Operating Company Financial Services

Mesirow

Chicago, Illinois, United States

Mesirow is an independent, employee-owned financial services firm headquartered in Chicago, serving clients through capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services.

Focus Areas
Wealth Management, Global Investment Management, Capital Markets & Investment Banking
Website
mesirow.com

Tracked deals

4

4 tracked deals across 2024-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

4 buyout

Mesirow Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Mesirow. 2 2024 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Mesirow Fiduciary Solutions Acquires flexPATH Strategies Plan-Level 3(38) Business
    August 14, 2026
    Buyer
    Mesirow
    Target
    flexPATH Strategies, LLC (plan-level 3(38) business)
    Seller
    flexPATH Strategies, LLC
    Industry
    Financial Services
    Location
    California, United States
    Type
    Buyout

    Mesirow, an independent, employee-owned financial services firm, entered into an agreement to acquire the plan-level 3(38) business of flexPATH Strategies. The deal expands Mesirow Fiduciary Solutions’ outsourced fiduciary capabilities, particularly in discretionary custom portfolio management and investment lineup services. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.

  • Mesirow to Acquire LeafHouse Financial Advisors to Expand Fiduciary Solutions Platform
    May 4, 2026
    Buyer
    Mesirow
    Target
    LeafHouse Financial Advisors, LeafHouse Financial Group (division: LeafHouse Financial Advisors), LeafHouse Financial Services (technology side; separate but tied via strategic investment)
    Seller
    LeafHouse Financial Group, Founders Advisors (sell-side financial advisor to LeafHouse)
    Industry
    Financial Services
    Location
    Illinois, United States
    Type
    Buyout

    Mesirow has entered into an agreement to acquire LeafHouse Financial Advisors, a division of LeafHouse Financial Group, to expand Mesirow Fiduciary Solutions. The combined platform is expected to oversee approximately $138 billion in assets under management and advisement after closing, targeted for Q3 2026.

  • Mesirow Acquires Bastion Management
    December 31, 2024
    Buyer
    Mesirow
    Target
    Bastion Management
    Industry
    Financial Services
    Location
    Connecticut, United States
    Type
    Buyout

    Mesirow has acquired Bastion Management, an asset-backed specialty finance lender based in Stamford, Connecticut; the transaction closed December 31, 2024. Bastion will operate within Mesirow Global Investment Management and serve as the platform for Mesirow’s Private Credit – Asset-Backed Lending expansion; Bastion was founded in 2013 and has completed 50+ transactions totaling over $2 billion in commitments.

  • Mesirow Acquires Price Wealth Management
    September 3, 2024
    Buyer
    Mesirow
    Target
    Price Wealth Management
    Industry
    Financial Services
    Location
    Florida, United States
    Type
    Buyout

    Mesirow, an independent, employee-owned financial services firm, has acquired Price Wealth Management, a registered investment advisor based in Stuart, Florida. The deal expands Mesirow Wealth Management's footprint in Southeast Florida and gives Price Wealth access to Mesirow's investment research and resources as the firm grows its presence in the region.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 4 tracked deals by Mesirow. Acquisitions in California 1 tracked deal by Mesirow. Acquisitions in Connecticut 1 tracked deal by Mesirow. Acquisitions in Florida 1 tracked deal by Mesirow. Acquisitions in Illinois 1 tracked deal by Mesirow.

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