Tracked deals
859
859 tracked deals across 2008-2026.
Top Private Equity-Backed Financial Services Acquirers
Buyer mix
Mixed buyer set
722 pe · 428 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
-
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.
-
- 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.
-
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.
-
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.
-
August 25, 2026
- Buyer
- The Vistria Group, LP, Curi, Wealth Partners Capital Group
- Target
- Curi Capital
- 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 that is expected to close in late September 2026. Vistria will become an ownership partner alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group, to accelerate technology, talent, client experience, and strategic M&A growth.
-
August 21, 2026
- Buyer
- Osaic, Carlson Advisor Networks
- Target
- IronGate Services
- Seller
- Ameriprise Financial Services
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Addon
Osaic affiliated IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing about $367 million in client assets, through Carlson Advisor Networks. The IronGate team will gain access to Osaic’s technology, investment capabilities, and back-office support while maintaining an independent structure.
-
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
- 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 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.
-
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.
-
- Buyer
- Raven Capital, Hudson Cove Capital Management
- Target
- Elevate Credit, Inc.
- Industry
- Financial Services
- Location
- United States
- Type
- Recapitalization
Raven Capital arranged a $655 million refinancing for Elevate Credit, an online lender serving non-prime consumers in the United States. Hudson Cove Capital Management also participated in the financing, which provides Elevate capital to expand credit access and invest in its platform.
-
June 3, 2026
- Buyer
- Rocade Capital
- Target
- Law Finance Group LLC
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Rocade Capital announced the recent closing of its acquisition of Law Finance Group LLC (LFG), a litigation finance provider. The deal expands Rocade’s scale, origination capabilities, and product breadth by integrating Rocade’s technology-driven underwriting platform with LFG’s litigation finance expertise and client relationships.
-
- Buyer
- J.C. Flowers & Co., J.C. Flowers 26 Co.
- Target
- Monte Paschi Banque SA
- Seller
- Monte dei Paschi di Siena S.p.A.
- Industry
- Financial Services
- Location
- France
- Type
- Buyout
J.C. Flowers & Co. (J.C. Flowers) acquired Monte Paschi Banque SA, a French lending specialist and former French subsidiary of Monte dei Paschi di Siena. The bank will be renamed and aims to grow by partnering with independent financial advisors while expanding tailored lending and working-capital solutions for entrepreneurs and real estate owners in France.
-
- Buyer
- Xactus, Lovell Minnick Partners
- Target
- Mortgage Credit Link (MCL)
- Seller
- MeridianLink
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Xactus, a Lovell Minnick-backed verification fintech, completed the acquisition of Mortgage Credit Link (MCL), rebranding it as XedaLink and operating it as an independent subsidiary. The deal expands Xactus’s mortgage verification technology capabilities by adding a web-based order-fulfillment hub for credit and verification data from application through closing.
-
- Buyer
- General Catalyst
- Target
- Relay Financial Technologies, Inc. (Relay)
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Relay Financial Technologies announced a $50 million growth investment from General Catalyst’s Customer Value Fund to scale its small-business banking and money-management platform. The funding is intended to accelerate customer acquisition and support product innovation as Relay continues expanding embedded financial tools including Relay Capital term loans.
-
- Buyer
- Butterfly HoldCo Pte. Ltd (affiliate of EQT VII)
- Target
- Enity Holding AB (publ)
- Seller
- EQT VII (via Butterfly HoldCo Pte. Ltd as main shareholder)
- Industry
- Financial Services
- Location
- Stockholm County, Sweden
- Type
- Divestiture
EQT’s affiliate Butterfly HoldCo Pte. Ltd (main shareholder of EQT VII) completed the placement of 11,818,670 shares in Enity Holding AB (publ) for gross proceeds of about SEK 768 million. The transaction represents EQT’s exit of its remaining stake, with EQT VII receiving proceeds of about SEK 605 million.
-
May 13, 2026
- Buyer
- Bridgeport Partners
- Target
- Fiserv ATM Managed Services, Cash 26 Logistics, MoneyPass Network
- Seller
- Fiserv, Inc.
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Growth capital
Fiserv has entered into a definitive agreement with Bridgeport Partners to form a joint venture that will encompass Fiserv’s ATM Managed Services, Cash 26 Logistics, and MoneyPass businesses. The transaction is subject to regulatory approvals and customary closing conditions, and Bridgeport Partners is expected to assume operational control upon closing.
-
- Buyer
- Osaic, Inc., Reverence Capital Partners
- Target
- Du Lac Wealth Services
- Seller
- LPL Financial
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Addon
Osaic, a wealth management platform backed by Reverence Capital Partners, announced that Du Lac Wealth Services has joined the firm after transitioning from LPL Financial. The Cary, North Carolina-based advisory team brings approximately $200 million in client assets and will continue serving clients under Osaic’s resources and acquisition-focused platform.
-
May 12, 2026
- Buyer
- Goldman Sachs Alternatives (Private Equity business), Goldman Sachs (Alternative investments platform / GS Asset Management)
- Target
- FGI Worldwide LLC, FGI Worldwide
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
FGI Worldwide LLC, a provider of working capital financing and trade credit insurance solutions, has been acquired by the Private Equity business within Goldman Sachs Alternatives. The deal brings FGI into Goldman’s alternatives platform and is expected to accelerate growth while expanding its financing, risk, and Insurtech capabilities.
-
- Buyer
- KKR Alternative Assets L.P.
- Target
- FS KKR Capital Corp
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
KKR Alternative Assets L.P. entered into a purchase agreement to acquire newly issued shares of FS KKR Capital Corp for $150,000,000. The deal was announced on May 10, 2026 and is described as a firm intention following the execution of the definitive purchase agreement.
-
- Buyer
- Capital Research and Management Company
- Target
- KT&G
- Industry
- Financial Services
- Location
- South Korea
- Type
- Growth capital
KT&G announced that Capital Research and Management Company acquired additional shares, raising its stake in KT&G from 5.61% to 7.21% for investment purposes. The disclosure is based on KT&G’s DART filings, showing Capital Research and Management Company holds 7.49 million shares as of the update.
-
- Buyer
- Cistern Capital Management
- Target
- Financial Assistance, Inc.
- Seller
- Previous owners (not named)
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Cistern Capital Management acquired Financial Assistance, Inc. in a deal announced May 1, 2026. Financial Assistance, Inc. provides recovery solutions and related compliant collections services for credit unions and banks (including litigation and consumer-driven resolution strategies). The transaction reportedly supports technology efficiencies and enhancements focused on regulatory compliance, audit readiness, data security, and infrastructure modernization.
-
- Buyer
- Reverence Capital Partners, Ares Secondaries funds, Lexington Partners, Bain Capital
- Target
- Osaic, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Recapitalization
Reverence Capital Partners closed a more-than-$2 billion recapitalization of Osaic, funding the deal with new capital through a continuation vehicle while maintaining Osaic’s existing governance and board composition. Proceeds provide liquidity to existing investors in Reverence Capital funds and increase Osaic’s balance sheet capital to support organic growth, acquisitions and other strategic initiatives, with Ares Secondaries funds and Lexington Partners leading the continuation vehicle and Bain Capital joining as a new investor.
-
- Buyer
- Presidio Investors
- Target
- Edge Home Finance
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Growth capital
Presidio Investors has completed a strategic investment in Edge Home Finance, a mortgage brokerage platform headquartered in Minnetonka, Minnesota. The investment is intended to accelerate growth by funding technology and operational infrastructure and supporting future acquisitions, while Edge continues operating with its existing leadership and platform.
-
- Buyer
- Castlelake, L.P.
- Target
- Resfin Partners, Eastview, Lendmarq
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Castlelake acquired a majority ownership stake in Resfin Partners, the parent company that owns and operates the U.S. residential lending platforms Eastview and Lendmarq. The transaction is intended to expand Castlelake’s in-house asset-based private credit origination capabilities and provide Eastview and Lendmarq with additional liquidity and growth support.
-
April 21, 2026
- Buyer
- Clairvest Group Inc., Clairvest Equity Partners VII, RRC Gaming Management LLC
- Target
- MGM Northfield Park, Northfield Park Associates, LLC
- Seller
- MGM Resorts International
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Clairvest Group Inc. (together with Clairvest Equity Partners VII and RRC Gaming Management LLC) completed the previously announced acquisition of MGM Northfield Park. Clairvest invested US$165 million for a majority ownership interest, including US$39 million from Clairvest Group Inc.
Full Export
Purchase this data
Get the full acquisitions list for this page as CSV + XLSX.
Build a buyer list for your Financial Services deal
Find buyers actively acquiring financial services companies.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
Financial Services Buyers & Acquisitions in Canada
Financial Services Acquisitions in 2026
Financial Services Acquisitions in New York
Financial Services Acquisitions in Florida
Financial Services Acquisitions in Illinois
Financial Services Acquisitions in Iowa
Financial Services Acquisitions in Missouri
Financial Services Acquisitions in Minnesota