Mergers & Acquisitions

Datasite Buys Agentic AI Company Blueflame

By Amit Chowdhry ● Jul 26, 2025

Datasite, a global SaaS provider of AI-powered workflow solutions for M&A, announced it acquired Blueflame AI, a provider of agentic AI solutions for investment and finance. The terms were undisclosed.

EP Wealth Brings In $1.2 Billion Team Rappaport Reiches

By Amit Chowdhry ● Jul 26, 2025

EP Wealth Advisors, a fee-only RIA, announced a partnership with Chicago-based Rappaport Reiches Capital Management (RRCM), adding over $1.2 billion in assets to its Chicago operations.

Bluespring Wealth Partners Onboards $364 Million Firm Halcyon

By Amit Chowdhry ● Jul 26, 2025

Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, which manages $364 million and is affiliated with Kestra Financial.

Carlyle Acquires IT Consulting Company Adastra

By Amit Chowdhry ● Jul 26, 2025

Adastra Group, a global IT consultancy specializing in AI, data, and cloud services, announced Carlyle will acquire a majority stake, pending regulatory approvals.

Mercantile Bank And Eastern Michigan Financial Announce Merger Agreement

By Amit Chowdhry ● Jul 26, 2025

Mercantile Bank and Eastern Michigan Financial Corporation (EFIN) announced a merger valued at approximately $95.8 million, combining EFIN and its subsidiary, Eastern Michigan Bank, with Mercantile Bank. The merged entity, as of June 30, 2025, will have $6.7 billion in assets, $4.9 billion in loans, and $5.2 billion in deposits.

Echelon Fitness Buying B2B Fitness Streaming Company FORTË

By Amit Chowdhry ● Jul 25, 2025

Echelon Fitness has acquired FORTË, a B2B fitness streaming platform, rebranding it as "ELEVATE by Echelon." This enhances Echelon's ability to deliver personalized fitness content at scale and expand into SaaS and commercial markets globally.

Launch Potato: Acquisition Of Only In Your State

By Amit Chowdhry ● Jul 25, 2025

Launch Potato has acquired Only In Your State, a leading source for hyperlocal travel stories and community-driven content. Celebrating its tenth year, the page began in 2015 as an Ohio travel social media platform, now reaching over 4 million monthly readers.

White Label Communications Acquires Optichannel AI-Based Contact Center Communications Company Grupo NGN

By Amit Chowdhry ● Jul 25, 2025

White Label Communications (WLC), a leader in white-label UCaaS, CPaaS, and CCaaS, acquired Grupo NGN, a provider of AI-based contact center solutions. This boosts WLC's private-label voice offerings and enhances CCaaS capabilities, fueling growth.

Virtusa: Strategic Acquisition Of Sincera

By Amit Chowdhry ● Jul 25, 2025

Virtusa acquired Sincera Technologies, a telecom-focused digital transformation firm, to strengthen its position. Sincera's expertise in automation, network optimization, data engineering, 5G, OSS/BSS, and blue planet complements Virtusa's offerings, improving solutions for telecom and media clients.

Sanofi Buying Vaccine Biotech Company Vicebio For Up To $1.6 Billion

By Amit Chowdhry ● Jul 25, 2025

Vicebio, a biopharmaceutical firm developing vaccines against respiratory viruses, announced it will be acquired by Sanofi in a deal where shareholders could receive up to $1.6 billion, including a $1.15 billion upfront and $450 million in milestone payments.

HPI: Acquisition Of MedCost

By Amit Chowdhry ● Jul 25, 2025

HPI, a leader in self-funded health plans, acquired MedCost, a North Carolina-based TPA and PPO network, expanding its reach, network options, and healthcare solutions for Southeast employers.

Corpay Buying Alpha Group In $2.2 Billion Deal

By Amit Chowdhry ● Jul 25, 2025

Corpay announced that it has reached an agreement for a cash acquisition of Alpha Group, valuing Alpha at approximately $2.2 billion. Alpha provides B2B cross-border FX solutions and holds around $3 billion in deposits across 7,000 accounts.

KX Acquired By TA Associates In £570 Million Deal

By Amit Chowdhry ● Jul 25, 2025

KX, a leader in real-time, AI-driven analytics, is now majority-owned by TA Associates, which acquired FD Technologies, its parent company.

Osaic: Majority Stake Acquired In $700 Million Team Innovative Wealth

By Amit Chowdhry ● Jul 25, 2025

Osaic, a major wealth management firm, acquired a majority stake in Innovative Wealth Team, which manages about $700 million.

Accenture To Buy Maryville Consulting Group To Advance Product Operations

By Amit Chowdhry ● Jul 25, 2025

Accenture will acquire Maryville Consulting Group, a US-based tech consultancy specializing in growth strategy, digital operations, and TBM.

Marex Group To Buy Winterflood Securities In £103.9 Million Deal

By Amit Chowdhry ● Jul 25, 2025

Marex Group plans to acquire Winterflood Securities from Close Brothers for about £103.9 million. Winterflood, a leading UK equity market maker with a market share of approximately 15%, serves over 400 institutional clients and enhances client connections through its platform.

Legacy Brands Buying BRIX Holdings

By Amit Chowdhry ● Jul 25, 2025

BRIX Holdings, a Dallas-based multi-brand franchising company specializing in food service chains, has been acquired by Legacy Brands International, managed by Amol Kohli, a multi-unit franchisee of Friendly's Restaurants. The deal includes brands such as Friendly's, Clean Juice, Orange Leaf, Red Mango, Smoothie Factory + Kitchen, Souper Salad, and Humble Donut Co.

Compass Group To Buy Vermaat In €1.5 Billion Deal

By Amit Chowdhry ● Jul 24, 2025

Compass Group has agreed to acquire Vermaat Groep B.V. for approximately €1.5 billion. Vermaat is a premium food services company in Europe, recognized for its customized on-site food concepts and robust retail expertise. As a market leader in the Netherlands with expanding operations in Germany and France, Vermaat offers Compass a unique opportunity for sustainable growth in Europe.

Pinnacle Financial And Synovus To Combine In $8.6 Billion Deal

By Amit Chowdhry ● Jul 24, 2025

Pinnacle Financial Partners and Synovus Financial have announced a merger in an all-stock transaction valued at $8.6 billion, based on the closing prices as of July 21, 2025. This merger will form the highest-performing regional bank in the Southeast.

Insignia To Be Acquired By CC Capital In $2.2 Billion Deal

By Amit Chowdhry ● Jul 24, 2025

Insignia Financial, one of Australia’s largest wealth management firms, has been acquired by New York-based CC Capital Partners for approximately A$3.3 billion (US$2.2 billion).

Polymarket Buying CFTC-Licensed Exchange And Clearinghouse QCEX For $112 Million

By Amit Chowdhry ● Jul 24, 2025

Polymarket, one of the largest prediction markets, announced it has acquired the holding company of a derivatives exchange licensed by the Commodity Futures Trading Commission (QCX, LLC) and its clearinghouse (QC Clearing) for $112 million.

Chorus Aviation To Buy Elisen & Associates

By Amit Chowdhry ● Jul 24, 2025

Chorus Aviation announced its plan to acquire Elisen & Associates, a Montreal-based leader in aerospace engineering and certification services.

Vicinity Buys DanTech Services To Enhance Operational Depth

By Amit Chowdhry ● Jul 24, 2025

Vicinity acquired DanTech Services, combining two top Managed IT providers into a single, performance-driven tech organization. This move boosts Vicinity’s growth, operational reach, and ability to deliver enterprise solutions quickly and reliably.

Accenture Buys Aristal To Enhance Banking Capabilities In Malaysia

By Amit Chowdhry ● Jul 24, 2025

Accenture acquired Aristal, a Malaysia-based consulting firm specializing in financial services, marking its first banking-focused deal in the country.

Asbury Automotive: $1.45 Billion Acquisition Of Herb Chambers Dealerships Completed

By Amit Chowdhry ● Jul 23, 2025

Asbury Automotive Group has completed the acquisition of The Herb Chambers Companies (HCC), the sixteenth-largest privately owned dealership group in the U.S.

Carlyle To Buy IT Consultancy Adastra

By Amit Chowdhry ● Jul 22, 2025

Global investment firm Carlyle has announced its acquisition of a majority stake in Adastra Group SE, a global IT consultancy specializing in data, cloud, and AI transformations, in partnership with its founders.

Strategy (Formerly MicroStrategy) Now Owns About 3% Of Bitcoin Supply

By Amit Chowdhry ● Jul 22, 2025

Strategy (the company previously known as MicroStrategy) runs a dual business model. The company offers enterprise analytics software and also has an aggressive Bitcoin Treasury Strategy. These strategies are driven by Strategy co-founder and Executive Chairman Michael Saylor, who has become an outspoken advocate of Bitcoin.

RBC Bearings: $275 Million Acquisition Of VACCO Industries Completed

By Amit Chowdhry ● Jul 22, 2025

RBC Bearings, an international manufacturer renowned for its highly engineered precision bearings, components, and integral systems for the aerospace, defense, and industrial sectors, has officially announced the successful completion of its previously disclosed acquisition of VACCO Industries.

NAVEX: Majority Stake Acquired By Investor Consortium

By Amit Chowdhry ● Jul 22, 2025

NAVEX, a global leader in ethics, risk, and compliance management software, has announced a definitive agreement for Goldman Sachs Alternatives' Private Equity division to acquire a majority stake from BC Partners and Vista Equity Partners. Funds managed by Blackstone’s private equity strategy will also invest significantly as a minority stakeholder.

IQ-EQ Buying Cross-Border Fund Platform Gordian Capital

By Amit Chowdhry ● Jul 22, 2025

IQ-EQ, part of the Astorg portfolio, has acquired Gordian Capital, Asia’s leading institutional cross-border fund platform. Serving asset managers, sovereign wealth funds, family offices, and corporations, Gordian invests in private equity and real estate.