Mergers & Acquisitions

AstraZeneca Acquires Modella AI To Scale Multimodal AI And Agents Across Oncology R&D

By Amit Chowdhry ● Jan 14, 2026

Modella AI announced it has been acquired by AstraZeneca, deepening an existing partnership aimed at applying multi-modal AI foundation models and AI agents across AstraZeneca’s global oncology research and development efforts.

Integrated Adds $300 Million Pisces Wealth Team As Advisor Recruiting Push Continues

By Amit Chowdhry ● Jan 14, 2026

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, said Pisces Wealth has joined its platform, adding approximately $300 million in assets under management as Integrated continues to build recruiting momentum.

PrimeSource Brands Expands Outdoor Living Platform With Advantage Industries Acquisition

By Amit Chowdhry ● Jan 14, 2026

PrimeSource Brands, a North American provider of specialty branded building products backed by Clearlake Capital Group, announced it has acquired Advantage Industries, a Florida-based maker of gate and fence hardware focused on safety-oriented residential applications.

Valor Exterior Partners Acquires Landmark Exteriors, Expanding Into Connecticut And New York

By Amit Chowdhry ● Jan 14, 2026

Valor Exterior Partners, an exterior home services platform backed by Osceola Capital, has acquired Landmark Exteriors, a Norwalk, Connecticut-based provider of roofing, siding and related residential services across Connecticut and New York.

Agentis Longevity Acquires Arete Wellness To Build National Precision Longevity And Recovery Platform

By Amit Chowdhry ● Jan 13, 2026

Agentis Longevity has acquired Nashville-based Arete Wellness, combining two human performance and longevity platforms to expand a national footprint in precision medicine, recovery science, and proactive care for high-performing clients.

BAL Acquires Ladik Law Firm To Expand Sports And Entertainment Immigration Practice

By Amit Chowdhry ● Jan 13, 2026

BAL has acquired Ladik Law Firm, adding sports and entertainment immigration specialist Steve Ladik and his team to the corporate immigration firm’s Sports and Entertainment Practice as it expands services for professional and amateur athletes, teams, and leagues.

TruArc Partners Acquires Schill Grounds Management, Expanding Platform In Commercial Landscaping

By Amit Chowdhry ● Jan 13, 2026

TruArc Partners, a middle-market private equity firm focused on business services and specialty manufacturing, has acquired Schill Grounds Management from Argonne Capital Group. Financial terms were not disclosed.

PKF O’Connor Davies Adds Topping Kessler, Expanding Florida Footprint And Service Depth

By Amit Chowdhry ● Jan 13, 2026

PKF O’Connor Davies announced Hollywood, Florida-based Topping Kessler & Company has joined the firm, extending PKF’s national reach and adding tax, accounting, and advisory capacity in South Florida.

Smith + Howard Acquires BPS, Expanding Presence In South Carolina

By Amit Chowdhry ● Jan 13, 2026

Smith + Howard has acquired Bauknight Pietras & Stormer, P.A. (BPS), widening the Atlanta-based accounting and advisory firm’s footprint in the Southeast and adding a sizable presence in South Carolina as the firm continues an expansion strategy built around a mix of organic growth and targeted acquisitions.

O’Hara’s Son Roofing Adds CP Rankin As Third Strategic Addition Under Angeles Equity Ownership

By Amit Chowdhry ● Jan 13, 2026

O’Hara’s Son Roofing (OSR), a portfolio company of Angeles Equity Partners, said CP Rankin Inc., a commercial roofing services provider, has joined its national roofing platform, marking OSR’s third strategic addition since being acquired by an affiliate of Angeles.

Investindustrial Acquires Proveris, Expanding Push Into Pharmaceutical Testing Equipment

By Amit Chowdhry ● Jan 13, 2026

An independently managed investment subsidiary of Investindustrial Growth III SCSp has acquired Proveris Scientific Corporation, a Hudson, Massachusetts-based manufacturer of analytical testing instrumentation, software and laboratory solutions used by pharmaceutical companies to evaluate sprays and aerosols, with a particular focus on orally inhaled and nasal drug products.

Bitcoin Depot Buys Assets Of Regional Bitcoin ATM Operator Instant Coin Bank

By Amit Chowdhry ● Jan 13, 2026

Bitcoin Depot has acquired the assets of Instant Coin Bank, a regional bitcoin ATM operator with locations across Texas and Oklahoma, in a deal aimed at expanding Bitcoin Depot’s presence in the South-Central U.S. and accelerating consolidation in the fragmented bitcoin ATM market.

Raymond James Brings In $420 Million Firm Dignum Financial Partners

By Amit Chowdhry ● Jan 13, 2026

Raymond James has added Fort Worth-based Dignum Financial Partners to Raymond James Financial Services (RJFS), the firm’s independent advisor channel, bringing roughly $420 million in client assets to the platform.

Ameriprise Onboard $120 Million Firm Loveday Caruso Wealth Management Group

By Amit Chowdhry ● Jan 13, 2026

Financial advisory practice Loveday Caruso Wealth Management Group has joined the independent channel of Ameriprise Financial from LPL Financial, bringing $120 million in assets to the firm.

Juggernaut Capital Partners Sells Seed-Based Snacking Brand Go Raw To USK Capital

By Amit Chowdhry ● Jan 13, 2026

Juggernaut Capital Partners has sold Go Raw, a seed-based snacking brand known for minimally processed, clean-label products, to USK Capital, the family office of Uday Kotak, founder and former CEO of Kotak Mahindra Bank in India.

SuperAwesome Acquires Starglow Media, Expanding Into Kids And Family Audio

By Amit Chowdhry ● Jan 13, 2026

SuperAwesome, which provides data, technology, and services that help brands safely engage Gen Alpha and Gen Z, said it has acquired Starglow Media, an independent kids and family audio content ecosystem with more than 120 million annual listens across 45-plus shows.

G&A Partners Acquires Hudson Valley CPEO Ethan Allen HR Services

By Amit Chowdhry ● Jan 13, 2026

G&A Partners announced it has acquired Ethan Allen HR Services, an IRS-certified professional employer organization based in Poughkeepsie, New York, in a deal aimed at expanding G&A’s footprint in the Hudson Valley and broadening its HR, benefits, and technology offerings for small and mid-sized businesses.

CrowdStrike To Acquire Seraphic, Aiming To Turn Any Browser Into A Secure Enterprise Browser

By Amit Chowdhry ● Jan 13, 2026

CrowdStrike announced it has signed a definitive agreement to acquire Seraphic Security, positioning the deal as a move to extend its Falcon platform from endpoint protection deeper into the web browser, the environment where employees increasingly work, collaborate, and access cloud applications.

Vanderbilt University To Establish Full-Time Academic Campus In San Francisco Beginning In 2027

By Amit Chowdhry ● Jan 13, 2026

Vanderbilt University announced it plans to establish a full-time academic campus in San Francisco beginning in 2027, pending regulatory approvals, expanding the university’s national footprint and positioning the school to develop interdisciplinary academic programming in one of the world’s leading centers for technology, entrepreneurship, and creative industries.

Architectural Fabrication And Armetco Systems Merge To Build Unified Architectural Metal Solutions Platform

By Amit Chowdhry ● Jan 13, 2026

Architectural Fabrication and Armetco Systems have merged their operations, combining two Texas-based providers of architectural metal products into a single platform aimed at expanding national reach in architectural cladding, fabrication, and specialty aluminum systems.

MIRATECH Expands U.S. Catalyst Capacity With Acquisition Of Advanced Catalyst Systems

By Amit Chowdhry ● Jan 13, 2026

MIRATECH, a Tulsa, Oklahoma-based provider of emissions and acoustic control solutions for stationary engines, has acquired Advanced Catalyst Systems (ACS), a catalyst technology and emissions systems manufacturer based in Maryville, Tennessee. The deal expands MIRATECH’s U.S. catalyst manufacturing capacity and is intended to support rising demand for emissions-compliance solutions across domestic and international markets.

Stout Acquires Pointe Advisory And Launches Stout Strategy Practice

By Amit Chowdhry ● Jan 13, 2026

Stout has acquired Pointe Advisory and launched a new strategy consulting practice as it expands its advisory platform for private equity sponsors and corporate clients.

Point Wild Acquires Juraspring, A Mass Tort Lien Resolution Firm

By Amit Chowdhry ● Jan 13, 2026

Point Wild, a portfolio of security brands serving businesses and consumers, has acquired Juraspring, a mass tort lien resolution firm, in a deal the company said expands its legal services offering alongside existing units CyEx and settlement administrator Simpluris.

Applexus Acquires Lavendel Consulting To Add Pricefx Pricing Expertise To SAP And Business AI Portfolio

By Amit Chowdhry ● Jan 13, 2026

Applexus Technologies announced it has acquired Lavendel Consulting, describing the deal as a strategic move to deepen its pricing transformation capabilities and embed pricing intelligence more directly inside SAP-centric enterprise environments. Lavendel is the largest independent consulting partner focused on Pricefx implementations, and the combination is intended to unite Lavendel’s pricing specialization with Applexus’s SAP consulting, analytics, and Business AI offerings.

Dealerware Acquired By Wavecrest-Led Investor Group To Accelerate Product Development

By Amit Chowdhry ● Jan 13, 2026

Dealerware, a software platform used by automotive OEMs, retailers, and fleet operators to manage courtesy vehicles, paid rentals, and test-drive programs, has been acquired by a group of growth investors led by Wavecrest Growth Partners and Radian Capital. Additional participants include Automotive Ventures, automotive industry executives David Metter and Devin Daly, and other investors. Financial terms were not disclosed.

CI Global Asset Management To Acquire Invesco’s Canadian Fund Business Assets And Form Long-Term Partnership

By Amit Chowdhry ● Jan 13, 2026

CI Global Asset Management (CI GAM) and Invesco announced they have agreed to a transaction that will transfer management of Invesco’s Canadian investment fund lineup to CI GAM while keeping Invesco involved in portfolio management for a large portion of the platform.

Beacon Pointe Advisors Adds $2.7 Billion Firm Litman Gregory In Deal With iM Global Partner

By Amit Chowdhry ● Jan 13, 2026

iM Global Partner and Beacon Pointe Advisors said Litman Gregory Wealth Management, a $2.7 billion registered investment adviser, has entered into a definitive agreement to join Beacon Pointe in a deal that closed December 31, 2025.

Tropical Cheese Industries Acquires Cibao Meat Products To Expand Hispanic Refrigerated Foods Platform

By Amit Chowdhry ● Jan 13, 2026

Tropical Cheese, a U.S. producer of Hispanic dairy products, has acquired Cibao Meat Products, a manufacturer of Hispanic-style meat products sold under the Induveca and Campesino brands. The deal adds a dedicated Cibao Meat Products Division within Tropical Cheese and is designed to broaden Tropical Cheese’s portfolio beyond cheese into a more complete lineup of branded Hispanic refrigerated foods.

United Risk To Acquire DUAL North America’s Crisis Management Program, Rebrand Unit As First Product Protection

By Amit Chowdhry ● Jan 13, 2026

United Risk Global, an Applied Underwriters-affiliated specialty insurance platform, has signed an agreement to acquire DUAL North America’s Crisis Management program and underwriting team, a move that will expand United Risk’s product set in product recall and contaminated products coverage and create a new independent division called First Product Protection.

Onebrief Closes $200 Million Series D At $2.15 Billion Valuation And Acquires Battle Road Digital

By Amit Chowdhry ● Jan 13, 2026

Onebrief, a military-focused planning and command software company, has closed a $200 million Series D financing round and acquired Battle Road Digital as it pushes to expand beyond planning into wargaming, simulation, and real-time operational decision support.