Tracked deals
2917
2917 tracked deals across 1998-2026.
Tracked deals
2917
2917 tracked deals across 1998-2026.
Buyer mix
Mixed buyer set
2392 strategic · 1248 pe
Top trend
Volume peaked in 2022
462 tracked deals announced in 2022.
Buyer Snapshot
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| World Insurance Associates LLC | 15 | National full-service insurance brokerage and consolidato... | Strategic (PE-backed) |
| Accenture | 10 | Global professional services company providing strategy, ... | Strategic |
| O2 Investment Partners | 10 | Midwestern-based private equity firm investing in lower m... | PE |
| Risk Strategies | 10 | National specialty insurance brokerage and risk managemen... | Strategic (PE-backed) |
| Dunes Point Capital, LP | 8 | Family office and private investment firm pursuing contro... | Family Office |
| H.I.G. Capital | 8 | Global private equity firm with approximately $25 billion... | PE |
| Hub International Limited | 8 | Global full-service insurance brokerage and financial ser... | Strategic (PE-backed) |
| Marlin Equity Partners | 8 | Global private investment firm providing tailored buyout ... | PE |
| Southfield Capital | 8 | Lower middle market private equity firm investing in outs... | PE |
| TA Associates | 8 | Growth private equity firm investing in profitable, growi... | PE |
Last 10 years
Supporting Data
Intuit signed an agreement to acquire Sequence, an AI-native revenue management platform that automates the quote-to-revenue process, including pricing, billing, collections and revenue recognition. The acquisition is intended to add revenue management capabilities and AI engineering talent to Intuit’s offerings for mid-market businesses; financial terms were not disclosed.
The Badlands Security Company, backed by Tucker's Farm Corporation, acquired Cosmic Fischer, a New York City commercial security integrator. Cosmic Fischer adds electronic access control, surveillance, intercom, and related services to Badlands' existing locksmith and mechanical-security capabilities; it will continue operating under its own name with Stephen Vaknin as CEO.
The Knot Worldwide entered into an agreement to acquire Zola, adding the wedding-planning platform to its portfolio while Zola continues to operate as a separate consumer brand. The companies said the combination will connect their wedding-planning, personalization, vendor-discovery, and e-commerce offerings; financial terms were not disclosed.
AKAM acquired Matthew Adam Properties, a New York City property management firm overseeing 85 buildings. The acquisition expands AKAM’s New York presence and adds resources and capabilities intended to enhance service for clients and residents.
Financial Information Technologies, LLC (Fintech) acquired Ground Signal, a provider of on-premise market intelligence and analytics for the beverage alcohol industry. The deal adds Ground Signal’s proprietary data, analytics, and AI capabilities to Fintech’s platform, with the companies aiming to deliver expanded insights to beverage alcohol suppliers, distributors, and retailers.
Fathom Digital Manufacturing acquired TCS Industries and TCS Electronics, collectively referred to as TCS, expanding its precision manufacturing and electronics integration capabilities for aerospace and defense customers. The Rochester-based businesses add precision machining, fabrication, electronics assembly and two facilities totaling more than 200,000 square feet to Fathom’s platform.
Fathom Digital Manufacturing acquired Precision Grinding & Manufacturing Corporation (PGM), adding precision machining, grinding, lapping, honing, assembly and specialized finishing capabilities. The Rochester-based manufacturer serves aerospace and defense customers from low- and mid-volume production through full-rate production.
Accordion acquired Stride, an AI-powered software engineering firm, adding around 50 Forward Deployed Engineers with experience building production-grade agentic systems for enterprise clients in regulated industries. The acquisition expands Accordion’s engineering capabilities, extends its delivery reach in Latin America, and accelerates its AI product roadmap.
Apella Wealth added Blue Spark Capital Advisors, a financial planning and wealth management firm with offices in New York City and Great Barrington, Massachusetts, in a transaction that added approximately $261 million in assets under management. The completed acquisition expands Apella’s Northeast presence and adds Blue Spark founder Maura Griffin and her team to the firm.
BlueMatrix entered into an agreement to acquire Aiera, combining financial research authoring and governance capabilities with Aiera’s AI distribution technology. The acquisition is backed by BlueMatrix majority shareholder Thoma Bravo and is expected to close in the fourth quarter of 2026, subject to regulatory approvals and other customary conditions.
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.
Merit Financial Advisors acquired Moldenhauer & Associates, a wealth management firm based in Orchard Park, New York, overseeing about $1.1 billion in client assets and nearly 1,900 households. The acquisition expands Merit’s presence in the Buffalo and Western New York market, with Brett Moldenhauer and the firm’s 12 employees joining Merit and remaining in their Orchard Park office.
Certerra acquired Universal Testing & Inspection Services, a New York-based provider of geotechnical drilling, special inspections, construction materials testing, and laboratory services. The acquisition expands Certerra’s technical capabilities and strengthens its presence in the Northeast; Universal owner and president Larry A. Mercardante will lead Certerra’s New York and New Jersey operations as Northeast Division President.
Advantage Investigations, a portfolio company of Align Capital Partners, acquired NorStar Investigations, an investigative services provider based in Fishkill, New York. The add-on expands Advantage’s presence in New York, New Jersey, and Pennsylvania; NorStar’s team will remain in place while gaining access to Advantage’s technology, operational infrastructure, and national resources.
Lippincott, a global brand, experience, and marketing consultancy, agreed to acquire Athletics, a New York brand and innovation studio known for digital experiences, creative technology, and proprietary AI software (Sesame). The transaction is expected to close on November 2, 2026, and Athletics’s ~25 employees will join Lippincott while continuing to operate from its Brooklyn office.
Skydance Corporation (f/k/a Paramount Skydance Corporation) announced the completion of its acquisition of Warner Bros. Discovery, Inc., after obtaining all required regulatory approvals and satisfying customary closing conditions. The transaction closed on Oct. 6, 2026, and WBD shares ceased trading on Nasdaq as Skydance began trading on the NYSE under the ticker symbol "SKYD."
ONDO, Inc. acquired Champion System, expanding its performance apparel portfolio beyond performance essentials into custom cycling, triathlon, running, and team apparel. Champion System will continue operating as a distinct brand under ONDO while ONDO invests in product development, digital capabilities, brand building, and customer acquisition.
Algolia acquired Velou, a New York-based provider of AI-powered product catalog enrichment, retail taxonomy and product graph technology. Velou’s capabilities will be integrated into Algolia’s search, recommendations and personalization platform; the acquisition’s financial terms were not disclosed.
Thermal Technology Distribution Solutions (TTDS), a Gryphon Investors-established platform, acquired Thermal Products, a provider of engineered heat-transfer and process-equipment solutions. The acquisition adds complementary heat-transfer expertise to TTDS’s existing thermal-management capabilities and gives Thermal Products access to TTDS’s broader commercial reach and resources; terms were not disclosed.
AMTD said it is in final-stage negotiations to acquire a second hotel in New York City, located in the Times Square area, and is working toward a definitive purchase agreement. The company targeted closing before the end of 2026 but cautioned there is no certainty the acquisition will be completed.
Madison Square Garden Sports’ board approved the spin-off of its New York Rangers business from its New York Knicks business. Completion is targeted for October 26, 2026, with MSG Sports renamed MSG Knickerbockers Corp. (owning Knicks and Westchester Knicks) and a newly created MSG Rangers Corp. (owning Rangers, Hartford Wolf Pack, and MSG Training Center) slated to begin trading in late October.
Labsphere acquired Photon Gear, a New York–based designer and builder of ultra-high-precision custom optical systems and lens assemblies. The deal expands Labsphere’s ability to deliver integrated optical solutions, combining light sources and measurement platforms with Photon Gear’s lens design, assembly, and interferometric test capabilities.
Trading Technologies International acquired TRAFiX LLC, a provider of equities and equity options order and execution management systems (OEMS) and FIX connectivity solutions. The acquisition extends TT’s cloud-native multi-asset trading platform into global equities and equity options, integrating execution, order management, connectivity, risk, analytics, regulatory reporting, surveillance, compliance, and margin analytics.
Epiq acquired Canopy, a data breach response technology company, to expand its cybersecurity capabilities. The deal brings Canopy’s incident-response and breach-exposure analysis software—including its agentic AI “Auto Review”—into Epiq’s cyber incident response services and Epiq AI platform. Financial terms were not disclosed.
CAPTRUST Financial Advisors expanded its New York presence by adding Compass Advisors and Long Island Wealth Management, two affiliated advisory firms based in Melville, New York. The combined teams bring seven professionals and approximately $1.2 billion in assets, with both firms adopting the CAPTRUST brand. The firms cited CAPTRUST’s fiduciary approach and operational resources—such as cyber-security, tax, and estate planning support—as key reasons for joining.
Cerity Partners announced its intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory practices managing approximately $1.4 billion in assets. The combination brings the teams under the Cerity Partners brand to expand resources and capabilities while maintaining client-first advice.
Searchable acquired New York-based Meridian Tech in a seven-figure transaction to expand its U.S. presence and grow its AI answer engine optimization (AEO) platform. Meridian’s customers and technology are set to migrate to Searchable’s platform, with Meridian’s capabilities integrated rather than maintained as a separate offering.
Procare Solutions, an AI-enabled child care management software provider, announced it has acquired Playground, a modern all-in-one child care management platform. The combined offering expands Procare’s capabilities with integrated marketing and enrollment tools, AI assistance for childcare administrators, and enhanced financial management for billing, subsidies, and payroll.
Arrow Financial Corporation announced that its subsidiary, Upstate Agency, LLC, has entered into a definitive agreement to acquire Skene Valley Agency, Inc., an independent insurance agency in Washington County, New York. The deal is targeted to close by the end of Q3 2026, after which Skene Valley will merge into Upstate Agency to expand its presence in Washington County.
Copart agreed to acquire ACV for $10.50 per share in cash, valuing ACV at approximately $1.9 billion. The deal expands Copart’s vehicle remarketing platform into dealer-to-dealer wholesale auctions and adds ACV’s marketplace, vehicle data, and inspection technology; the tender offer remained subject to closing conditions in the October follow-up announcements.
BPAS, a national retirement plans and employee benefits provider, announced its acquisition of ESOP One, an employee ownership technology platform for Employee Stock Ownership Plans (ESOPs). The deal expands BPAS’s ESOP practice by adding participant education and engagement technology—such as a participant portal and employer repurchase obligation portal—while ESOP One will also remain available as a standalone service.
TSG Consumer Partners made a strategic investment in Los Tacos No. 1, a New York taco restaurant group known for Tijuana-style tacos and fresh, grill-served food. The business has grown from its 2013 Chelsea Market origins to 10 locations in New York, alongside its sister seafood concept Los Mariscos.
CVC Capital Partners has invested in family-owned Unitex Textile Services LLC, a provider of outsourced healthcare textile management services. The deal represents Unitex’s first outside equity, with CVC’s Strategic Opportunities platform investing alongside the Potack family, which retains a significant stake.
Saothair Capital Partners completed the acquisition of CCR American Holdings, Inc. (FIFCO USA) from Distribuidora La Florida, S.A., a subsidiary of Heineken N.V., through a newly formed affiliate. Following the deal, the business will return to the name North American Breweries (NAB) and appoint Peter Bodenham as CEO.
West Physics Consulting, LLC has acquired Radiographic Testing Services, Inc., an Albany, New York provider of medical physics services including diagnostic radiology and nuclear medicine testing, radiation oncology, and CRESO (radiation equipment safety officer) support. The acquisition adds an Albany field office and expands West Physics’s coverage across New York and surrounding regions.
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.
Reworld announced the acquisition of Clean & Green Recycling Corporation, ClearFlo Technologies, and EnviroTec, forming a new Lindenhurst Material Processing Facility (MPF) near its Thermomechanical Treatment Facilities (TTFs) on Long Island. The deal expands Reworld’s waste processing, transportation, and resource recovery capabilities and is intended to create a more integrated regional service offering.
Addison Capital Partners (ACP) portfolio company Communication Power Companies (CPC) partnered with GeoSync Microwave, Inc. (GSM) management to acquire GSM. The transaction provides a long-term capital base to support GSM’s ongoing and rapid growth, and is intended to create complementary capabilities across CPC’s integrated system solutions strategy.
Aon plc has signed a definitive agreement to acquire USI Insurance Services for $17.0 billion in cash (about $16.7 billion net of tax attributes). The deal is expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary closing conditions.
Riko's Pizza agreed to acquire its two Long Island franchise locations in Merrick and Levittown, New York, converting both restaurants into corporate-owned operations. The transaction closed on August 31, 2026, with terms not disclosed, and Riko's plans further investment to expand its Long Island footprint across Nassau and Suffolk counties.
Savant Wealth Management has partnered with Corning, New York-based registered investment adviser Socha Financial Group, a planning-focused firm managing about $542 million in assets under management. The partnership closed on August 31, 2026, with the Socha team joining Savant—most as employees, and key leaders as member-owners.
Victory Capital Holdings has entered into a definitive agreement to acquire 100% of First Eagle Investments for approximately $7.0 billion. First Eagle will operate on Victory Capital’s platform while retaining its brand and investment autonomy, with the deal expected to close by the end of Q1 2027.
IBM has completed its acquisition of HRL Laboratories, LLC (HRL), a research and development institution focused on quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science. The deal is intended to strengthen IBM’s quantum hardware roadmap by combining HRL’s silicon-spin qubit and quantum sensing capabilities with IBM’s superconducting quantum leadership.
Backcast Partners provided a strategic senior secured debt investment to support the recapitalization of Crossroads Live, Inc. Crossroads is an existing portfolio company of Raven Capital Management and Cloverlay, which have built the company through incremental acquisitions in theatrical IP touring.
Ekoscan Integrity Group (EIG) signed a definitive agreement to acquire Carestream Health, Inc.’s U.S.-based NDT Digital business, including the INDUSTREX computed radiography (CR) and digital radiography (DR) portfolio. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
Grown Rogue International is taking the first steps toward a planned acquisition of PharmaCann Inc.’s New York license and assets (PCNY) by forming Grown Rogue New York, LLC (GRNY) with a capital partner. The initial step includes exclusivity and interim consulting, lease, and funding arrangements so GRNY can manage the operations during the transition while definitive purchase documentation and regulatory approvals are finalized.
King Risk Partners announced the acquisition of Norton and Siegel to expand its New York presence through partnerships with established independent insurance agencies. Norton and Siegel, founded in 1892 in Babylon Village on Long Island, serves individuals, families, and businesses with personal and commercial insurance offerings, including flood, waterfront property, and specialized liability coverage.
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.
LJM, a technology-enabled parcel shipping advisory and management company, announced a strategic partnership with Clearview Capital to support LJM’s continued growth. The transaction closed on May 6, 2026, bringing additional resources to expand technology, analytics, and its executive shipping advisory capabilities.
Alliant Insurance Services has entered into an agreement to acquire Nava Benefits. The deal combines Alliant’s employee benefits advisory and analytics capabilities with Nava’s AI-native HQ platform to create a more connected, technology-enabled employee benefits brokerage model.
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