Mergers & Acquisitions

Vesterra Capital Partners Moves To Full Management Ownership With $1.3 Billion In Client Assets

By Amit Chowdhry ● Oct 8, 2026

Vesterra Capital Partners has transitioned to full management ownership after the firm's partners acquired AMG's minority equity interest in the business, completing the separation of the investment operations that were formerly part of Comvest Partners.

Prospera Financial Services Adds John Farren To Expanding Advisor Platform

By Amit Chowdhry ● Oct 8, 2026

Prospera Financial Services announced that wealth manager John Farren has joined its national platform. Farren is Managing Director of Farren Private Wealth and is based in St. Pete Beach, Florida.

Viome Acquires Sōlaria Biō To Expand Into Clinically Validated Synbiotics And Medical Foods

By Amit Chowdhry ● Oct 8, 2026

Viome acquired Sōlaria Biō, a clinically validated synbiotics and medical foods company, expanding its personalized health platform into condition-specific products that can be offered without requiring a Viome diagnostic test.

Integrated Power Services Acquires Belyea Company

By Amit Chowdhry ● Oct 8, 2026

Integrated Power Services acquired Belyea Company, an Easton, Pennsylvania-based provider of medium- and high-voltage electrical equipment, portable substations, and related services.

Osaic Adds $245 Million Advisor Michael Biggs

By Amit Chowdhry ● Oct 8, 2026

Osaic announced that financial advisor Michael “Mike” Biggs has joined the firm from Equitable Advisors with approximately $245 million in client assets. Biggs is based in Clarksville, Tennessee, and is joined by Executive Assistant Sandra Ford.

eFormed Ventures Acquires Outdoor Life To Build AI-Powered Outdoor Marketplace

By Amit Chowdhry ● Oct 8, 2026

eFormed Ventures acquired Outdoor Life from Recurrent Ventures, combining the 130-year-old outdoor media brand with a new AI-powered commerce and marketplace platform.

Carson Group Adds $410 Million Firm Foran Financial

By Amit Chowdhry ● Oct 8, 2026

Carson Group announced that Foran Financial Group has joined its integrated advisor channel and will operate as a Carson Wealth location in Somerville, New Jersey. Foran Financial Group serves approximately $410 million in assets under management and joins Carson from LPL.

Beam Global To Acquire ScoutDI For Approximately $24 Million

By Amit Chowdhry ● Oct 8, 2026

Beam Global entered into a definitive agreement to acquire ScoutDI for about $24 million, creating a vertically integrated drone platform for industrial, commercial, government, and defense markets. Beam Global will pay the purchase price through a combination of cash and Beam Global common stock.

Harness Acquires Select Augment Code Assets To Advance Autonomous Software Development

By Amit Chowdhry ● Oct 8, 2026

Harness announced the acquisition of select Augment Code assets, including Cosmos, Auggie CLI, the Code Context Engine, and related technology, as part of its push to make the software development lifecycle increasingly autonomous. The team behind those products will also join Harness.

Hightower Signature Wealth Brings In $1 Billion Team Synergy Capital Solutions

By Amit Chowdhry ● Oct 8, 2026

Hightower Advisors announced that Synergy Capital Solutions has joined Hightower Signature Wealth, adding approximately $1 billion in assets under management to the platform.

Automation Anywhere To Acquire Boost.ai To Expand Conversational And Voice AI Capabilities

By Amit Chowdhry ● Oct 8, 2026

Automation Anywhere entered into a definitive agreement to acquire Boost.ai from Nordic Capital, expanding its agentic automation platform into customer-facing conversational and voice AI.

LPL Onboards $175 Million Firm Legacy Financial Group

By Amit Chowdhry ● Oct 8, 2026

LPL Financial announced that financial advisor Brad Jerome of Legacy Financial Group has joined its broker-dealer and Registered Investment Advisor platforms. Jerome reported serving approximately $175 million in advisory, brokerage, and retirement plan assets and joins LPL from Osaic.

Arrive Completes Acquisition Of Passport To Build City OS For Autonomous Mobility

By Amit Chowdhry ● Oct 8, 2026

Arrive completed its acquisition of Passport, combining the companies’ mobility and curbside management technologies to create a broader digital platform for cities preparing for autonomous transportation.