Mergers & Acquisitions

Sanctuary: $1.2 Billion Team Dial Square Private Wealth Onboarded

By Amit Chowdhry ● Aug 19, 2025

Sanctuary Wealth has announced the addition of Dial Square Private Wealth to its network of partner firms. Based in Orange County, California, Dial Square manages $1.2 billion in client assets and was co-founded by Jim Chiate and Tony Guinane, who previously collaborated at Merrill Lynch and UBS.

Accenture To Buy CyberCX And The Highlands Consulting Group

By Amit Chowdhry ● Aug 19, 2025

Accenture has announced that it has successfully reached an agreement to acquire two firms: CyberCX, a leading cybersecurity consultancy, and The Highlands Consulting Group, known for its expertise in strategic consulting. These acquisition aims to enhance Accenture's capabilities and broaden its service offerings in the rapidly evolving fields of cybersecurity and management consulting.

Advent To Buy U-blox For $1.3 Billion

By Amit Chowdhry ● Aug 18, 2025

u-blox Holding has announced a binding agreement with ZI Zenith, which will launch a public tender offer to acquire all publicly held registered shares of u-blox for CHF 135.00 per share in cash. This offer represents a 53% premium over the average share price for the last six months and a 32% premium over the average of the previous 60 trading days preceding the media reports about the deal.

Soho House: $2.7 Billion Deal To Go Private

By Amit Chowdhry ● Aug 18, 2025

Soho House, an exclusive high-end members' club operator, is poised to transition to private ownership through a significant $2.7 billion deal spearheaded by MCR Hotels, a hotel investment firm based in New York. This decision is a response to a tumultuous market environment and persistent financial challenges.

L&G And Federated Hermes Merging $6.37 Billion Property Funds

By Amit Chowdhry ● Aug 18, 2025

Financial services company Legal & General (L&G) and property investment trust Federated Hermes Property Unit Trust (FHPUT) have announced the merger of their UK property funds. This strategic move results in a combined portfolio valued at approximately £4.7 billion ($6.37 billion), strengthening their market position.

Lennox: $550 Million Deal For The HVAC Division Of NSI Industries

By Amit Chowdhry ● Aug 18, 2025

Lennox, a leader in the field of energy-efficient climate control solutions, has entered into a definitive agreement to acquire the HVAC division of NSI Industries from Sentinel Capital Partners for approximately $550 million.

Platinum Equity To Buy Airlines Connectivity Solution Company Anuvu

By Amit Chowdhry ● Aug 18, 2025

Platinum Equity announced that it has signed a definitive agreement to acquire Anuvu, a leading provider of global entertainment and high-speed connectivity solutions for airlines, VIP/VVIP aircraft, cruise lines and other mobility end-markets.

RWA: $344 Million Firm Moirai Wealth Management Acquired

By Amit Chowdhry ● Aug 18, 2025

RWA Wealth Partners, a leading national independent boutique wealth management firm that currently manages $18 billion in client assets, has made a significant strategic move by acquiring Moirai Wealth Management. Moirai, based in San Francisco, is an independent registered investment advisor (RIA) that oversees $344 million in assets under management.

IFS Acquiring AI-Based Supply Chain Solutions Company 7bridges

By Amit Chowdhry ● Aug 18, 2025

IFS, a leader in Industrial AI software, has acquired 7bridges, an AI-powered supply chain management solution. This acquisition enhances IFS’s logistics and transportation optimization capabilities.

Nexsys To Buy Palomar Billing Services

By Amit Chowdhry ● Aug 18, 2025

Nexsys Billing & Practice Management, a leading provider of technology-driven revenue cycle solutions for physician practices, has announced the acquisition of Palomar Billing Services, located in San Diego, CA.

Raymond James: $180 Million Father-Son Team Onboarded

By Amit Chowdhry ● Aug 18, 2025

Raymond James has announced the addition of experienced financial advisors Raymond "Ray" Croteau and Joseph "Joe" Croteau, CFP, to its independent advisor channel, Raymond James Financial Services (RJFS). This development was revealed by Alex David, the Northeast Divisional Director for RJFS, highlighting the firm’s ongoing commitment to expanding its network of skilled financial professionals.

Corient: $1.54 Billion Messick Peacock & Associates Team Onboarded

By Amit Chowdhry ● Aug 18, 2025

Corient, a leading national wealth management firm, has added the Dallas-based advisory team Messick Peacock & Associates, which manages $1.54 billion in assets. This acquisition bolsters Corient’s presence in the Southwest and enhances support for business owners and entrepreneurs in the Dallas-Fort Worth area.

Advent: $400 Million Deal For Coherent’s Aerospace And Defense Business

By Amit Chowdhry ● Aug 18, 2025

Coherent, a leader in photonics, has agreed to sell its Aerospace and Defense business to Advent for $400 million. The proceeds will help reduce Coherent’s debt and enhance its earnings per share (EPS).

Alchelyst And Lyra Client Solutions To Merge

By Amit Chowdhry ● Aug 17, 2025

Alchelyst, a full-service fund administrator for alternative asset managers, is merging with Lyra Client Solutions, a tech-driven client servicing firm spun out from Apollo. This new platform aims to enhance the investor experience in private markets and is set to close in the fourth quarter of 2025, pending customary conditions.

Allegion Buying Residential Security Hardware Provider Brisant

By Amit Chowdhry ● Aug 16, 2025

Allegion, a leader in the security products and solutions industry, has recently expanded its portfolio through the acquisition of Brisant Secure Limited (Brisant), a prominent player in the UK’s security hardware market. This acquisition was made possible through one of Allegion's subsidiaries, signaling a strategic move to strengthen its foothold in the region.

THL Buying Headlands Research From KKR

By Amit Chowdhry ● Aug 16, 2025

THL Partners, a leading private equity firm focused on middle-market growth companies, has entered into a definitive agreement to acquire Headlands Research, a prominent multinational network of clinical trial sites, from KKR. This partnership aims to enhance Headlands' technology and infrastructure, improving its ability to deliver high-quality clinical trial data for pharmaceutical and biotech sponsors.

NIU Invest: Acquisition Of Majority Stake In Critical Metals Completed

By Amit Chowdhry ● Aug 16, 2025

NIU Invest SE, led by Austrian investor Cevdet Caner, has completed its subscription for new Ordinary Shares in Critical Metals PLC, acquiring 61,402,390 shares and securing a majority stake of 60.34%.

Fitch Learning To Buy Moody’s Analytics Learning Solutions And The Canadian Securities Institute

By Amit Chowdhry ● Aug 16, 2025

Fitch Learning, a leader in financial education and certifications, has agreed to acquire two businesses from Moody’s: Moody’s Analytics Learning Solutions (MALS), which specializes in credit training, and the Canadian Securities Institute (CSI), a key provider of professional certifications in Canada.

HR Path: Strategic Acquisition Of RKM Consulting

By Amit Chowdhry ● Aug 16, 2025

HR Path, a global leader in HR consulting and HRIS solutions, has strategically acquired RKM Consulting, an Australian company specializing in SAP SuccessFactors implementation.

26North: Acquisition Of AVI-SPL Completed

By Amit Chowdhry ● Aug 16, 2025

26North Partners, founded by Josh Harris, has acquired AVI-SPL, a leader in audio-visual (AV) and unified communications (UC) technologies.

Fundwell Buying Flexible Payment Solutions Company EveryStreet

By Amit Chowdhry ● Aug 16, 2025

Fundwell, a leading fintech platform that offers fast and flexible business financing, has acquired EveryStreet, an innovator in accounts receivable (A/R) and accounts payable (A/P) management. This acquisition brings EveryStreet’s team, including co-founders Logan Shedd, Scott Priddy, and Kevin Park, into Fundwell to enhance its technology and product offerings nationwide.

Gridiron Capital Partners Buying ABC Legal Services

By Amit Chowdhry ● Aug 16, 2025

Gridiron Capital, an investment firm focused on partnering with founders and management teams, has acquired ABC Legal Services, a leading provider of service of process (SOP) and court filing solutions, from Aquiline. This partnership combines ABC Legal's innovative approach with Gridiron’s expertise.

Infineon: $2.5 Billion Acquisition Of Marvell’s Automotive Ethernet Business Completed

By Amit Chowdhry ● Aug 16, 2025

Marvell Technology has announced the sale of its Automotive Ethernet business to Infineon Technologies for $2.5 billion in cash. The deal closed eleven days into Marvell's third quarter of fiscal 2026, during which the Automotive Ethernet business generated mid-single-digit millions in revenue. Effective August 15, 2025, Marvell will no longer report any contributions from this business.

InfraRed Capital Partners To Buy Data Center Business From Rogers

By Amit Chowdhry ● Aug 16, 2025

InfraRed Capital Partners, an international infrastructure asset manager, has agreed to acquire Rogers Communications' data center business as part of its value-add strategy.

MARA Investing About $168 Million For 64% Stake In Exaion

By Amit Chowdhry ● Aug 16, 2025

MARA Holdings has entered into an investment agreement with EDF Pulse Ventures to acquire a 64% stake in Exaion, a subsidiary of EDF, with an option to increase ownership to 75% by 2027.

Workday Buying Low-Code Platform Flowise

By Amit Chowdhry ● Aug 15, 2025

Workday, an AI platform for managing people, finances, and agents, has announced its acquisition of Flowise. Flowise is a low-code platform that streamlines the development of AI agents, ranging from basic chatbots to complex automated workflows.

Westland Insurance Buying Paul Ayotte

By Amit Chowdhry ● Aug 14, 2025

Westland Insurance, one of Canada's largest brokerages, acquired Paul Ayotte Insurance Brokers Ltd (PAIB) on August 1. This move expands Westland's reach in Ontario and strengthens its national property and casualty (P&C) offerings.

Blue Sea Capital Buying MicroCare

By Amit Chowdhry ● Aug 14, 2025

Blue Sea Capital announced that it has acquired MicroCare Holdings. The terms of the transaction were not disclosed.

WOW! Being Taken Private In $1.5 Billion Deal

By Amit Chowdhry ● Aug 14, 2025

WideOpenWest (WOW!), a major U.S. broadband provider, has agreed to be acquired by DigitalBridge Investments and Crestview Partners for $5.20 per share in an all-cash deal valued at around $1.5 billion.

Diginex To Buy Fundings In $305 Million Deal

By Amit Chowdhry ● Aug 14, 2025

Diginex Limited, a provider of Sustainability RegTech solutions, has signed a non-binding MOU to acquire 100% of IDRRA Cyber Security Ltd. (Findings), which is backed by Magenta Venture Partners and specializes in supply chain risk monitoring and vendor risk automation for cybersecurity and sustainability. This acquisition supports Diginex’s mission to expand its technological capabilities in compliance data verification and regulatory automation.