Mergers & Acquisitions

Raymond James Brings In $201 Million Plymouth, Michigan Team From UBS

By Amit Chowdhry ● Jan 28, 2026

Raymond James has recruited financial advisor Ronald Shmyr to Raymond James & Associates, the firm’s employee advisor channel, adding a Plymouth, Michigan-based practice overseeing about $201 million in client assets, according to Upper Midwest regional director Dominic Prioli.

LPL Brings In $2 Billion Advisors To Form Moto Wealth Partners

By Amit Chowdhry ● Jan 28, 2026

LPL Financial announced wealth advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL Financial to launch Moto Wealth Partners, bringing with them approximately $2 billion in advisory, brokerage and retirement plan assets from their prior firm. The team is joining LPL from Fifth Third Private Bank and will be based in Cincinnati and Dayton, Ohio, serving high net worth and ultra high net worth families nationwide with a strong footprint in those markets.

Mission Wealth Announces Merger With PBL Wealth Management

By Amit Chowdhry ● Jan 28, 2026

Mission Wealth has announced a strategic merger with PBL Wealth Management, LLC, an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP, CPWA. The partnership expands Mission Wealth’s presence in Texas and supports its continued national growth, with Broughton joining Mission Wealth as a Partner and Senior Wealth Advisor.

Consello Acquires Morpheus Risk, Launching Global Risk And Investigations Practice

By Amit Chowdhry ● Jan 28, 2026

Consello, a global advisory and investing platform, has acquired Morpheus Risk, a UK-based risk and threat assessment firm that provides insight and operational support to multinational companies. The deal expands Consello’s ability to help executives address operational, reputational, and security challenges as geopolitical volatility and corporate risk exposures rise.

Brennan Investment Group Acquires 56,000-Square-Foot Industrial Facility Near CVG Airport In Sale-Leaseback

By Amit Chowdhry ● Jan 28, 2026

Brennan Investment Group announced it has acquired a 56,000-square-foot light industrial facility on roughly five acres at 1010 Petersburg Road in Hebron, Kentucky, expanding its Midwest footprint in Cincinnati’s Airport submarket.

Aegis Software Completes Acquisition Of Simio To Build Manufacturing Operations Platform

By Amit Chowdhry ● Jan 28, 2026

Aegis Software announced it has completed its acquisition of Simio, combining Aegis’ manufacturing execution and operations software with Simio’s digital twin simulation and advanced planning and scheduling capabilities. The companies said the combined offering is intended to help manufacturers understand what happened on the factory floor, what is happening now, and what is likely to happen next by pairing manufacturing operations management with glass box, AI-powered simulation and scenario modeling.

10 Federal Acquires Seven-Facility Arkansas Portfolio, Expanding Automated Self-Storage Platform

By Amit Chowdhry ● Jan 28, 2026

10 Federal, a technology-first self-storage owner and operator, announced it has acquired a seven-facility portfolio in Arkansas, extending its automated operating platform into a third new state in January 2026 after recent entries into Wisconsin and Iowa.

NorthRock Partners Onboards $500 Million Firm Martin & Associates And Tops $11 Billion In AUM

By Amit Chowdhry ● Jan 28, 2026

NorthRock Partners announced that an Illinois-based advisory firm, Martin & Associates, has joined the company, extending NorthRock’s presence in the state and pushing the firm past $11 billion in total assets under management. NorthRock said the team, which previously was affiliated with Ameriprise Financial, is expected to add about $500 million in AUM and represents NorthRock’s first transaction of the year.

Forta Wealth Partners Launches In Indianapolis After Elevation Point Minority Investment

By Amit Chowdhry ● Jan 28, 2026

Forta Wealth Partners, a newly launched independent wealth management firm based in Indianapolis, has entered the market with a strategic minority investment from Elevation Point.

Watches Of Switzerland Buys Majority Stake In Texas Luxury Retailer Deutsch & Deutsch

By Amit Chowdhry ● Jan 28, 2026

The Watches of Switzerland Group announced it has completed the acquisition of Deutsch & Deutsch, a family-owned luxury watch and jewelry retailer that has operated in Texas since the 1920s.

Milestone Group Buys 266 Unit Legends At Laurel Canyon Apartments In Georgia

By Amit Chowdhry ● Jan 27, 2026

The Milestone Group has acquired Legends at Laurel Canyon, a 266-unit, garden-style apartment community in Canton, Georgia, in metro Atlanta’s northern suburbs. The purchase price was not disclosed.

ANTA To Buy 29.06% Of PUMA for €1.5 Billion

By Amit Chowdhry ● Jan 27, 2026

ANTA Sports Products Limited announced it has signed a share purchase agreement with Groupe Artémis, the Pinault family’s investment company, to acquire a 29.06% stake in PUMA SE for €1.5 billion in cash, a move the Hong Kong-listed sportswear group framed as a major step in its multi-brand globalization strategy.

Alamo Group Completes Petersen Industries Acquisition, Expanding Grapple Loader Portfolio

By Amit Chowdhry ● Jan 27, 2026

Alamo Group announced it has completed its acquisition of Petersen Industries, finalizing a deal the company previously announced when it signed a purchase agreement on December 10, 2025. Alamo Group is a global manufacturer of industrial and vegetation management equipment, and Petersen Industries produces specialized truck-mounted grapple loader equipment used by municipal and industrial customers.

Zinzino Merges It Works! Into Group In $30 Million All-Share Deal And Targets $60+ Million Added 2026 Revenue

By Amit Chowdhry ● Jan 27, 2026

Zinzino announced it has entered into an agreement and simultaneously closed a merger to combine with U.S.-based direct sales company It Works! in an all-share transaction, expanding Zinzino’s distribution footprint across North America and Europe. As part of the deal, Zinzino acquired the operational assets of It Works!’ U.S. business, including inventory, distributor agreements, customer agreements, and intellectual property rights.

Franco-Nevada Agrees To $100 Million Gold Stream To Back Orezone’s Planned Purchase Of Hecla’s Casa Berardi Mine

By Amit Chowdhry ● Jan 27, 2026

Franco-Nevada announced it has entered into a $100 million gold stream financing transaction with Orezone Gold Corporation to support Orezone’s planned acquisition of Hecla Mining Company’s producing Casa Berardi Gold Mine and Hecla’s other Quebec assets, including the Heva-Hosco Gold Project. The companies said the stream is expected to add immediate gold revenue exposure tied to an established Canadian operation, while giving Orezone additional capital to pursue a “transformational” expansion and exploration program around Casa Berardi and the broader land package.

Net At Work Acquires BHE Consulting To Expand Sage And Acumatica ERP Capabilities

By Amit Chowdhry ● Jan 27, 2026

Net at Work, a North American technology advisory and services provider focused on small and mid-sized businesses, has acquired BHE Consulting, a Boston-based ERP solutions firm with a 28-year operating history. Financial terms were not disclosed.

Core & Main Closes Acquisition Of Pioneer Supply

By Amit Chowdhry ● Jan 27, 2026

Core & Main announced it has closed its previously announced acquisition of Pioneer Supply, adding a distributor focused on water, wastewater, and storm drainage products with operations in Moore, Oklahoma, and Weatherford, Texas. The closing moves the transaction from announcement to integration and positions Core & Main to deepen its reach in two infrastructure-heavy states where municipal replacement cycles, population growth, and new development can create steady demand for essential water and drainage materials.

JLL Partners Acquires PowerParts Group To Build Power Turbine Aftermarket Components Platform

By Amit Chowdhry ● Jan 27, 2026

JLL Partners has acquired PowerParts Group, a provider of mission-critical replacement parts and field services for gas- and steam-turbine power plants. Terms were not disclosed.

KPS To Acquire Majority Stake In Novacel From Compagnie Chargeurs

By Amit Chowdhry ● Jan 27, 2026

KPS Capital Partners announced it has signed a definitive agreement to acquire a majority stake in Chargeurs Films de Protection SAS, which operates under the Novacel name, in a transaction that will position Novacel as an independent surface-protection solutions manufacturer. Compagnie Chargeurs Invest SA, the selling shareholder, will reinvest alongside KPS and keep a 25% ownership interest in the business. Financial terms were not disclosed.