Mergers & Acquisitions

Anthony Pompliano Signs $1 Billion Merger Deal For Creating ProCap Financial

By Amit Chowdhry ● Today at 3:50 PM

American investor, podcaster, and entrepreneur Anthony Pompliano announced that ProCap BTC, a bitcoin-native financial services firm, has entered into a definitive agreement for a business combination with Columbus Circle Capital Corp. I, a SPAC sponsored by a controlled subsidiary of Cohen & Company.

Osaic Onboarding $13.5 Billion Firm CW Advisors

By Amit Chowdhry ● Today at 2:11 PM

Osaic, which is one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, announced the acquisition of CW Advisors, a Boston-based registered investment advisor (RIA) managing $13.5 billion in fee-only client assets. CW Advisors serves high-net-worth and ultra-high-net-worth clients through its core wealth management and family office platform, with 140 professionals across 17 offices.

Shift4 To Buy Payment Processing And POS Company Smartpay

By Amit Chowdhry ● Yesterday at 10:28 PM

Shift4 (a leader in integrated payments and commerce technology) announced it has signed a definitive agreement to buy Smartpay, a leading independent provider of payment processing and point-of-sale solutions in Australia and New Zealand, for NZ $296.4 million (about $180 million) or NZ$1.20 per share. This represents a 46.5% premium to the 90-day Volume Weighted Average Price (VWAP).

Blend: $300 Million M&A Initiative Revealed

By Amit Chowdhry ● Yesterday at 10:18 PM

To solidify its position as a global AI and analytics powerhouse, Blend360 announced an aggressive M&A strategy as a pillar of its long-term growth agenda. And the company plans to invest over $300 million in strategic acquisitions over the next five years, targeting firms that will enhance its capabilities, expand its global footprint, and accelerate innovation across key industries.

Couchbase: $1.5 Billion Acquisition By Haveli Investments

By Amit Chowdhry ● Jun 20, 2025

Couchbase, a developer data platform for critical applications in our AI world, announced that it has entered into a definitive agreement to be acquired by Haveli Investments in an all-cash transaction valued at approximately $1.5 billion.

Dynasty Financial Onboards $2.6 Billion Atlanta-Based Anchyra Partners Team

By Amit Chowdhry ● Jun 20, 2025

Dynasty Financial Partners announced it has onboarded Anchyra Partners, a new independent registered investment advisory firm based in Atlanta. This team previously managed $2.6 billion in client assets. Anchyra will focus on ultra-high-net-worth clients and multi-family offices, expanding through both organic growth and acquisitions.

Nippon Steel Closes $14.1 Billion Takeover Of US Steel

By Amit Chowdhry ● Jun 19, 2025

Nippon Steel together with its wholly owned subsidiary Nippon Steel North America announced it has closed its $14.1 billion takeover of United States Steel. Nippon Steel and U. S. Steel together will be a leading global steelmaker, with sophisticated technologies and manufacturing capabilities.

Bluespring Wealth Partners Onboards $1.4 Billion Firm SilverStar

By Amit Chowdhry ● Jun 17, 2025

Bluespring Wealth Partners - a leading acquirer of independent RIAs and hybrid wealth management firms - announced the acquisition of the existing Kestra Financial firm SilverStar Wealth Management, along with its subsequent merger into the existing Bluespring firm LifeBridge Financial Group. As combined teams, investment advisor professionals from SilverStar and LifeBridge will now oversee $1.4 billion in assets under management (AUM).

Brown & Brown Buying Accession Risk In A Deal Valued At Nearly $10 Billion

By Amit Chowdhry ● Jun 16, 2025

Scott Penny, the Chief Acquisitions Officer of Brown & Brown, and John Mina, CEO of Accession Risk Management Group, announced that Brown & Brown has agreed to acquire RSC Topco (RSC), the holding company for Accession.

Pearson To Buy eDynamic Learning

By Amit Chowdhry ● Jun 16, 2025

Pearson announced that it has agreed to acquire eDynamic Holdings, which is a leading Career and Technical Education (CTE) curriculum solutions provider. And eDynamic Learning's comprehensive catalogue of digital courses enables students to follow structured learning pathway programs that prepare them for their future careers.

Mercer To Buy UK Business Of Fundhouse

By Amit Chowdhry ● Jun 15, 2025

Mercer, a business of Marsh McLennan and a leader in helping clients realize their investment objectives, announced that it reached an agreement to acquire the UK business of Fundhouse, a London-based provider of investment advisory and model portfolio services to financial advisers and institutional wealth investors. Fundhouse’s business in South Africa was not included in the transaction.

Argosy Buys Controlling Interest Of Heavy Equipment Colleges of America

By Amit Chowdhry ● Jun 14, 2025

Argosy Private Equity, a lower-middle-market private equity firm, has announced the acquisition of a controlling interest in Heavy Equipment Colleges of America (HEC).

Plante Moran Brings In Boston-Based Firm Tonneson + Co

By Amit Chowdhry ● Jun 14, 2025

Plante Moran, which is one of the nation’s largest audit, tax, consulting, and wealth management firms, announced that Boston-based accounting and advisory firm Tonneson + Co will join the firm, effective July 1, 2025. This strategic combination marks a major milestone in Plante Moran’s continued expansion along the East Coast and affirms both firms’ commitment to their clients and staff.

Commonwealth Onboards $1.5 Billion Angelo Planning Group

By Amit Chowdhry ● Jun 14, 2025

Commonwealth Financial Network, a national Registered Investment Advisor (RIA) dedicated to providing financial advisors with integrated business solutions, has announced the welcome of the Rochester, New York-based Angelo Planning Group (APG) to its network of independent advisors.