Mergers & Acquisitions

Citi: 25% Stake In Banamex Sold To Fernando Chico Pardo For $2.3 Billion

By Amit Chowdhry ● Sep 30, 2025

Citi took a significant step forward in its planned divestiture of its Mexican consumer banking unit on Monday, announcing that it has reached an agreement to sell a substantial equity stake in Grupo Financiero Banamex. A company wholly owned by prominent investor Fernando Chico Pardo and members of his immediate family has agreed to purchase the stake, marking the beginning of a new strategic relationship.

EA Acquired For $55 Billion By Investor Consortium

By Amit Chowdhry ● Sep 29, 2025

Interactive gaming giant Electronic Arts has announced that an investor consortium will acquire it. This consortium comprises the Public Investment Fund of Saudi Arabia, Silver Lake, and Affinity Partners. The deal is valued at approximately $55 billion and marks one of the most significant mergers in the entertainment sector in recent history.

DB Insurance Buying Specialty Insurer Fortegra In $1.65 Billion Deal

By Amit Chowdhry ● Sep 29, 2025

DB Insurance, led by CEO Jong-Pyo Jeong, in collaboration with Tiptree and Warburg Pincus, recently announced a definitive agreement for DB Insurance to acquire 100% of the outstanding shares of The Fortegra Group. Fortegra, a specialty insurer based in the United States, will be acquired for approximately $1.65 billion, equivalent to roughly KRW 2.3 trillion. This substantial transaction will be financed entirely through DB Insurance's internal cash reserves. This monumental deal represents the largest entry into the U.S. market by a Korean non-life insurer to date, signifying a significant strategic move in the global insurance landscape.

Integral Ad Science Acquired By Novacap In $1.9 Billion Deal

By Amit Chowdhry ● Sep 26, 2025

Integral Ad Science, a global platform specializing in media measurement and optimization, recently announced a significant development. The company has entered into a definitive agreement to be acquired by Novacap, a leading North American private equity firm, through an all-cash transaction. This deal values Integral Ad Science at approximately $1.9 billion. The acquisition is expected to pave the way for further growth at Integral Ad Science as it continues to invest in AI-first technology.

Sagard And Unigestion Merging To Form $23+ Billion Private Equity Firm

By Amit Chowdhry ● Sep 26, 2025

Sagard, a global alternative asset manager, and Unigestion, a renowned European private equity firm specializing in the middle market, have announced their intention to combine their private equity operations. This strategic merger is set to create a new global leader in providing private equity investment solutions for the middle market. The newly formed platform will oversee more than $23 billion in private equity assets and will significantly broaden its geographical reach and the variety of products offered.

Office Depot To Go Private in $1 Billion Acquisition By Atlas Holdings

By Amit Chowdhry ● Sep 25, 2025

The ODP Corporation - a leading provider of products, services, and technology solutions through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores - has entered into a definitive agreement to be acquired by an affiliate of Atlas Holdings, a well-established entity that owns and actively operates a diverse global portfolio of manufacturing and distribution businesses. This strategic acquisition will see Atlas Holdings purchasing The ODP Corporation for a cash price of $28 per share.

Premier To Be Acquired By Patient Square For $2.6 Billion

By Amit Chowdhry ● Sep 25, 2025

Premier, a company dedicated to leveraging technology for the betterment of healthcare, has announced it has entered into a definitive agreement to be acquired for $2.6 billion. The purchasing entity is an affiliate of Patient Square Capital, a move that signals a new and transformative chapter for Premier's future operations and strategic direction.

ROLLER Acquires BookNow Software For Expanding European Presence

By Amit Chowdhry ● Sep 25, 2025

ROLLER, a leading all-in-one platform for managing venues, has announced its acquisition of BookNow Software, a booking and operations platform based in the UK. This strategic move is poised to accelerate ROLLER's overarching mission to bring more enjoyment to people worldwide by empowering venue operators to grow their businesses more quickly and deliver truly exceptional experiences for their guests.

E Source Buying CF Power To Strengthen Grid Modernization Capabilities

By Amit Chowdhry ● Sep 25, 2025

E Source, a company dedicated to providing solutions for utilities in customer engagement, grid management, and technology, has recently completed the acquisition of CF Power. CF Power is a power systems engineering firm known for its work in modernizing electrical grids and conducting crucial interconnection studies.

Clearspan Buys AveriStar To Enhance Cloud Communication Solutions

By Amit Chowdhry ● Sep 25, 2025

Clearspan, a leading innovator in cloud-based communication and collaboration technologies, including voice, video, chat, and other collaborative tools, has officially announced its acquisition of AveriStar. This deal was completed through a private agreement between the two companies. Both Clearspan and AveriStar have established themselves as specialists in delivering sophisticated cloud-based Unified Communication (UC) solutions, catering to the needs of Service Providers and large organizations with multiple locations.

Axon To Buy AI-Based 911 Communications Company Prepared

By Amit Chowdhry ● Sep 25, 2025

Axon, a leading global technology provider for public safety organizations, has announced a significant strategic move with its definitive agreement to acquire Prepared. This acquisition brings an innovative, AI-powered emergency communications platform into Axon's comprehensive ecosystem, aiming to revolutionize how 911 calls are managed and how emergency services respond.

Wellesley Asset Management Buys Halbert Wealth, Expanding into Texas

By Amit Chowdhry ● Sep 25, 2025

Wellesley Asset Management, a renowned independent SEC-registered Investment Advisor, is a leading firm in providing wealth management and investment management services. The firm has officially announced its recent acquisition of Halbert Wealth. Halbert Wealth is also an SEC-registered Investment Advisor, recognized for its strong focus on client relationships and its significant presence within its region.

Thoma Bravo Acquiring PROS Holdings In $1.4 Billion Deal

By Amit Chowdhry ● Sep 25, 2025

PROS Holdings, a leading company specializing in artificial intelligence-powered software solutions for pricing and selling, and Thoma Bravo, a prominent investment firm focused on software, have officially announced a definitive agreement. Under this agreement, PROS will be acquired by Thoma Bravo in an all-cash transaction, valuing PROS at approximately $1.4 billion.

Ciena To Buy Nubis Communications In $270 Million Deal

By Amit Chowdhry ● Sep 25, 2025

Ciena, a leader in high-speed connectivity solutions, has officially announced its definitive agreement to acquire Nubis Communications. Nubis is a privately-held company based in New Providence, New Jersey, and its acquisition is set to significantly enhance Ciena’s capabilities within the rapidly expanding data center market. The primary focus of Nubis is on developing high-performance, compact, and energy-efficient optical and electrical interconnects, specifically designed to support the demanding requirements of AI workloads. This strategic acquisition will not only broaden Ciena’s existing portfolio but also bring in valuable talent, allowing the company to address an even wider array of opportunities within data center environments.

Sempra Infrastructure Partners: 45% Stake Sold For $10 Billion

By Amit Chowdhry ● Sep 24, 2025

Sempra has recently unveiled a series of significant strategic initiatives that are designed to propel its corporate strategy forward. The company is actively pursuing five key value creation programs with the overarching goals of streamlining its operational framework, enhancing its financial performance, and systematically reducing inherent business risks.

V2X Expands National Security Capabilities With QinetiQ Acquisition

By Amit Chowdhry ● Sep 24, 2025

V2X has completed its acquisition of QinetiQ's U.S. Intelligence business, a strategic move that significantly enhances V2X's capabilities in the national security sector. This acquisition brings valuable expertise in areas such as data engineering, intelligence mission support, and cutting-edge cyber solutions, all of which are crucial for serving the Intelligence Community effectively.

Morningstar: $375 Million Strategic Acquisition Of CRSP From The University Of Chicago

By Amit Chowdhry ● Sep 24, 2025

Morningstar has announced an exciting development that will significantly reshape its presence in the global indexing arena. The company has agreed to acquire the Center for Research in Security Prices (CRSP) from the University of Chicago for a substantial sum of $375 million. This strategic move is expected to elevate Morningstar to one of the largest index providers for public US equity index funds, marking a pivotal moment in its market trajectory.

Odeko Acquires Six Degrees Coffee And Launches Mobile Supply App

By Amit Chowdhry ● Sep 24, 2025

Odeko, a leading operations and technology partner dedicated to supporting thousands of local coffee shops, cafes, and various other food and beverage businesses nationwide, has recently announced a significant acquisition. The company has successfully acquired Six Degrees Coffee Service & Distribution, a specialty distributor headquartered in Chico, California. This strategic move is set to enhance Odeko's footprint and service capabilities, particularly on the West Coast.

Pfizer Buying Metsera For Up To $7.3 Billion

By Amit Chowdhry ● Sep 24, 2025

Pfizer, a global leader in the pharmaceutical industry, has announced a significant move to strengthen its position in the rapidly evolving market for obesity and cardiometabolic treatments. The company has entered into a definitive agreement to acquire Metsera. This clinical-stage biopharmaceutical company has been at the forefront of developing innovative, next-generation medicines in this critical area of health.

Compass Merging With Anywhere To Create $10 Billion Real Estate Giant

By Amit Chowdhry ● Sep 23, 2025

Compass and Anywhere Real Estate have announced a definitive agreement to merge in an all-stock transaction, creating one of the largest residential real estate platforms in the world. The combined company is expected to have an enterprise value of approximately $10 billion, including the assumption of debt.

La Caisse To Buy Edify Energy To Advance Clean Energy in Australia

By Amit Chowdhry ● Sep 22, 2025

Edify Energy, a leading renewable energy and battery storage company based in Australia, is set to be acquired by global investment group La Caisse, formerly known as CDPQ. The two companies have entered into binding agreements that will not only transfer ownership of Edify but also provide substantial financial backing for its future growth. After finalization, the dea; and accompanying equity funding will represent an investment of approximately 1 billion Canadian dollars, or roughly 1.1 billion Australian dollars.

Flight Health Buying Alteris Health To Advance AI Operating System For Medical Practices

By Amit Chowdhry ● Sep 22, 2025

Flight Health, a company focused on using artificial intelligence to support independent medical practices, has announced its acquisition of Alteris Health. Alteris is recognized for its healthcare automation tools, which significantly reduce administrative work, sometimes by as much as 70%. This acquisition marks a significant step forward in Flight Health’s mission to create a fully integrated AI operating system for medical professionals.

Dow Jones Buying EV Charging Station Data Company Eco-Movement

By Amit Chowdhry ● Sep 22, 2025

Dow Jones has announced its acquisition of Eco-Movement, a leading platform that specializes in providing data about electric vehicle (EV) charging stations. This strategic move allows Eco-Movement to operate as part of OPIS, Dow Jones’s expanding division focused on energy solutions.

Kennedy Wilson Expanding Reach Through $347 Million Acquisition Of Toll Brothers’ Apartment Living Platform

By Amit Chowdhry ● Sep 22, 2025

Kennedy Wilson, a global investment company specializing in real estate, has announced an exciting new agreement to acquire the Apartment Living platform of Toll Brothers. This platform encompasses not only an in-house development team but also interests in a diverse portfolio of completed properties and ongoing projects. The total cost of this acquisition is set at $347 million.

Roche To Buy 89bio For Up To $3.5 Billion

By Amit Chowdhry ● Sep 22, 2025

Roche, a leading global pharmaceutical company, has announced that it has reached an agreement to acquire 89bio, Inc., a biopharmaceutical firm listed on Nasdaq under the ticker ETNB. 89bio is known for its focus on developing treatments for liver diseases and other cardiometabolic conditions. One of its key products, pegozafermin, is a specialized drug designed to replicate a natural protein known as fibroblast growth factor 21 (FGF21). This drug is currently in the final stages of development and aims to provide treatment options for patients suffering from Metabolic Associated Steatotic Liver Disease (MASH), specifically targeting those with moderate to severe liver fibrosis, as well as patients with cirrhosis.

Radian To Buy Inigo In $1.7 Billion Deal To Advance Specialty Insurance Services

By Amit Chowdhry ● Sep 22, 2025

Radian Group has recently announced an important decision to expand its operations by entering into a definitive agreement to purchase Inigo Limited, a successful specialty insurer operating in the Lloyd's market. This acquisition is valued at $1.7 billion and will primarily be conducted through cash transactions. The financial resources for this deal will come from Radian’s existing liquidity and excess capital available from its subsidiaries.

Keensight Capital Buys Majority Stake In Isto Biologics

By Amit Chowdhry ● Sep 22, 2025

Keensight Capital, a private equity manager specializing in pan-European Growth Buyout investments, has made an important announcement regarding its acquisition of a majority stake in Isto Biologics. Isto is a regenerative MedTech company that focuses on developing and manufacturing innovative orthobiologic products aimed at improving patient healing times. This acquisition comes from Thompson Street Capital Partners, which will continue to maintain a minority stake in the company, alongside Isto's management team.

Uniting Wealth Partners Brings In $235 Million AUM Team

By Amit Chowdhry ● Sep 21, 2025

Uniting Wealth Partners (UWP), an Registered Investment Advisor (RIA) succession incubator supported by the Wealth Advisor Growth Network (WAGN), has announced an exciting development: Rick and Alecia Dougherty have officially joined the firm, bringing along their well-established practice based in Rochester, New York, which manages an impressive $235 million in assets under management (AUM).

Atlassian Buying Engineering Intelligence Company DX For About $1 Billion

By Amit Chowdhry ● Sep 20, 2025

Atlassian Corporation, a prominent provider of team collaboration and productivity software, has announced a significant strategic move to acquire DX, a leader in engineering intelligence. This acquisition is designed to enhance the capabilities of both companies, enabling enterprises to gain deeper insights into how their investments in artificial intelligence (AI) are benefiting engineering teams and improving their operational efficiency.

I Squared Capital Buys Majority Stake In ENTEK For $800 Million

By Amit Chowdhry ● Sep 20, 2025

I Squared Capital has announced the signing of a definitive agreement to acquire a majority equity interest in ENTEK Technology Holdings LLC (“ENTEK”). ENTEK is recognized as a leading global manufacturer of battery separators, which are essential components in various battery technologies.