Mergers & Acquisitions

LPL Financial Onboards $380 Million Advisor David Logsdon

By Amit Chowdhry ● Jul 8, 2026

LPL Financial announced that David Logsdon has joined the firm’s broker-dealer and Registered Investment Advisor platform. Logsdon reported serving approximately $380 million in advisory, brokerage, and retirement plan assets. Logsdon joins LPL from Wells Fargo Advisors. He is based in the Sun Valley, Idaho area and is the founder of Summit Ridge Financial Advisors.

Choreo Acquires Assets Of $700 Million Firm Resource Financial Group

By Amit Chowdhry ● Jul 8, 2026

Choreo announced that it acquired substantially all the assets of Resource Financial Group. RFG is a Wilmette, Illinois-based registered investment adviser with approximately $700 million in assets under management as of April 30, 2026.

Carson Group Acquired $201 Million Firm FFR Wealth Team

By Amit Chowdhry ● Jul 8, 2026

Carson Group announced the acquisition of FFR Wealth Team, which has transitioned into an integrated Carson Wealth office. The Covington, Kentucky-based team serves approximately $201 million in assets under management.

H.I.G. Capital Is Acquiring A Majority Stake In TERRAS

By Amit Chowdhry ● Jul 7, 2026

H.I.G. Capital announced that one of its affiliates has entered into a definitive agreement to acquire a majority stake in TERRAS Group. Financial terms of the transaction were not disclosed.

Thales Acquiring Exail For €3.9 Billion

By Amit Chowdhry ● Jul 7, 2026

Thales announced that it has signed a binding agreement to acquire the Gorgé family concert’s combined 35.51% stake in Exail Technologies. The transaction is being pursued with a view to acquiring 100% of Exail through a mandatory tender offer at €134 per share.

Codis Acquiring Catalent’s Nottingham UK Facility

By Amit Chowdhry ● Jul 7, 2026

Codis announced an agreement to acquire Catalent Pharma Solutions’ facility in Nottingham, UK. The transaction is expected to close in the third quarter of this year, subject to customary closing conditions.

Wintrust Buying Northern Trust’s Guardianship Services Business

By Amit Chowdhry ● Jul 7, 2026

Northern Trust and Wintrust Financial announced that Wintrust Private Trust Company has entered into an agreement to purchase Northern Trust’s guardianship services business. The transaction is expected to close later this year, and financial terms were not disclosed.

CohnReznick Acquires HL&B

By Amit Chowdhry ● Jul 7, 2026

CohnReznick announced the strategic acquisition of Houston-based Ham, Langston, & Brezina, effective July 1, 2026. The acquisition expands CohnReznick’s presence in Texas and adds three offices in the Houston market.

Novartis Acquiring Myricx Bio For Up To $1.5 Billion

By Amit Chowdhry ● Jul 7, 2026

Sofinnova Partners announced that its portfolio company Myricx Bio has reached an agreement to be acquired by Novartis. The deal is valued at up to $1.5 billion, including $1.1 billion in cash upfront plus potential milestone payments.

Coral Connect Acquires AdvisorWoRx

By Amit Chowdhry ● Jul 7, 2026

Coral Connect announced that it has acquired AdvisorWoRx, a strategic healthcare consulting firm founded and led by Edie Gigot. Financial terms of the transaction were not disclosed.

Banzai Acquires ConnectAndSell For $13.2 Million

By Amit Chowdhry ● Jul 7, 2026

Banzai International announced that it has completed its previously announced acquisition of substantially all assets of ConnectAndSell. The acquisition became effective on July 2, 2026.

Hometown Financial Group To Acquire Primary Bank For $160 Million

By Amit Chowdhry ● Jul 7, 2026

Hometown Financial Group announced that it has entered into a merger agreement to acquire Primary Bank, a publicly traded commercial bank based in Bedford, New Hampshire. The transaction is valued at approximately $160 million and will expand Hometown’s presence in southern New Hampshire.

BWXT Acquires Precision Components Group

By Amit Chowdhry ● Jul 7, 2026

BWX Technologies announced that it has completed its previously announced acquisition of Precision Components Group. The acquisition includes PCG subsidiaries Precision Custom Components and DC Fabricators.

Empower Acquiring Milliman’s Retirement Administration Business For $340 Million

By Amit Chowdhry ● Jul 7, 2026

Empower and Milliman announced a definitive agreement under which Empower will acquire Milliman’s retirement administration business. The transaction is valued at $340 million and is expected to close in the second half of 2026, subject to customary regulatory approvals and closing conditions.

Csquare Launches IPO Seeking Up To $1.35 Billion

By Amit Chowdhry ● Jul 7, 2026

Csquare announced the launch of its initial public offering of 50 million shares of common stock. The expected IPO price range is $23 to $27 per share.

Solaris Energy Infrastructure Acquires GESA

By Amit Chowdhry ● Jul 7, 2026

Solaris Energy Infrastructure announced that it has acquired Global Energy Services Alliance, a full-cycle power generation service provider. The transaction was funded through about $55 million in cash consideration and the issuance of approximately three million Class A Solaris shares.

ANV Acquires Iris Insurance Brokers

By Amit Chowdhry ● Jul 7, 2026

ANV Group Holdings announced that it has completed the acquisition of Iris Insurance Brokers. The transaction, which was originally announced in March 2026, received all required regulatory approvals.

A.P. Moller Holding Acquiring Ocean Yield

By Amit Chowdhry ● Jul 7, 2026

A.P. Moller Holding and KKR announced that they have signed an agreement under which a subsidiary of A.P. Moller Holding will acquire 100% of Ocean Yield. Ocean Yield is being acquired from funds managed by KKR.

Bartholomew & Company Launches Hybrid RIA With $6 Billion In Client Assets

By Amit Chowdhry ● Jul 7, 2026

Bartholomew & Company announced its launch as an independent hybrid Registered Investment Advisor. The Worcester-based firm oversees approximately $6 billion in client assets as of June 15, 2026.

ITT Acquires Aerospace Contacts For $31 Million

By Amit Chowdhry ● Jul 7, 2026

ITT announced that it has completed its acquisition of privately held Aerospace Contacts. The purchase price for the transaction was $31 million.

Hightower Signature Wealth Adds $5+ Billion In AUM From Three Advisory Practices

By Amit Chowdhry ● Jul 7, 2026

Hightower Advisors announced the continued expansion of Hightower Signature Wealth with the addition of Private Vista, Hightower Great Lakes, and The McGuirk & De Nevi Group. Collectively, the three advisory practices add approximately $5 billion in AUM.

Ondas Acquires DZYNE Technologies For $875.8 Million

By Amit Chowdhry ● Jul 7, 2026

Ondas announced that it has acquired DZYNE Technologies in a transaction valued at $875.8 million. The acquisition expands Ondas’ portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence, autonomous logistics, and autonomous systems for U.S. and allied defense customers.

Blue Owl HomeCourt Partners Fund Acquires Minority Stake In Cleveland Cavaliers

By Amit Chowdhry ● Jul 7, 2026

Blue Owl HomeCourt Partners announced that it has acquired a minority equity stake in the Cleveland Cavaliers and accompanying assets. Cleveland Cavaliers owner Dan Gilbert will maintain his majority stake in the franchise.

Rogers Buying Remaining 25% Stake In MLSE For C$4.35 Billion

By Amit Chowdhry ● Jul 7, 2026

Rogers Communications announced that it has signed an agreement to buy the remaining 25% ownership stake in Maple Leaf Sports & Entertainment from Kilmer Sports. The transaction is valued at C$4.35 billion and will increase Rogers’ ownership of MLSE to 100%.

Sky Acquiring ITV’s Broadcast And Streaming Division For £1.6 Billion

By Amit Chowdhry ● Jul 7, 2026

ITV has agreed to sell its media and entertainment business to Sky in a deal valued at £1.6 billion. The agreement remains subject to shareholder and regulatory approval.

AscentHR Acquires OS HRS

By Amit Chowdhry ● Jul 7, 2026

AscentHR announced that it has acquired OS HRS, an APAC-focused payroll outsourcing provider with more than two decades of experience. Financial terms of the transaction were not disclosed.

Why Equinor Is Acquiring bp’s Interest In Bay du Nord Project

By Amit Chowdhry ● Jul 7, 2026

Equinor announced that it has reached an agreement with bp to acquire its interest in the Bay du Nord project offshore Canada. The transaction will increase Equinor’s ownership in the project to 100%.

easyJet Reaches Agreement In Principle On Castlelake’s £6.90 Per Share Possible Offer

By Amit Chowdhry ● Jul 7, 2026

easyJet announced that its board and Castlelake have reached an agreement in principle on the key financial terms of a possible recommended cash offer. The proposal would see Castlelake acquire the entire issued and to-be-issued ordinary share capital of easyJet not already held by Castlelake for £6.90 per share in cash, including a partial unlisted share alternative.

EQT Acquiring Orikan

By Amit Chowdhry ● Jul 7, 2026

EQT announced that the BPEA EQT Mid-Market Growth Partnership has agreed to acquire Orikan. Financial terms of the transaction were not disclosed.

Kraken Robotics Acquires Covelya Group For C$615 Million

By Amit Chowdhry ● Jul 7, 2026

Kraken Robotics announced that it has closed its previously announced acquisition of Covelya Group. The transaction was valued at approximately C$615 million, subject to closing adjustments.