Mergers & Acquisitions

Wealthspire: Fiducient Advisors To Acquire $11 Billion Investment Advisory Firm Sellwood Investment Partners

By Amit Chowdhry ● Apr 24, 2026

Wealthspire, an independent wealth management, institutional advisory, and business management firm, announced that Fiducient Advisors has entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon-based investment advisory firm with $11 billion in total assets.

Carson Group: Murray, Utah Practice Acquisition Marks 43rd Integrated Office

By Amit Chowdhry ● Apr 24, 2026

Carson Group, an Omaha, Nebraska-based wealth advisory firm managing over $57 billion in assets under management, has acquired Carson Wealth in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall, CFP, ChFC. The practice manages approximately $160 million in AUM and becomes Carson's 43rd integrated office.

Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company

By Amit Chowdhry ● Apr 24, 2026

Modern Wealth Management, a Monterey, California-based registered investment advisor, has announced an asset purchase agreement with Denver-based Brown and Company, a wealth management practice overseeing approximately $1 billion in assets under management that was previously affiliated with LPL Financial. The transaction marks Modern Wealth's 21st acquisition and its second of the year, pushing total AUM past $13 billion. The deal was guided by Alaris Acquisitions.

Cohere And Aleph Alpha: $600 Million Financing Commitment From Schwarz Group Anchors Transatlantic Sovereign AI Merger

By Amit Chowdhry ● Apr 24, 2026

Cohere, a Toronto-based enterprise AI company, and Aleph Alpha, a Heidelberg-based European sovereign AI provider, have announced plans to merge and form a transatlantic AI powerhouse focused on delivering sovereign, enterprise-grade AI to governments and regulated industries. As part of the announcement, the companies of Schwarz Group, the international retail conglomerate behind Lidl and Kaufland, have committed $600 million (€500 million) in structured financing as lead investor in Cohere's upcoming Series E funding round, which is already attracting additional interest from institutional investors. The merger is subject to approval by Aleph Alpha shareholders and competent authorities.

Truvista Fiber: City Of Commerce Telecom Network Acquisition To Expand Broadband Infrastructure

By Amit Chowdhry ● Apr 24, 2026

Truvista Fiber announced an agreement to acquire the municipal telecommunications network operated by the City of Commerce, marking a strategic expansion of its broadband footprint and a transition aimed at enhancing connectivity for local businesses and institutions.

TekStream Acquires ImagineX Cybersecurity Business To Expand Digital Resilience Platform

By Amit Chowdhry ● Apr 24, 2026

TekStream announced it has acquired the cybersecurity business of ImagineX, bringing together advisory, governance, exposure management, and security operations capabilities under a unified digital resilience model.

Airbus: Acquisition Of Quarkslab Strengthens Sovereign Cybersecurity Capabilities In Europe

By Amit Chowdhry ● Apr 24, 2026

Airbus has entered into an agreement to acquire Quarkslab, a Paris-based cybersecurity firm specializing in protecting critical systems, software, and data from sophisticated cyber threats. The transaction is subject to regulatory approvals and consultation with employee representatives and is expected to close in 2026. Financial terms were not disclosed.

SoundHound AI: $43 Million Acquisition Of LivePerson To Build Omnichannel Conversational AI Platform

By Amit Chowdhry ● Apr 24, 2026

SoundHound AI has entered into a definitive agreement to acquire LivePerson, combining voice-based agentic AI with digital messaging capabilities to create an end-to-end omnichannel conversational AI platform. The transaction carries an equity value of $43 million, representing approximately a 22% premium over LivePerson's 30-day volume-weighted average value, and implies a total enterprise value of approximately $250 million after debt adjustments. The deal is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.

Mphasis: C$10 Million Acquisition Of Theory And Practice To Expand Decision Intelligence Capabilities

By Amit Chowdhry ● Apr 24, 2026

Mphasis, an AI-led technology solutions provider, has acquired Theory and Practice Business Intelligence Inc., a Vancouver-based technology company known for its Continuum AI decision intelligence platform, in a deal valued at C$10 million upfront with additional milestone-based contingent consideration of up to C$20 million.

LPL Financial: $180 Million Advisor Courtney Walker Joins Platform With Spring Line Wealth Partners

By Amit Chowdhry ● Apr 24, 2026

LPL Financial announced that financial advisor Courtney Walker, CFP, has joined its broker-dealer and registered investment advisor platform, aligning with Spring Line Wealth Partners. Walker reported serving approximately $180 million in advisory, brokerage, and retirement plan assets and joins from J.P. Morgan.

Lyft To Buy Gett UK To Expand London Black Cab And Ground Transport Coverage

By Amit Chowdhry ● Apr 24, 2026

Lyft, the global mobility platform, has agreed to acquire Gett's United Kingdom business, with the deal expected to close in the coming weeks, subject to customary closing conditions. The acquisition will position Lyft as the leading app for London black cabs and will nearly double the number of rides on the Lyft platform across the capital.

Hightower: Acquisition Of $9.5 Billion Firm The Bahnsen Group Signed To Deepen Strategic Partnership

By Amit Chowdhry ● Apr 24, 2026

Hightower, a Chicago-based national wealth management firm, has signed a definitive agreement to acquire The Bahnsen Group, one of its flagship franchise practices, which oversees approximately $9.5 billion in assets under management as of December 31, 2025. The transaction is expected to close in the third quarter. Financial terms were not disclosed.

Raymond James Adds $225 Million Advisor Team In Colorado To Strengthen Independent Channel

By Amit Chowdhry ● Apr 24, 2026

Raymond James Financial Services announced that financial advisors Jeffrey Gore and Madison Gore have joined its independent advisor channel, bringing more than $225 million in client assets.

Cyera Acquires Ryft To Extend Agentic AI Security Platform

By Amit Chowdhry ● Apr 24, 2026

Cyera, a New York-based AI security platform valued at $9 billion, has acquired Ryft, a secure and automated data lake built for AI agents, in its fourth acquisition in five years. Financial terms of the deal were not disclosed. The acquisition is designed to accelerate Cyera's roadmap for providing instantly traceable, secure data access for agentic AI at scale.

Ameriprise Financial: $140 Million Firm Fair Oaks Wealth Management Joins

By Amit Chowdhry ● Apr 23, 2026

Ameriprise Financial announced that Fair Oaks Wealth Management, a financial advisory practice managing more than $140 million in client assets, has joined its independent advisor channel from Edward Jones.

Focus: Acquisition Of Progressive Solutions Expands Healthcare IT Platform Into Dental Market

By Amit Chowdhry ● Apr 23, 2026

Focus, a unified healthcare technology partner delivering managed IT, security, and data services, announced it has acquired Progressive Solutions, a dental IT services company founded in 2000 and headquartered in Fenton, Missouri. The transaction, which closed in January, represents Focus’s first expansion into the dental sector and strengthens its broader push to serve healthcare practices across specialties.

Affinia To Be Acquired By RedBird Capital Partners In Sovereign Exit

By Amit Chowdhry ● Apr 23, 2026

Sovereign Capital Partners is set to exit Affinia through a sale to RedBird Capital Partners, marking a significant realization for one of the United Kingdom’s fastest-growing accounting groups. The transaction remains subject to approval from the Financial Conduct Authority.

ServiceNow: $7.75 Billion Armis Acquisition Completed To Expand AI-Driven Cybersecurity Platform

By Amit Chowdhry ● Apr 23, 2026

ServiceNow has completed its approximately $7.75 billion acquisition of Armis, significantly expanding its AI-powered security and risk platform into real-time cyber asset visibility and automated risk remediation across enterprise environments.

LumApps: Acquisition Of Comeen Expands AI Employee Hub Into Workplace Experience Platform

By Amit Chowdhry ● Apr 23, 2026

LumApps announced it has entered into a definitive agreement to acquire Comeen, extending its platform into physical workplace services and unified employee experience.

Toll Brothers: Acquisition Of Buffington Homes Expands Luxury Homebuilding Presence In Northwest Arkansas

By Amit Chowdhry ● Apr 23, 2026

Toll Brothers, the nation’s leading builder of luxury homes, has signed a definitive agreement to acquire substantially all the assets of Buffington Homes of Arkansas, a privately held home builder based in Fayetteville. The transaction is expected to close in the company’s fiscal third quarter.

Investcorp: $200 Million Acquisition Expands U.S. Residential Portfolio Across Senior Living And Multifamily Sectors

By Amit Chowdhry ● Apr 23, 2026

Investcorp announced the acquisition of a diversified portfolio of senior living and multifamily properties across key U.S. gateway markets for approximately $200 million, marking a continued push into high-demand residential asset classes.

Alight: Solar Developer Acquires 79 MWp Solar And 55 MW Storage Project In Denmark

By Amit Chowdhry ● Apr 23, 2026

Alight announced the acquisition of a large-scale solar and battery energy storage project under development in Denmark, marking a significant expansion of its Nordic renewable energy pipeline. The project, located in Kalundborg on the island of Sjælland, combines a 79 MWp utility-scale solar park with a co-located 55 MW battery energy storage system and represents the company’s first integrated solar-plus-storage initiative in the Danish market.

OpenTable: Acquisition Of Canadian Reservation Platform Libro Expands Presence In Quebec And Beyond

By Amit Chowdhry ● Apr 23, 2026

OpenTable announced that it has acquired Libro, a reservation and table management platform headquartered in Montreal, as the company looks to strengthen its footprint across Canada, particularly in Quebec.

Churchill Downs: $85 Million Deal To Acquire Preakness Intellectual Property Rights

By Amit Chowdhry ● Apr 23, 2026

Churchill Downs announced it has entered into a definitive agreement to acquire the intellectual property, including all trademarks and associated rights, of the Preakness Stakes and the Black-Eyed Susan Stakes from 1/ST Maryland LLC, an affiliate of 1/ST Racing, for $85 million, subject to customary closing conditions.

Mergers & Acquisitions

Wealthspire: Fiducient Advisors To Acquire $11 Billion Investment Advisory Firm Sellwood Investment Partners

Carson Group: Murray, Utah Practice Acquisition Marks 43rd Integrated Office

Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company

Cohere And Aleph Alpha: $600 Million Financing Commitment From Schwarz Group Anchors Transatlantic Sovereign AI Merger

Truvista Fiber: City Of Commerce Telecom Network Acquisition To Expand Broadband Infrastructure

TekStream Acquires ImagineX Cybersecurity Business To Expand Digital Resilience Platform

Airbus: Acquisition Of Quarkslab Strengthens Sovereign Cybersecurity Capabilities In Europe

SoundHound AI: $43 Million Acquisition Of LivePerson To Build Omnichannel Conversational AI Platform

Mphasis: C$10 Million Acquisition Of Theory And Practice To Expand Decision Intelligence Capabilities

LPL Financial: $180 Million Advisor Courtney Walker Joins Platform With Spring Line Wealth Partners

Lyft To Buy Gett UK To Expand London Black Cab And Ground Transport Coverage

Hightower: Acquisition Of $9.5 Billion Firm The Bahnsen Group Signed To Deepen Strategic Partnership

Raymond James Adds $225 Million Advisor Team In Colorado To Strengthen Independent Channel

Cyera Acquires Ryft To Extend Agentic AI Security Platform

Ameriprise Financial: $140 Million Firm Fair Oaks Wealth Management Joins

Focus: Acquisition Of Progressive Solutions Expands Healthcare IT Platform Into Dental Market

Affinia To Be Acquired By RedBird Capital Partners In Sovereign Exit

ServiceNow: $7.75 Billion Armis Acquisition Completed To Expand AI-Driven Cybersecurity Platform

LumApps: Acquisition Of Comeen Expands AI Employee Hub Into Workplace Experience Platform

Toll Brothers: Acquisition Of Buffington Homes Expands Luxury Homebuilding Presence In Northwest Arkansas

Investcorp: $200 Million Acquisition Expands U.S. Residential Portfolio Across Senior Living And Multifamily Sectors

Alight: Solar Developer Acquires 79 MWp Solar And 55 MW Storage Project In Denmark

OpenTable: Acquisition Of Canadian Reservation Platform Libro Expands Presence In Quebec And Beyond

Churchill Downs: $85 Million Deal To Acquire Preakness Intellectual Property Rights

Peachtree Group: $330 Million Loan Acquisitions Highlight Opportunity In Dislocated Credit Markets

Peoples Bancorp: $76.6 Million Acquisition Of Citizens National Expands Kentucky Footprint

APi Group: Acquisition Of Wtech Fire Group Expands European Fire Suppression Capabilities

Render Networks: A$20 Million Raised And mPower Innovations Acquisition Expands Infrastructure Execution Platform

Honeywell: $1.4 Billion Sale Of Productivity Solutions And Services To Brady Advances Portfolio Transformation

Tigerless Health: $280 Million SPAC Deal With Piermont Valley Acquisition Corp. To Go Public As AI Insurance Platform