Mergers & Acquisitions

Sanctuary Wealth Onboards $260 Million Firm OPT Wealth Management

By Amit Chowdhry ● Apr 11, 2026

Sanctuary Wealth announced that it has welcomed OPT Wealth Management, founded by Kyle Vasel, to its platform. The move highlights the firm's continued momentum as it attracts experienced advisors seeking greater independence, flexibility, and control over their businesses.

Merit Financial Advisors Acquires $586 Million Firm Strategic Retirement Plans

By Amit Chowdhry ● Apr 11, 2026

Merit Financial Advisors, a Georgia-based wealth management firm, announced that it has acquired Strategic Retirement Plans, an independent advisory firm headquartered in Billings, Montana, with an additional office in Gillette, Wyoming. The transaction adds approximately $586 million in total client assets to Merit’s platform and strengthens its footprint in key Western markets.

Prudential Advisors: Two Financial Advisors With Over $300 Million In Assets Join Network

By Amit Chowdhry ● Apr 11, 2026

Prudential Advisors, the retail arm of Prudential Financial, announced the addition of two experienced financial advisors, Keith Loegering and Brian Montalbano, who collectively bring more than $300 million in client assets to the firm. The hires reflect the company’s continued momentum in attracting established advisors seeking greater independence, enhanced support, and expanded growth opportunities.

Sikich Acquires Burwood Group To Expand IT Consulting Capabilities

By Amit Chowdhry ● Apr 11, 2026

Sikich announced that it has acquired Burwood Group, a Chicago-area IT consulting and integration firm with nearly 30 years of experience serving enterprise clients across industries, including healthcare, higher education, industrials, and financial services.

Caylent Acquires Pronetx To Expand AI-Driven Customer Experience Capabilities

By Amit Chowdhry ● Apr 11, 2026

Caylent, an Amazon Web Services Premier Tier Services Partner, has acquired Pronetx, a customer experience transformation firm specializing in Amazon Connect and AWS-native omnichannel solutions, to expand its AI-first services into customer engagement.

MSCI: Acquisition Of PM Insights Expands Private Markets Data And Transparency Capabilities

By Amit Chowdhry ● Apr 11, 2026

MSCI has acquired PM Insights, a specialist provider of private markets data and analytics, to enhance transparency and analytics capabilities in the rapidly growing private assets space.

Argano: Acquisition Of American Process Management To Expand Capital Program Governance Capabilities

By Amit Chowdhry ● Apr 11, 2026

Argano, a global specialist consultancy focused on high-performance business operations and AI-driven transformation, announced the acquisition of American Process Management (APM), a consulting firm specializing in project controls and capital program oversight for asset-intensive industries.

Hologic: $18.3 Billion Take-Private Deal Completed As Women’s Health MedTech Company Goes Private

By Amit Chowdhry ● Apr 11, 2026

Hologic, a global women’s health medical technology company, has completed its acquisition by funds managed by Blackstone and TPG in a transaction valued at up to $79 per share, officially transitioning the company to private ownership. This deal added up to about $18.3 billion.

EdgeBeam Wireless: Acquisition Of Broadspan Platform Accelerates National ATSC 3.0 Data Network Expansion

By Amit Chowdhry ● Apr 11, 2026

EdgeBeam Wireless announced it has acquired the Broadspan distribution platform from Sinclair, including its software suite and core engineering team, in a move designed to accelerate the rollout of its nationwide data delivery network leveraging ATSC 3.0 broadcast infrastructure. Financial terms of the transaction were not disclosed.

Accordion: Acquisition Of Salesforce Consulting Firm A5 To Expand AI And Multi-Cloud Capabilities

By Amit Chowdhry ● Apr 11, 2026

Accordion announced it has acquired A5, a global Salesforce Summit Partner, to expand its Salesforce capabilities, deepen its AI and data expertise, and broaden its global delivery footprint.

Acousti Engineering Company: Gamut Capital Management To Acquire Specialty Interiors Contractor

By Amit Chowdhry ● Apr 11, 2026

Gamut Capital Management has agreed to acquire Acousti Engineering Company from Ardian, marking a new phase of growth for the Southeast-focused construction services provider.

UST: Acquisition Of Workday Partner Intecrowd Strengthens AI-Driven Enterprise Capabilities

By Amit Chowdhry ● Apr 11, 2026

UST has acquired Intecrowd, an award-winning Workday partner, in a move designed to expand its enterprise application capabilities and accelerate delivery of AI-powered solutions across its global client base.