berkshire Partners, Audax Private Equity
- Target
- Harbourfront Wealth Group
- Industry
- Financial Services
- Location
- British Columbia, Canada
- Type
- Growth capital
Harbourfront Wealth Group entered into a definitive agreement to receive a strategic investment from Boston-based private equity firm Berkshire Partners. The deal values Harbourfront at C$1.775 billion, with closing expected in the second half of 2026 and Audax Private Equity retaining a significant interest.
-
June 22, 2026
- Buyer
- Pollen Street Capital, Vista Equity Partners
- Target
- Universal Banking
- Seller
- Finastra
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Pollen Street Capital announced it will acquire Universal Banking, Finastra’s global core banking software business. Universal Banking provides core banking technology for retail, commercial, and corporate banks, including its Essence cloud-first open banking platform.
-
June 18, 2026
- Buyer
- Nordic Capital XI, Nordic Capital Evolution I, Verdane
- Target
- Liberis, Qred
- Seller
- Blenheim Chalcot
- Industry
- Financial Services
- Location
- Sweden
- Type
- Buyout
Nordic Capital announced an agreement to acquire Liberis, an embedded finance platform for SMBs, and to further invest in Qred, a digital small-business bank, combining the two into a single global SMB financing platform. The combined group is expected to have ~600 employees, revenues exceeding EUR 250 million, and an active SMB customer base of more than 53,000, with access to ~11.5 million addressable merchants across 17 countries.
-
- Buyer
- Enterprise Risk Associates LLC
- Target
- Hamann Insurance Group, LLC
- Seller
- Dennis Hamann (founder)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Enterprise Risk Associates (ERA) acquired Hamann Insurance Group (HIG) of Katy, Texas on June 17, 2026. Financial terms were not disclosed, and founder Dennis Hamann will continue in his role with HIG post-closing.
-
June 12, 2026
- Buyer
- Waverly Advisors, LLC, Waverly Advisors' parent company, Wealth Partners Capital Group, HGGC (Aspire Holdings platform)
- Target
- Smithfield Trust Company, LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Waverly Advisors’ parent company acquired the equity of Smithfield Trust Company, a Pennsylvania-chartered trust company based in Pittsburgh. The acquisition expands Waverly’s trust services and strengthens its ability to provide integrated investment, tax, estate, and financial planning services. The transaction closed on June 12, 2026; deal terms were not disclosed.
-
June 10, 2026
- Buyer
- Figure Technology Solutions, Sixth Street
- Target
- Kiavi
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Figure Technology Solutions acquired Kiavi’s technology and operating platform, while a joint venture between Figure and Sixth Street purchased loans from Kiavi’s balance sheet. Announced for $717 million, the transaction adds Kiavi’s residential transition and rental-property lending capabilities to Figure’s blockchain-native marketplace; the acquisition was completed on September 1, 2026.
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