Mergers & Acquisitions

AIG: $2 Billion Deal With Everest

By Amit Chowdhry ● Oct 28, 2025

Everest Group, a leader in reinsurance and specialty insurance, announced that it has entered into definitive agreements to sell the renewal rights of its Global Retail Commercial Insurance business to American International Group (AIG). The deal marks a pivotal move in Everest’s long-term strategy to focus on its core Global Reinsurance and Global Wholesale and Specialty Insurance operations.

Taylor Buying Gooten To Advance Growth In Global Print-On-Demand Market

By Amit Chowdhry ● Oct 28, 2025

Taylor Corporation, a global print and communications company, announced the acquisition of Gooten, a leading provider of print-on-demand technology and fulfillment solutions. The acquisition combines Gooten’s OrderMesh technology platform and rapidly expanding fulfillment network with Taylor’s national manufacturing footprint and global technology expertise, creating a powerful force in the fast-growing print-on-demand sector.

Sotherly Hotels To Be Acquired By JV Backed By Kemmons Wilson Hospitality Partners And Ascendant Capital Partners

By Amit Chowdhry ● Oct 28, 2025

Sotherly Hotels announced that it has entered into a definitive merger agreement to be acquired by a joint venture led by affiliates of Kemmons Wilson Hospitality Partners (KWHP), with Ascendant Capital Partners LP serving as a strategic partner.

Equitable To Buy Stifel Independent Advisors, Expanding National Wealth Management Platform

By Amit Chowdhry ● Oct 28, 2025

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, announced that its affiliate has entered into a definitive agreement to acquire Stifel Independent Advisors, a subsidiary of Stifel Financial. The deal, expected to close in the first quarter of 2026 pending regulatory approvals and customary closing conditions, will further strengthen Equitable’s position in the U.S. wealth management market.

Voyager Technologies Acquires ExoTerra Resource To Enhance U.S. Propulsion Manufacturing And Space Defense

By Amit Chowdhry ● Oct 28, 2025

Voyager Technologies, a leading defense and space technology company, announced the acquisition of ExoTerra Resource, a pioneering developer of high-performance electric propulsion systems. The acquisition marks a significant step in bolstering America’s domestic propulsion manufacturing capacity and closing critical capability gaps for both defense and commercial space markets.

MAI Capital Management: $245 Million Firm Liberty Private Client Onboarded

By Amit Chowdhry ● Oct 28, 2025

MAI Capital Management, a registered investment advisor (RIA) focused on helping clients simplify, protect, and grow their wealth, has announced the acquisition of Liberty Private Client, a Fort Myers, Florida-based RIA managing approximately $245 million in client assets. The deal further strengthens MAI’s growing presence across the Southeast and marks its third Florida-based acquisition in the past year. The terms of the deal were not disclosed.

LegitScript Buys Kompliant To Build Unified AI-Driven Platform For Merchant Risk And Compliance Automation

By Amit Chowdhry ● Oct 28, 2025

LegitScript, a global leader in merchant and product certification and monitoring, has announced the acquisition of Kompliant, a compliance orchestration platform serving banks and financial service providers. The acquisition combines LegitScript’s risk intelligence, market data, and AI-driven monitoring capabilities with Kompliant’s advanced automation technology to create an end-to-end compliance platform that enhances merchant onboarding, underwriting, and lifecycle risk management.

VSE To Buy Aero 3 In $350 Million Deal To Expand Global Wheel And Brake Aftermarket Presence

By Amit Chowdhry ● Oct 28, 2025

VSE Corporation, a leading provider of aviation aftermarket distribution and repair services, has announced a definitive agreement to acquire GenNx/AeroRepair IntermediateCo Inc., the parent company of Aero 3, a global Maintenance, Repair, and Overhaul (MRO) service provider and distributor specializing in the commercial wheel and brake aftermarket. The deal, valued at $350 million in cash, is expected to close in the fourth quarter of 2025, subject to regulatory approvals and customary closing conditions.

Welltower: $23 Billion In Transactions Announced To Deepen Seniors Housing Focus

By Amit Chowdhry ● Oct 28, 2025

Welltower has announced $23 billion in transactions designed to expand its presence in seniors housing and sharpen its strategic focus on rental housing for aging populations across the United States, the United Kingdom, and Canada. The transactions include $14 billion in acquisitions of more than 700 high-quality seniors housing communities encompassing over 46,000 units. They are expected to be fully funded through $9 billion of asset sales, loan repayments, and cash on hand.

American Water And Essential Utilities Merging In $63 Billion Deal

By Amit Chowdhry ● Oct 28, 2025

American Water Works Company and Essential Utilities announced a definitive agreement to merge in an all-stock and tax-free transaction that will create the largest regulated water and wastewater utility in the United States. The combined company will serve approximately 4.7 million water and wastewater connections across 17 states, with a combined rate base of about $29.3 billion and a market capitalization of roughly $40 billion. Based on closing stock prices as of October 24, 2025, the merger implies a combined enterprise value of approximately $63 billion.

Huntington To Buy Cadence Bank In $7.4 Billion All-Stock Deal

By Amit Chowdhry ● Oct 28, 2025

Huntington Bancshares Incorporated (Nasdaq: HBAN) announced it has entered into a definitive agreement to acquire Cadence Bank, a $53 billion regional institution headquartered in Houston, Texas, and Tupelo, Mississippi. The all-stock transaction, valued at $7.4 billion, represents a pivotal expansion for Huntington, establishing a significant presence across the South and immediate scale in Texas and Mississippi.

KPS Capital Partners To Buy Controlling Stake In Ketjen From Albemarle In $1.6 Billion Deal

By Amit Chowdhry ● Oct 28, 2025

KPS Capital Partners announced it has entered into a definitive agreement with Albemarle Corporation to acquire a controlling 51% stake in Ketjen Corporation’s refining catalyst solutions business, forming a new independent company that will become a global leader in advanced catalysts and additives for the refining and petrochemical industries.

Starlight Investments Expands UK Build-To-Rent Portfolio With Maidenhead Acquisition

By Amit Chowdhry ● Oct 28, 2025

Starlight Investments, a leading global real estate investment and asset management firm, has announced the acquisition of a build-to-rent (BTR) development in Maidenhead, Berkshire, marking a significant step in the company’s continued expansion across the UK rental housing market. The acquisition, part of the St Cloud Way regeneration scheme, was completed with Countryside Properties (UK) Limited, a subsidiary of Vistry Group, and brings Starlight’s UK BTR portfolio to 4,000 rental homes.

Gryphon Investors: $1.6 Billion Sale Of Shermco to Blackstone Completed

By Amit Chowdhry ● Oct 28, 2025

Gryphon Investors, a leading middle-market private investment firm, announced the completion of the $1.6 billion sale of its portfolio company, Shermco, to funds affiliated with Blackstone. The deal, initially announced on August 21, 2025, marks one of the most notable middle-market private equity exits of the year.

Next Glass Buys Ekos To Enhance Global Beverage Software Platform

By Amit Chowdhry ● Oct 28, 2025

Next Glass, a leading global provider of software, data, e-commerce, and marketing solutions for the beverage alcohol industry, announced its acquisition of Ekos, the Charlotte-based supply chain management software platform trusted by over 1,200 craft beverage producers worldwide. The deal unites two of the most prominent technology providers in the beverage sector, enhancing Next Glass’s vision of connecting producers, retailers, and consumers through a unified digital ecosystem.

Daxko Expands Boutique Fitness Technology Footprint With Acquisition Of Exercise.com

By Amit Chowdhry ● Oct 27, 2025

Daxko, a leading software and integrated payments provider for the global health and wellness industry, announced its acquisition of Exercise.com, a fitness management platform trusted by thousands of studios, coaches, and personal trainers worldwide. The move marks a significant step in Daxko’s strategy to serve fitness entrepreneurs across all business models, from boutique and hybrid operators to online training platforms.

Prospanica To Buy Techqueria, Uniting Latino Business And Technology Communities Nationwide

By Amit Chowdhry ● Oct 27, 2025

Prospanica, the Association of Hispanic MBAs and Business Professionals, announced plans to acquire Techqueria, the leading nonprofit organization advancing Latino representation in the technology industry. The proposed acquisition, pending regulatory approval from the California Attorney General’s office, represents a major milestone in uniting two powerful forces driving Latino advancement across business and technology sectors.

Omni Buying Explo And Projecting $30 Million ARR By Year-End

By Amit Chowdhry ● Oct 27, 2025

Omni, a business intelligence and embedded analytics platform with a built-in semantic layer, announced the acquisition of Explo, a leading embedded analytics company, marking another milestone in its rapid expansion. Omni projects $30 million in annual recurring revenue (ARR) by the end of 2025, representing 4x year-over-year growth following 10x growth in 2024, with expectations to double ARR again in 2026.

DraftKings Acquires Railbird to Accelerate Expansion Into Regulated Prediction Markets

By Amit Chowdhry ● Oct 27, 2025

DraftKings announced that it has acquired Railbird Technologies Inc. and its wholly owned subsidiary, Railbird Exchange, a federally licensed exchange designated by the Commodity Futures Trading Commission (CFTC). The acquisition strengthens DraftKings’ strategic position in the emerging prediction markets space and expands its long-term growth opportunities through regulated event contracts.

Fireblocks Buying Dynamic To Create Custody-To-Consumer Stack For On-Chain Finance

By Amit Chowdhry ● Oct 27, 2025

Fireblocks, an enterprise digital asset platform that runs more than $4 trillion in transactions annually, announced its acquisition of Dynamic, a developer platform powering more than 50 million on-chain accounts for major companies including Kraken, Zerohash, Magic Eden, Lighter, and Ondo Finance.

Nicolet Bankshares To Buy MidWestOne Financial In $864 Million All-Stock Merger

By Amit Chowdhry ● Oct 27, 2025

Nicolet Bankshares and MidWestOne Financial Group announced that they have entered into a definitive merger agreement under which Nicolet will acquire MidWestOne and its wholly owned banking subsidiary, MidWestOne Bank, in an all-stock transaction valued at approximately $864 million.

&Partners: 100th Advisor Practice Mannen Financial Group Joins Firm

By Amit Chowdhry ● Oct 27, 2025

&Partners, an advisor- and employee-owned wealth management firm transforming the advisory landscape, announced that its 100th advisor practice, Mannen Financial Group, has joined the firm. With this addition the firm reports approximately $50 billion in pre-hire assets and $350 million in revenue, positioning the company as one of the fastest-growing hybrid broker-dealer and RIA platforms in the US.

Sanmina Completes Acquisition of AMD’s ZT Systems Data Center Manufacturing Business

By Amit Chowdhry ● Oct 27, 2025

Sanmina announced that it has completed its acquisition of the ZT Systems data center infrastructure manufacturing business from AMD. This transformational move positions the company as a leader in the fast-growing Cloud and AI infrastructure market.

Prime Pensions Buys Presberg Pensions To Expand National Presence

By Amit Chowdhry ● Oct 27, 2025

Prime Pensions, a leading independent provider of retirement plan administration, consulting, and compliance services, announced the acquisition of Presberg Pensions, a third-party administrator based in Westlake Village, California. The acquisition marks a significant milestone in Prime Pensions’ strategic expansion across the U.S. and solidifies its presence in one of the nation’s largest retirement plan markets. Financial terms of the transaction were not disclosed.

Insigneo To Buy Reader Accounts Of VectorGlobal, Adding Over $4 Billion In Client Assets

By Amit Chowdhry ● Oct 27, 2025

Insigneo Financial Group announced it has agreed to acquire the client accounts of VectorGlobal Wealth Management Group (VectorGlobal WMG) and its registered investment adviser affiliate, VectorGlobal IAG.

Marex Group To Buy Valcourt For Enhancing Fixed Income Market-Making Platform

By Amit Chowdhry ● Oct 27, 2025

Marex Group announced that it has agreed to acquire Valcourt SA, a Geneva-based fixed-income market-making firm specialising in high-yield, subordinated, emerging-market, private, illiquid, and sustainable debt instruments.

Woodland Gourmet Buys International Spices For Expanding Custom Seasoning Capabilities

By Amit Chowdhry ● Oct 27, 2025

Woodland Gourmet, a provider of custom culinary solutions and specialty ingredients, announced it has acquired International Spices, a developer of custom seasoning blends designed for snacks, proteins, and prepared foods. The acquisition broadens Woodland’s portfolio with high-impact blends—from potato chip seasonings and mozzarella stick coatings to signature wing dry rubs and sauce mixes. It deepens its ability to deliver value-added and customized solutions at scale.

MTX Buys VerifyID.ai For Expanding AI-Based Digital Identity Verification For The Public Sector

By Amit Chowdhry ● Oct 27, 2025

MTX Group, a global technology consulting firm, announced the acquisition of VerifyID.ai, an AI-based digital identity verification platform designed for the public sector. The acquisition is aimed at enhancing MTX Group’s artificial intelligence and cybersecurity capabilities while deepening its footprint in trusted digital identity solutions for government agencies and enterprises.

AlphaCore Onboards $1.5 Billion Firm SPC Financial Team To Expand East Coast Reach

By Amit Chowdhry ● Oct 27, 2025

Independent registered investment advisory firm AlphaCore Wealth Advisory announced it is acquiring SPC Financial, a Rockville, Maryland-based wealth-advisory and tax-services firm. The deal brings approximately $1.5 billion in client assets and expands AlphaCore’s team by nearly 40 professionals, including advisors and tax specialists.

Plymouth Industrial REIT To Go Private In $2.1 Billion With Makarora and Ares

By Amit Chowdhry ● Oct 27, 2025

Plymouth Industrial REIT announced it has entered into a definitive merger agreement under which entities affiliated with Makarora Management and Ares Management Corporation’s alternative credit funds will acquire all outstanding shares of Plymouth common stock and the limited partnership interests of Plymouth Industrial OP for $22 per share in cash, in a transaction valued at approximately US$2.1 billion, including the assumption of certain debt.