Mergers & Acquisitions

Simplicity Group Buying Aptus Wealth And Adds Josh Pick New Partner

By Amit Chowdhry ● Aug 24, 2025

Simplicity Group Holdings, a leader in financial product distribution and advisory services, has announced the strategic acquisition of Aptus Wealth, a rapidly growing Registered Investment Advisor that originated within Aptus Marketing—now known as Simplicity Columbus.

International Paper Selling Fibers Business For $1.5 Billion To AIP

By Amit Chowdhry ● Aug 24, 2025

International Paper, a major company in sustainable packaging, is implementing significant changes to reduce costs and enhance service. They have agreed to sell their Global Cellulose Fibers (GCF) business to American Industrial Partners (AIP) for $1.5 billion.

Farsight Buys Presentable AI To Improve Workflow Automation

By Amit Chowdhry ● Aug 24, 2025

Farsight has acquired Presentable AI to enhance workflow automation in the financial services industry. This move enables Farsight to enhance PowerPoint slide editing using natural language, strengthening its position as a leader in automation.

Inflexion Selling European LifeCare Group

By Amit Chowdhry ● Aug 24, 2025

Inflexion, a major private equity firm in Europe, has agreed to sell its investment in European LifeCare Group (ELCG), the largest vaccination provider in Europe, to another European private equity group.

Thoma Bravo Taking Dayforce Private In $12.3 Billion Deal

By Amit Chowdhry ● Aug 23, 2025

Dayforce, a leader in human capital management (HCM) technology, has agreed to become a privately held company in an all-cash deal valued at $12.3 billion with Thoma Bravo, a renowned software investment firm.

Sonny’s Enterprises Buying WashMetrix To Advance Quivio Vision

By Amit Chowdhry ● Aug 23, 2025

Sonny’s Enterprises is the largest maker of conveyorized car wash equipment, parts, and services. It has acquired WashMetrix, a top platform for business insights and performance management. This deal will help make Sonny’s Quivio system grow faster and strengthen its role as a reliable partner in managing car wash businesses.

Vertiv: Great Lakes Data Racks & Cabinets Acquisition Completed

By Amit Chowdhry ● Aug 23, 2025

Vertiv Holdings, a company that provides critical digital infrastructure, has successfully completed its acquisition of Great Lakes Data Racks & Cabinets. Great Lakes is a top manufacturer of data rack enclosures and infrastructure solutions. This acquisition, valued at about $200 million, strengthens Vertiv's offerings for racks, cabinets, and integration solutions.

Accenture Buying Superdigital To Enhance Influencer Marketing

By Amit Chowdhry ● Aug 23, 2025

Accenture has acquired Superdigital, a social and influencer agency based in the U.S. Superdigital will join Accenture Song to improve social marketing services for clients. This includes audience strategy, community engagement, content creation, commerce, and measurement.

Simplicity Buying Northeast Brokerage To Enhance Market Position

By Amit Chowdhry ● Aug 23, 2025

Simplicity Group Holdings, a leading player in the financial products distribution sector, has announced its acquisition of Northeast Brokerage, a brokerage general agency (BGA) located in New England. Northeast Brokerage is known for its specialized focus on point-of-sale solutions tailored for financial institutions, property and casualty (P&C) agencies, and various professional firms.

Incode Buying AuthenticID To Enhance Identity Fraud Platform

By Amit Chowdhry ● Aug 23, 2025

Incode Technologies, a leader in AI identity and trust technologies, has acquired AuthenticID. This acquisition aims to enhance Incode’s mission of ensuring digital trust as GenAI fraud increases and AI agents become more prevalent.

Mission Wealth Merging With Hamilton Walker Advisers

By Amit Chowdhry ● Aug 23, 2025

Hamilton Walker Advisers, a financial planning firm in San Francisco, has merged with Mission Wealth Management, LP. This merger, announced on the firm's website, is Mission Wealth’s third expansion in 2025 and strengthens its presence in the Bay Area. The two firms will collaborate to offer personalized financial advice, with a focus on long-term impact and education.

E Source Buying Opinion Dynamics For Enhancing Utility Program Evaluation And Advisory Services

By Amit Chowdhry ● Aug 23, 2025

E Source is a company that provides solutions for customers and the utility sector, which acquired Opinion Dynamics, a leading firm that evaluates programs and offers advice focused on customer needs and grid management.

Datacor Buying Manufacturing Intelligence Software Leader Informetric Systems

By Amit Chowdhry ● Aug 23, 2025

Datacor, a prominent leader in the development of software tailored for process manufacturing, chemical distribution, and engineering, has made a significant move by acquiring Informetric Systems.

truckstop.com Buying Denim For Transportation-Focused Financial Technology

By Amit Chowdhry ● Aug 23, 2025

truckstop.com has acquired Denim, a transportation-focused financial technology company specializing in factoring services that automate invoicing and streamline back-office processes.

Saab Buying Deform To Strengthen Supply Chain For Submarine Production

By Amit Chowdhry ● Aug 23, 2025

Saab and Deform AB, based in Degerfors, Sweden, are expanding their partnership following Saab’s acquisition of Deform. This strategic move aims to enhance the security of supply for the Swedish defense industry and reinforces the ongoing collaboration between the two companies.

Blue Yonder Buys Optoro, Supercharging Returns Management

By Amit Chowdhry ● Aug 23, 2025

Blue Yonder, a leader in digital supply chain transformation, has announced the acquisition of Optoro, a technology provider specializing in returns management. This acquisition will enhance Blue Yonder's Returns Management capabilities and provide a more comprehensive solution.

Kraken Buying No-Code Trading Automation Company Capitalise.ai

By Amit Chowdhry ● Aug 23, 2025

Kraken, a leading cryptocurrency-focused technology platform, has announced its acquisition of the assets and technology of Capitalise.ai, a trailblazer in no-code, natural-language trading automation based in Israel.

Fifth Third Acquires DTS Connex To Enhance Cash Management Solutions

By Amit Chowdhry ● Aug 23, 2025

Fifth Third has acquired DTS Connex, a leading provider of cash management software for multi-location businesses, including retail, restaurants, and healthcare. This acquisition will strengthen Fifth Third’s Commercial Payments division by improving its cash logistics, infrastructure, and risk management capabilities. DTS Connex’s technology aims to help clients boost efficiency, transparency, and oversight in managing cash logistics.

Guess? Going Private In $1.4 Billion Deal

By Amit Chowdhry ● Aug 23, 2025

Guess? has entered into a definitive agreement with certain existing shareholders, known as the “Rolling Stockholders.” This group includes Maurice Marciano, Paul Marciano, Nicolai Marciano, and Carlos Alberini, along with their associated trusts and affiliates. The agreement establishes a partnership with Authentic Brands Group LLC, wherein Authentic will acquire 51% of nearly all of Guess?’s IP.

BTX Precision Expands Capabilities With Acquisition Of High Tech Solutions

By Amit Chowdhry ● Aug 23, 2025

L Squared Capital Partners announced that its portfolio company, BTX Precision, has acquired High Tech Solutions LLC (HTS), a Kansas City-based manufacturer specializing in aerospace components. This marks a significant milestone for BTX, being its 10th acquisition since the company's inception, and reinforcing its status as the leading provider of advanced build-to-print components in the nation.

CSI To Buy Digital Banking Solutions Company Apiture

By Amit Chowdhry ● Aug 22, 2025

CSI, a top provider of financial software and technology, has agreed to buy Apiture, which offers digital banking solutions for U.S. financial institutions. CSI and Apiture will provide a range of scalable technologies for financial institutions, regardless of the core system they use. These technologies will enable institutions to personalize their customers’ digital experiences and provide proactive financial assistance, thereby strengthening their customer relationships.

Honeywell Buying Smart Energy Portfolio From SparkMeter

By Amit Chowdhry ● Aug 22, 2025

Honeywell is expanding its Smart Energy portfolio by acquiring three utility platforms from SparkMeter, a provider of grid management solutions for utilities. This acquisition includes important technology and assets from SparkMeter.

WIT Acquiring Tally Platform To Support Real-Time Engagement Capabilities

By Amit Chowdhry ● Aug 22, 2025

WIT, a recognized leader in digital gamification, has announced its acquisition of the Tally Platform, known for its pioneering real-time audience engagement solutions. This acquisition marks a significant step in strengthening WIT's position in the global market while also expanding its technological capabilities. By bringing Tally's innovative technology into its fold, WIT is set to enhance its ability to deliver impactful engagement solutions to a network of over 200 partners worldwide.

Grundfos Expands Water Solutions Portfolio With Newterra Acquisition

By Amit Chowdhry ● Aug 22, 2025

Danish company Grundfos, a leader in advanced water solutions, has acquired Newterra, a Pittsburgh-based company specializing in water and wastewater treatment solutions. This strategic move underscores Grundfos' commitment to enhancing its capabilities in water treatment while aiming to bolster its market presence in the US and Canada.

Sequoia Financial Group Acquiring $430 Million Team The Martin Worley Group

By Amit Chowdhry ● Aug 22, 2025

Sequoia Financial Group, a registered wealth manager with $27.6 billion in assets as of June 30, 2025, has agreed to acquire The Martin Worley Group (MWG), a wealth management firm in Cottonwood Heights, Utah, near Salt Lake City.

LifeNet Health Buying HCM Medical For Advancing Regenerative Treatments

By Amit Chowdhry ● Aug 22, 2025

LifeNet Health has acquired HCM Medical, a Dutch company recognized for its contributions to regenerative medicine. This move aims to improve access to advanced health technologies.

Cresset Nearing $200 Billion In Assets Via Strategic Combination With Monticello

By Amit Chowdhry ● Aug 22, 2025

Cresset, a multi-family office that is both client- and employee-owned, has announced an exciting partnership with Monticello Associates, an independent investment consulting firm known for its specialized advisory services. Founded by entrepreneurs for fellow entrepreneurs, Cresset aims to expand its institutional advisory capabilities through this collaboration, reinforcing its vision of building a firm that will endure for over 100 years, founded on principles of independence, innovation, and a client-first approach.

Pentair Buying Hydra-Stop For About $290 Million

By Amit Chowdhry ● Aug 22, 2025

Pentair, known for its leadership in sustainable water management, has entered into a definitive agreement to acquire Hydra-Stop, a highly regarded producer of specialty valve solutions. The deal is valued at approximately $290 million in cash, with customary adjustments to follow. After factoring in anticipated tax benefits of around $50 million, the net value of the transaction is expected to be approximately $240 million.

Serve Robotics Buying Urban Robot Navigation Company Vayu Robotics

By Amit Chowdhry ● Aug 22, 2025

Serve Robotics, a leader in autonomous sidewalk delivery, has acquired Vayu Robotics, a pioneer in urban robot navigation using large-scale AI models. This strategic acquisition is a significant step in Serve's mission to shape the future of autonomous delivery, positioning the company at the forefront of the evolving robotics industry.

Ondas To Buy Apeiro Motion To Enhance Defense and Automation Capabilities

By Amit Chowdhry ● Aug 22, 2025

Ondas Holdings, a provider of private industrial wireless networks, commercial drone technology, and automated data solutions, has announced a definitive agreement to acquire Apeiro Motion. This Israeli company is renowned for its expertise in advanced ground robotics, fiber optic communication systems, and mission-critical automation technologies. Following the acquisition, Apeiro will operate under Ondas' Ondas Autonomous Systems (OAS) business unit. The deal, pending customary closing conditions, is anticipated to close in the third quarter of 2025.