Mergers & Acquisitions

The Neighborhood Beverage Company Acquires Punch’d Energy To Expand Clean-Label Functional Energy Portfolio

By Amit Chowdhry ● Mar 31, 2026

The Neighborhood Beverage Company (NBC), the parent company of Once Upon a Coconut, has acquired Punch'd Energy, a patented natural caffeine gummy brand founded in 2015. The deal marks NBC’s expansion into the functional energy category, pairing its premium coconut water business with a fast-growing, better-for-you energy product line.

Options Technology: Acquisition Of Crossvale Expands Private Cloud And AI Modernization Capabilities

By Amit Chowdhry ● Mar 31, 2026

Options Technology has completed its acquisition of Crossvale, strengthening its ability to deliver private cloud infrastructure and AI-driven modernization solutions to financial services firms.

DaySmart Software Acquires Slick To Expand Global Beauty And Wellness Footprint

By Amit Chowdhry ● Mar 31, 2026

DaySmart Software has acquired Slick Software, marking a significant step in its international expansion strategy and strengthening its position in the beauty and wellness software market.

IKS Health Acquihires ThinkDTM To Expand Patient Access Capabilities

By Amit Chowdhry ● Mar 31, 2026

IKS Health has announced the strategic acquihire of ThinkDTM, bringing its founder Tij Bedi and a team of AI and product design specialists into the organization.

Osaic: $162 Million Wealth Management Firm C&N Joins Platform

By Amit Chowdhry ● Mar 31, 2026

Osaic, a wealth management platform, announced that C&N Wealth Management has joined the firm, bringing approximately $162 million in client assets. The South Carolina-based advisory firm transitioned from First Citizens Investor Services and will affiliate with Undefined Gridlines, Inc., an office of supervisory jurisdiction within Osaic’s network.

Fidelity BancShares: $142.8 Million Acquisition Of Affinity Bancshares To Expand Into Georgia

By Amit Chowdhry ● Mar 31, 2026

Fidelity BancShares (N.C.) and its subsidiary, Fidelity Bank, announced that they have entered into a definitive merger agreement to acquire Affinity Bancshares and its subsidiary, Affinity Bank, in an all-cash transaction valued at approximately $142.8 million.

Mueller Industries: Acquisition Of Bison Metals Technologies Expands Domestic Copper Tube Manufacturing Capacity

By Amit Chowdhry ● Mar 31, 2026

Mueller Industries announced that it has acquired Bison Metals Technologies LLC, a U.S.-based producer of copper tubes with a manufacturing facility in Shawnee, Oklahoma.

Repay Holdings: $372 Million Acquisition Of KUBRA To Expand Bill Payment Scale

By Amit Chowdhry ● Mar 31, 2026

Repay Holdings Corporation announced a definitive agreement to acquire KUBRA for approximately $372 million in an all-cash transaction, marking a significant step in its strategy to scale its consumer bill payment capabilities.

BGO And Bell Partners: $100 Billion Real Estate Investment Management Platform Formed Through Combination

By Amit Chowdhry ● Mar 31, 2026

BGO and Bell Partners announced an agreement to combine their businesses, creating a major U.S. investment management platform with deep expertise in multifamily real estate. The move follows the acquisition of Bell Partners by Sun Life Financial Inc., the parent company of BGO.