Mergers & Acquisitions

PKF O’Connor Davies Expands Private Client Advisory Practice With Wolf Maryles & Associates Deal

By Amit Chowdhry ● Dec 5, 2025

PKF O’Connor Davies announced that New York City–based Wolf Maryles & Associates will join the firm effective January 1, 2026, adding a specialized team focused on high-net-worth tax and financial advisory services. The deal strengthens PKF O’Connor Davies’ private client practice and continues its momentum following last year’s strategic growth investment from Investcorp and PSP Investments.

Wealth Enhancement Expands With Acquisition Of $532 Million Firm FPG Private Wealth

By Amit Chowdhry ● Dec 5, 2025

Wealth Enhancement has acquired FPG Private Wealth, a hybrid RIA overseeing more than $532 million in client assets, in a move that strengthens the firm’s footprint in the Midwest and increases its total client assets to over $127.8 billion. Based in Carmel and Lafayette, Indiana, FPG Private Wealth was previously affiliated with Financial Partners Group and is led by Senior Vice Presidents Andrew Moulton and Timothy Johnston, along with Financial Advisor Don Penn.

Netflix To Buy Warner Bros. In $82.7 Billion Deal (Updated)

By Amit Chowdhry ● Dec 5, 2025

Netflix announced plans to acquire Warner Bros. in a transformative agreement valued at $82.7 billion in enterprise value and $72 billion in equity value. The deal follows Warner Bros. Discovery’s separation of its Global Networks division, Discovery Global, which is expected to be completed in the third quarter of 2026. The merger will unite Netflix’s global entertainment platform with Warner Bros.’ century-long legacy of film and television content, bringing together major franchises and studios under one combined company.

Asurion To Buy Domestic & General, Expanding Footprint In Connected Device And Appliance Care

By Amit Chowdhry ● Dec 4, 2025

Asurion has signed a definitive agreement to acquire Domestic & General, aiming to build one of the world’s largest end-to-end providers of technology and appliance protection. The deal strengthens Asurion’s push to become the “CTO of the home” by unifying care for connected devices and household appliances under a single global platform.

Sequoia Financial Group Expands In California With Acquisition Of $406 Million Firm Sterling Financial

By Amit Chowdhry ● Dec 4, 2025

Sequoia Financial Group has acquired Pasadena-based Sterling Financial Group, deepening its West Coast presence and adding $406 million in AUM to its growing national wealth management platform.

Allworth Financial Expands In Boston With Acquisition Of $460 Million Firm FSA Wealth Management

By Amit Chowdhry ● Dec 4, 2025

Allworth Financial has acquired FSA Wealth Management, a Needham, Massachusetts–based fiduciary advisory firm overseeing $460 million in assets, strengthening the firm’s up-market capabilities in one of the nation’s most competitive wealth hubs. The deal brings six professionals, including five financial advisors—into Allworth’s growing Greater Boston operation, with the team set to transition into Allworth’s existing Waltham office.

Woven Solutions Acquires Cystemic Security, Expanding Its Cyber and Managed Attribution Capabilities

By Amit Chowdhry ● Dec 4, 2025

Woven Solutions has acquired Cystemic Security, marking the Reston-based mission-software provider’s first transaction since securing a strategic investment from Falfurrias Management Partners in August. The deal strengthens Woven’s position as a rapidly scaling builder of AI-enabled cyber and intelligence tooling for U.S. national security agencies.

Citizens Adds New 401(k) Advisory Team As Private Wealth Expansion Accelerates

By Amit Chowdhry ● Dec 4, 2025

Citizens Financial Group has added its 10th new advisory team to its rapidly expanding Private Wealth business, introducing CF Retirement Solutions, a New York–based group focused on corporate employer-sponsored retirement plans. The move extends Citizens’ capabilities in 401(k) advisory services for small and mid-sized businesses nationwide.

Fortify Expands National Footprint With Acquisition Of Rytech Restoration

By Amit Chowdhry ● Dec 4, 2025

Fortify Companies has acquired Rytech Restoration, expanding its national restoration platform to more than 30 states. The deal brings together Rytech’s network of 100+ franchise locations across 25 states with Fortify’s company-owned Insurcomm Restoration network, creating a unified platform serving over 100 markets nationwide.

Vero Fiber: Acquisition Of BendTel Completed

By Amit Chowdhry ● Dec 4, 2025

Vero Broadband has officially closed its acquisition of BendTel after securing final FCC approval, bringing the Central Oregon telecom provider fully into the Vero organization. The deal strengthens Vero’s footprint in Bend and accelerates its rollout of residential Fiber-to-the-Home services across the region, including expansions into Old Bend and the Orchard District.

BriteLife Recovery Acquires Summit Behavioral Health In New Jersey

By Amit Chowdhry ● Dec 4, 2025

BriteLife Recovery has completed the acquisition of Summit Behavioral Health, an established intensive outpatient program in Princeton Junction, New Jersey, marking the company’s first expansion into outpatient services. The deal integrates Summit’s IOP into BriteLife’s broader treatment network, extending its continuum of care beyond detox and residential treatment across the East Coast.

Creative Planning Buys Burt Wealth Advisors, Adding $1 Billion in AUM

By Amit Chowdhry ● Dec 4, 2025

Creative Planning has acquired North Bethesda–based Burt Wealth Advisors, expanding its footprint and adding $1 billion in assets under management. The deal marks Creative Planning’s 15th acquisition in two years as the firm continues accelerating its nationwide growth.

Hirewell Buys CS Recruiting, Forming A New Supply Chain Talent Giant

By Amit Chowdhry ● Dec 4, 2025

Hirewell has acquired CS Recruiting, creating one of North America’s largest and most specialized supply chain, logistics, and transportation recruiting platforms. The deal fuses Hirewell’s tech-enabled recruiting engine with CS Recruiting’s deep, decades-long expertise across freight forwarding, logistics, transportation, and manufacturing distribution.

360training Buys UST Training To Expand Regulated Training Solutions

By Amit Chowdhry ● Dec 4, 2025

360training.com, a global provider of compliance and professional education, has acquired UST Training, a leading online provider of state-approved Class A/B and Class C operator training for underground storage tank (UST) systems.

Resideo Sells Grid Services Demand Response Business to EnergyHub

By Amit Chowdhry ● Dec 4, 2025

Resideo Technologies has divested its Grid Services demand response unit to EnergyHub, sharpening its focus on core residential sensing and controls products. The business, which primarily serves utility clients, will fold into EnergyHub’s grid-edge flexibility platform, already used by more than 120 utilities serving over 55 million customers.

The FNA Group Acquires Allparts Equipment & Accessories

By Amit Chowdhry ● Dec 4, 2025

The FNA Group has acquired Allparts Equipment & Accessories (APEA), expanding its parts and accessories portfolio and strengthening its distribution reach across North America. The deal bolsters FNA’s aftermarket strategy across pressure washers, pumps, and outdoor power equipment as the company scales its footprint among dealers, retailers, and end users.

Franchise Equity Partners To Buy IMO Car Wash From Driven Brands

By Amit Chowdhry ● Dec 4, 2025

Franchise Equity Partners (FEP) has signed an agreement to acquire IMO Car Wash, the world’s largest tunnel car wash operator, from Driven Brands. The deal includes IMO’s full portfolio of 720 locations across the United Kingdom, Germany, nine additional European countries, and Australia, marking FEP’s first international acquisition.

MarketFully Buys Global Social Media Agency Social Element

By Amit Chowdhry ● Dec 4, 2025

MarketFully has acquired Social Element, a global social media agency, to expand its multilingual content marketing capabilities across social platforms and branded communities. The deal advances MarketFully’s strategy to scale its AI-powered InContent Marketing offering beyond multilingual web content and into social engagement, fan communities, and global discoverability.

Opus Water Acquires Yeary Controls To Expand Engineered Flow-Control Platform

By Amit Chowdhry ● Dec 3, 2025

Opus Water has expanded its engineered products platform with the acquisition of Chicago-based Yeary Controls, adding a 20-year portfolio of precision control valves, actuators, and flow-control accessories to the company’s growing water and industrial solutions business. Backed by XPV Water Partners, Opus Water is using the deal to further scale across water, wastewater, and process-fluid markets.

Encore Acquires First To Expand Global Brand Experience and In-Venue Event Services

By Amit Chowdhry ● Dec 3, 2025

Encore has acquired FIRST, a global event marketing and brand experience agency, in a move that expands Encore’s in-venue capabilities and strengthens its worldwide event services footprint. The deal brings together two industry leaders known for sophisticated production, embedded event teams, and large-scale enterprise event programs.

Bending Spoons To Acquire Eventbrite In $500 Million All-Cash Deal

By Amit Chowdhry ● Dec 3, 2025

Eventbrite has entered into a definitive agreement to be acquired by Bending Spoons in an all-cash transaction valued at approximately $500 million. Under the terms, Eventbrite stockholders will receive $4.50 per share, representing an 82% premium over the company’s 60-day volume-weighted average share price as of market close on December 1, 2025. The agreement has been unanimously approved by Eventbrite’s Board of Directors and remains subject to regulatory approvals and stockholder approval. The companies expect the deal to close in the first half of 2026.

Brookfield To Acquire Fosber In $900 Million Industrial Technology Deal

By Amit Chowdhry ● Dec 3, 2025

Brookfield has agreed to acquire Fosber, a global manufacturer of high-speed corrugating machinery and industrial technology solutions for the packaging sector, in a transaction valued at approximately $900 million. The deal represents a carve-out from Guangdong Dongfang Precision and will be executed through Brookfield’s private equity strategy.

Digita Group Announces Agreement To Be Acquired By GI Partners

By Amit Chowdhry ● Dec 3, 2025

GI Partners has agreed to acquire Digita Group, one of the largest independent tower and broadcast infrastructure companies in the Nordics, with nationwide portfolios across Finland and Iceland. Digita also plays a central role in Finnish communications infrastructure through its longstanding partnership with Yle, the national public TV and radio broadcaster.

Connectbase Acquires Cloud Age To Expand Its Operating System For Connected World Transactions

By Amit Chowdhry ● Dec 3, 2025

Connectbase, the platform that powers how the connected world buys and sells digital infrastructure, has acquired Cloud Age, a telecom invoice automation and spend-management SaaS provider used by service providers across more than 1,700 global vendors. The deal expands Connectbase’s position as the operating system for transacting in the connectivity ecosystem, unifying discovery, quoting, spend intelligence, and settlement into a single workflow.

LogicMonitor Buys Catchpoint In Deal Valued At Over $250 Million To Build AI-Based Observability Platform

By Amit Chowdhry ● Dec 2, 2025

LogicMonitor, an AI-first hybrid observability platform, announced today that it has completed its acquisition of Catchpoint, a pioneer in Internet Performance and Digital Experience Monitoring. The combined platform is designed to address the shifting infrastructure demands brought on by GPU-intensive workloads, distributed compute, rising downtime risk, and the mounting operational strain caused by tool sprawl.

ServiceNow To Buy Veza To Expand AI-Native Identity Security Capabilities

By Amit Chowdhry ● Dec 2, 2025

ServiceNow announced plans to acquire Veza, an AI-native identity security platform, in a move that significantly expands the company’s Security and Risk portfolios and strengthens its position as enterprises adopt agentic AI across their operations.

Goldman Sachs To Acquire Innovator Capital Management In $2 Billion Deal

By Amit Chowdhry ● Dec 2, 2025

Goldman Sachs announced that it has agreed to acquire Innovator Capital Management, a major pioneer in defined outcome ETFs, in a transaction valued at approximately $2 billion in cash and equity, subject to performance targets. The deal is expected to close in the second quarter of 2026, pending regulatory approval, and will add $28 billion in assets under supervision across 159 defined outcome ETFs to Goldman Sachs Asset Management’s platform.

Larson Packaging Acquires Great Western Eagle

By Amit Chowdhry ● Dec 2, 2025

Larson Packaging Company (LPC), a provider of custom technical packaging solutions, has acquired Great Western Eagle Packaging (GWEP), a California-based supplier of high-precision case and foam solutions serving aerospace, military, drone, and advanced technology customers.

HyrUP Acquires Evolve Partners To Expand Nationwide Executive Search Capabilities

By Amit Chowdhry ● Dec 2, 2025

hyrUP, an award-winning executive search and recruiting firm specializing in accounting, finance, technology, and operations, announced the acquisition of Evolve Partners, a national boutique search firm known for its high-touch approach to executive recruiting. The deal strengthens hyrUP’s nationwide footprint and deepens its focus on high-caliber finance and leadership talent.

CerraCap Ventures And Impact Venture Capital Merge

By Amit Chowdhry ● Dec 2, 2025

CerraCap Ventures and Impact Venture Capital have merged to form CerraCap Impact Venture Capital (CIVC), establishing one of the most globally connected venture platforms. The unified firm combines an extensive network of corporate customers, corporate investors, and strategic acquirers, positioning CIVC as a differentiated partner for founders seeking rapid commercial validation and scalable enterprise adoption.