Mergers & Acquisitions

Varonis Buying SlashNext For Enhancing Defense Against AI-Based Email Threats

By Amit Chowdhry ● Sep 5, 2025

Varonis Systems has announced its acquisition of SlashNext, a move that signals a more profound commitment to protecting users from the growing wave of AI-driven email threats. Known for its leadership in data security, Varonis is now expanding its capabilities into one of the most vulnerable and frequently targeted areas of enterprise communication: email and messaging platforms.

OPTEL Buying Vanguard Robotics To Transform Automation in Pharma Manufacturing

By Amit Chowdhry ● Sep 4, 2025

OPTEL Group has recently announced its acquisition of Vanguard Robotics, a company known for its expertise in end-of-line collaborative robot automation. This strategic decision not only strengthens OPTEL’s position as a global leader in pharmaceutical traceability and supply chain solutions but also marks a significant expansion of its capabilities in industrial automation.

GovCIO Buys SoldierPoint From Iron Bow In Strategic Expansion

By Amit Chowdhry ● Sep 4, 2025

Iron Bow Technologies has completed the sale of its Telehealth division, SoldierPoint Digital Health, to GovCIO. The deal marks a strategic milestone for both companies and underscores the growing importance of scalable, secure, and mission-driven healthcare solutions for veterans.

Advent To Buy Australia-Based Automic Group In Reported $725 Million Deal

By Amit Chowdhry ● Sep 4, 2025

Advent International has announced a definitive agreement to acquire Automic Group. This fast-growing technology company has become a cornerstone of financial market infrastructure in Australia and New Zealand. The acquisition marks Advent’s first local deal since opening its Sydney office, and it reflects the firm’s continued commitment to expanding its presence across the Asia-Pacific region. Even though the financial terms of the transaction were not publicly disclosed, multiple sources have valued the deal at approximately $725 million.

KKR: $528 Million Deal For Luxury Cosmetics Packaging Company Samhwa

By Amit Chowdhry ● Sep 4, 2025

Samhwa, a South Korean company that has quietly become one of the most influential players in the global cosmetics packaging industry, has entered a new chapter in its journey. The company announced that global investment firm KKR has fully acquired it in a deal valued at KRW733 billion, or approximately $528 million. The deal marks a significant milestone not only for Samhwa, but also for the broader Korean beauty ecosystem, which continues to gain international prominence.

Steward Partners: $230 Million FA Casper Terpinski Joins Dallas Team

By Amit Chowdhry ● Sep 3, 2025

Steward Partners, an employee-owned independent financial services firm known for its comprehensive approach to wealth management, has announced the addition of Casper Terpinski to its Dallas-based Park Cities Group team. Casper brings with him a wealth of experience and a client-centered approach that aligns well with the firm’s values. He has added approximately $230 million in client assets, a testament to his successful career and the trust he has built with his clients.

LPL Financial: $715 Million Firm Concentric Wealth Onboarded

By Amit Chowdhry ● Sep 3, 2025

LPL Financial has recently announced a notable development for Concentric Wealth Management. The advisors from Concentric, a firm based in Cincinnati, Ohio, have decided to join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. This move signifies a significant step forward for the team, which has been serving its clients for many years through a strong and trusted partnership.

CW Advisors Adds $575 Million In AUM Through Acquisition Of Two Firms

By Amit Chowdhry ● Sep 3, 2025

CW Advisors has successfully welcomed two new companies, Capital Management Services (CMS) and CHB Investment Group, into its expanding network. Both Pennsylvania-based firms specialize in delivering personalized financial planning and investment management services tailored for high-net-worth individuals, guiding them through complex financial situations.

Wealthsimple Buying Research Investment Company Fey

By Amit Chowdhry ● Sep 3, 2025

Wealthsimple, a financial services platform dedicated to helping Canadians achieve their financial goals, has announced that it has acquired Fey, an innovative investing platform recognized for its advanced tools specifically designed for traders. Founded in 2021 in Montreal, Fey quickly gained recognition for its thoughtful approach to design and its integration of powerful artificial intelligence tools that make financial analysis more accessible and straightforward for users.

Aryza Buys Debt Sale And Recovery Solutions Company Bravure

By Amit Chowdhry ● Sep 3, 2025

Aryza, a provider of credit and debt lifecycle SaaS solutions worldwide, has recently completed the acquisition of Bravure, a leading player in the field of technology-enabled debt sale and recovery solutions. Headquartered in Sydney, Australia, Bravure has established a strong reputation for delivering innovative solutions that help creditors manage and recover debts more efficiently. This strategic move highlights Aryza’s ongoing commitment to strengthening its presence in the Australian market and enhancing its capabilities in managing complex post-arrears environments.

Raymond James Adds $450 Million Team In Michigan

By Amit Chowdhry ● Sep 3, 2025

Raymond James has recently made a significant addition to its team in Michigan, welcoming a group of dedicated financial advisors to Raymond James Financial Services (RJFS), the firm’s independent advisor channel. According to David Sisemore, the Midwest division director for RJFS, these professionals bring a wealth of experience and a strong commitment to serving their clients.

Corient Becoming $430 Billion RIA Following Acquisitions Of Stonehage Fleming And Stanhope

By Amit Chowdhry ● Sep 3, 2025

Corient, one of the largest and fastest-growing national wealth advisory firms in the United States, revealed its plans to acquire two of Europe’s most respected independent financial institutions: Stonehage Fleming and Stanhope Capital Group. Together, these firms bring more than $214 billion in client assets under Corient’s umbrella, dramatically expanding the firm’s reach and influence across Europe, the Middle East, and Africa.

SS&C Buying Curo Fund Services To Enhance Footprint In South Africa’s Financial Sector

By Amit Chowdhry ● Sep 3, 2025

SS&C Technologies Holdings has announced its acquisition of Curo Fund Services, a prominent South African provider of fund administration solutions. The deal, which is still subject to approval by the South African Competition Commission, marks a significant milestone for both companies.

Teledyne Technologies To Buy Saab’s TransponderTech

By Amit Chowdhry ● Sep 3, 2025

Teledyne Technologies has announced a definitive agreement to acquire the TransponderTech business from Saab AB. The acquisition, expected to close in the fourth quarter of 2025 pending customary regulatory approvals, will bring a suite of cutting-edge maritime technologies into Teledyne’s growing portfolio.

Coincheck To Buy Digital Asset Prime Brokerage Aplo

By Amit Chowdhry ● Sep 3, 2025

Coincheck Group (the holding company of Coincheck) announced it has entered into a stock purchase agreement to acquire Aplo SAS. This digital asset prime brokerage caters to institutional crypto investors.

Air Lease: $7.4 Billion Acquisition By Consortium

By Amit Chowdhry ● Sep 3, 2025

Several major financial institutions and leasing companies, including Corporation, SMBC Aviation Capital, Apollo-managed funds, and Brookfield, announced that they have come to a definitive agreement to acquire Air Lease Corporation. Air Lease, which is a leading aircraft lessor founded by Steven F. Udvar-Házy and John L. Plueger, primarily manages a portfolio of new technology aircraft, positioning it as a key player in the industry.

OpenAI Acquires Statsig For A Reported $1.1 Billion

By Amit Chowdhry ● Sep 3, 2025

OpenAI announced the acquisition of Statsig. While the exact details of the acquisition amount remain undisclosed, sources from have reported that the deal was valued at around $1.1 billion.