Mergers & Acquisitions

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.

LPL Onboards $180 Million Firm Gibson Financial Group

By Amit Chowdhry ● Mar 30, 2026

LPL Financial announced that advisors Kelly Lawrence and Vin Sbano have joined its employee advisor model, Linsco, to establish Gibson Financial Group of LPL Financial. The team, previously affiliated with B. Riley Wealth Management, reported managing approximately $180 million in advisory, brokerage, and retirement plan assets.

Uber: Acquisition Of Chauffeur Service Blacklane To Expand Premium Travel Offering

By Amit Chowdhry ● Mar 30, 2026

Uber Technologies announced it has agreed to acquire Blacklane, marking a major step in its push into luxury and executive travel.

Prelude Growth Partners: Stake Sale Of Wellness Shot Brand So Good So You To Bansk Group

By Amit Chowdhry ● Mar 30, 2026

Prelude Growth Partners recently announced it has entered into a definitive agreement to sell its stake in So Good So You, a fast-growing functional wellness brand known for its refrigerated wellness shots, to Bansk Group. The transaction remains subject to customary closing conditions and regulatory approval.

Composition Wealth Merges with $900 Million Firm Edgewater Wealth

By Amit Chowdhry ● Mar 30, 2026

Composition Wealth announced it has merged with Edgewater Wealth Management, a Tacoma, Washington-based advisory team overseeing approximately $900 million in client assets, as the national registered investment advisor continues to expand its presence in the Pacific Northwest.

Pelican: Acquisition Of KL Outdoor Strengthens North American Paddlesports Platform

By Amit Chowdhry ● Mar 30, 2026

Pelican Intl Inc. announced it has acquired The KL Companies, Inc., a Muskegon, Michigan-based manufacturer known as KL Outdoor, in a move aimed at accelerating its long-term growth strategy and reinforcing its leadership position in the North American paddlesports market.

Arax Investment Partners Acquires Omni Financial Advisory Group

By Amit Chowdhry ● Mar 30, 2026

Arax Investment Partners announced it has acquired Omni Financial Advisory Group, a boutique financial advisory firm based in Poughkeepsie, New York, as the national wealth management platform continues to expand its footprint across the United States.

Accesso Acquires Dexibit To Launch Cross Platform AI Analytics Platform For Visitor Attractions

By Amit Chowdhry ● Mar 30, 2026

Accesso Technology Group announced the acquisition of Dexibit Limited, a purpose-built AI and analytics platform for the visitor attractions industry, marking a significant expansion of its data and intelligence capabilities across global leisure, entertainment, and cultural venues.

Vensure Employer Solutions: $450 Million Financing To Accelerate M&A And AI Innovation

By Amit Chowdhry ● Mar 30, 2026

Vensure Employer Solutions announced it has secured $450 million in senior secured financing led by Stone Point Capital, positioning the HR technology and workforce solutions provider to accelerate its acquisition strategy and expand its artificial intelligence capabilities.

Leidos: $2.4 Billion Acquisition Of ENTRUST Solutions To Expand Energy Infrastructure Capabilities

By Amit Chowdhry ● Mar 30, 2026

Leidos has completed its approximately $2.4 billion acquisition of ENTRUST Solutions Group from Kohlberg, significantly expanding its footprint in the energy infrastructure market. The deal strengthens Leidos’ position in grid modernization and enhances its ability to support utilities facing increasing power demand and reliability challenges.

Boardwalk Pipeline Partners To Acquire Gas Marketing Business Spire Marketing

By Amit Chowdhry ● Mar 30, 2026

Boardwalk Pipeline Partners, LP has entered into an agreement to acquire Spire Marketing Inc. from Spire Inc., expanding its footprint across the natural gas value chain and strengthening its long-term growth strategy.

Universal Plant Services Acquires Engineering Company Mechanical Solutions

By Amit Chowdhry ● Mar 30, 2026

Universal Plant Services has acquired Mechanical Solutions, an engineering firm specializing in fluid machinery and turbomachinery systems. Terms of the transaction were not disclosed.

Vision Innovation Partners: Frederick Eye Institute Acquisition Expands Mid-Atlantic Eye Care Platform

By Amit Chowdhry ● Mar 30, 2026

Vision Innovation Partners, a Mid-Atlantic eye care platform, has acquired Frederick Eye Institute, a comprehensive ophthalmology practice based in Frederick, Maryland. The deal represents the company’s 28th add-on acquisition since its founding in 2017 and strengthens its presence in a key Maryland market.

Lemnis Acquires AI Developer Mainstay To Expand Higher Education Support

By Amit Chowdhry ● Mar 30, 2026

Lemnis, a public charity focused on expanding educational opportunity, announced that it has acquired Mainstay, a developer of AI-enabled student support technologies used by more than 200 colleges and universities. Following the transaction, Mainstay will transition from a public benefit corporation into a nonprofit division within Lemnis.

Miller Environmental: Acquisition Of Haz-Mat Environmental Services And Canco Expands Industrial And Waste Services Platform

By Amit Chowdhry ● Mar 30, 2026

Miller Environmental Group announced that it has completed the acquisition of Haz-Mat Environmental Services and Canco, strengthening its position as a leading provider of industrial, waste, and environmental services across the United States.

Innovative Systems Acquires Actifai To Expand AI Automation Capabilities

By Amit Chowdhry ● Mar 30, 2026

Innovative Systems has acquired Actifai to accelerate the deployment of AI-driven automation across broadband service providers, with both companies continuing to operate independently while collaborating on integrated solutions.

Hopper OS: Acquisition Of Efferent Expands Intelligent Healthcare Operating System

By Amit Chowdhry ● Mar 30, 2026

Hopper OS announced it has acquired Efferent, a healthcare informatics company specializing in cloud-based PACS, interoperability, and enterprise imaging, as part of its strategy to unify healthcare technology and IT services into a single intelligent operating system. The deal strengthens Hopper OS’ capabilities across imaging, data integration, and real-time clinical collaboration, further advancing its goal of delivering coordinated, outcomes-driven care across the healthcare ecosystem.

Ascent Sports: Acquisition Of Youth Sports Streaming Platform LiveBarn

By Amit Chowdhry ● Mar 30, 2026

Ascent Sports Group has announced the acquisition of LiveBarn, marking its first investment as it looks to build a more connected digital ecosystem across youth and amateur sports.

Cambridge Innovation Institute Acquires Neurotech Reports

By Amit Chowdhry ● Mar 30, 2026

Cambridge Innovation Institute has announced the acquisition of Neurotech Reports, expanding its presence in the rapidly growing neurotechnology sector.

EPL Limited: $2 Billion Packaging Merger With Indovida To Create Emerging Markets Leader

By Amit Chowdhry ● Mar 30, 2026

EPL Limited has agreed to merge with Indovida, a rigid PET packaging platform backed by Indorama Ventures, in a transaction valuing the combined entity at approximately $2 billion, marking a major step in building a scaled, multi-format packaging platform focused on emerging markets.

March Networks Merges With VIVOTEK To Expand Global AI Surveillance Portfolio

By Amit Chowdhry ● Mar 30, 2026

March Networks and VIVOTEK recently announced the merger of VIVOTEK’s branded business with March Networks, combining their capabilities to create a broader, end to end video security portfolio spanning cloud, hybrid, and on premise environments. The deal is expected to close in mid April, following Delta Electronics completing its purchase of the remaining VIVOTEK shares it does not already own.

Olympus Partners: $1.1 Billion Sale Of EyeSouth Retina Business

By Amit Chowdhry ● Mar 30, 2026

Olympus Partners has agreed to sell the retina business of EyeSouth Partners for $1.1 billion, marking a significant transaction in the specialty healthcare services sector.

Beacon Pointe Advisors Adds $695 Million In Client Assets Through MGB Wealth And Pacifica Wealth Deals

By Amit Chowdhry ● Mar 29, 2026

Beacon Pointe Advisors announced the acquisitions of MGB Wealth Management and Pacifica Wealth Advisors, adding a combined $695 million in client assets and further expanding its national footprint.

Royal Challengers Bengaluru: $1.78 Billion Acquisition By Consortium Including Blackstone

By Amit Chowdhry ● Mar 29, 2026

A consortium comprising Aditya Birla Group, The Times of India Group, Bolt Ventures, and Blackstone has agreed to acquire 100% of Royal Challengers Bengaluru from United Spirits Limited in a transaction valuing the franchise at INR 166.6 billion, approximately $1.78 billion.

Raymond James: $160 Million Advisor Edward Vollbrecht Joins Atlantic Union Bank Program

By Amit Chowdhry ● Mar 29, 2026

Raymond James Financial announced that its Financial Institutions Division has added financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants, the investment program within Atlantic Union Bank.

ZeroToOne.AI Acquires GroundTruth To Scale Predictive Intelligence For Enterprise Decision Systems

By Amit Chowdhry ● Mar 28, 2026

ZeroToOne.AI, an enterprise AI platform focused on predictive behavioral intelligence, announced that it has acquired GroundTruth, a company specializing in real-world data and consumer behavior signals. The transaction is aimed at scaling a new category of AI-driven decision systems capable of predicting real-world consumer actions rather than simply analyzing past behavior.

Bow River Capital: Acquisition Of Spur Capital Partners To Expand Evergreen Strategy

By Amit Chowdhry ● Mar 28, 2026

Bow River Capital has agreed to acquire Spur Capital Partners in a transaction expected to close in the second quarter of 2026, marking a strategic expansion into venture capital through an evergreen fund structure.

Cambridge Investment Research: Acquisition Of WealthPlanners To Strengthen Advisor Succession Strategy

By Amit Chowdhry ● Mar 28, 2026

Cambridge Investment Research announced it has acquired WealthPlanners, a Des Plaines, Illinois-based firm managing nearly $800 million in assets, as part of its broader strategy to enhance advisor continuity and succession planning.

Zendesk Completes Forethought Acquisition To Expand Autonomous Agent Capabilities

By Amit Chowdhry ● Mar 28, 2026

Zendesk announced it has completed its acquisition of Forethought, advancing its push into AI-driven customer service with self-improving autonomous agents.

Collectly Acquires Pledge Health To Expand Automation Across Revenue Cycle

By Amit Chowdhry ● Mar 28, 2026

Collectly, an AI-powered patient financial experience platform for healthcare providers, announced that it has acquired Pledge Health, an AI automation company focused on streamlining pre-service financial workflows. The deal is aimed at accelerating Collectly’s ability to automate the full patient financial journey, from pre-service processes through billing and payments.