Mergers & Acquisitions

Danone Buying Majority Stake In Kate Farms

By Amit Chowdhry ● May 16, 2025

Danone announced that it has entered into a definitive agreement to buy a majority stake in Kate Farms, a rapidly growing U.S. business offering a wide array of plant-based, organic nutrition products for both medical and everyday needs. Kate Farms’ highly complementary products will enhance Danone’s specialized nutrition offerings.

Mercer Advisors Brings In $3 Billion Team Tufton Capital Management

By Amit Chowdhry ● May 15, 2025

Mercer Global Advisors—a national Registered Investment Adviser (RIA)—announced the acquisition of Tufton Capital Management, a financial planning and advisory firm based in Hunt Valley, Maryland. This acquisition enhances Mercer Advisors’ presence in the greater Washington, DC, market. With Tufton Capital, Mercer Advisors will have approximately $3 billion in client assets in the region.

Sanctuary Wealth Onboards $2 Billion Team 1280 Financial Partners

By Amit Chowdhry ● May 15, 2025

Sanctuary Wealth, a firm that provides elite financial advisors the freedom and choice to thrive in an evolving industry, announced it welcomed 1280 Financial Partners to its growing network of Partner Firms. The veteran team came together in 2021 to serve institutional and private clients. This former UBS-affiliated firm is tapping into Sanctuary's Strategic Capital Partnership program as they launch their new independent firm, which currently manages approximately $2 billion in total client assets.

Edelman Financial Buying $426 Million Firm Cahill Wealth Management

By Amit Chowdhry ● May 15, 2025

Investment advisory firm Edelman Financial Engines (EFE) is buying Cahill Wealth Management. Based in Kalamazoo, Michigan, Cahill Wealth Management is an investment advisory firm managing approximately $426 million for 125 clients.

Church & Dwight Buying Touchland Brand For Up To $880 Million

By Amit Chowdhry ● May 15, 2025

Church & Dwight announced it has signed a definitive agreement to acquire the Touchland brand for $700 million at closing, consisting of cash and Church & Dwight restricted stock, and a payment up to $180 million contingent on the achievement of Touchland’s 2025 net sales for a total purchase price of up to $880 million.

Polar Asset Management Partners Buying Castlefield Associates

By Amit Chowdhry ● May 15, 2025

Polar Asset Management Partners (a leading multi-strategy hedge fund manager based in Toronto) announced that it acquired Castlefield Associates. Castlefield is a relative value systematic futures hedge fund manager founded in 2019 by Chris Schindler and partners.

TSG Consumer To Buy EoS Fitness

By Amit Chowdhry ● May 15, 2025

TSG Consumer Partners (a leading specialist private equity firm focused exclusively on the consumer sector) announced it has signed a definitive agreement to buy EoS Fitness, a leading US operator of High Value. Low Price. (HVLP) gyms. And EoS Chief Executive Officer Rich Drengberg will continue to head the company with his tenured leadership team and will retain a vested interest in the go-forward company.

Convergint Buying Fiber Solutions To Expand Security And AV Business

By Amit Chowdhry ● May 15, 2025

Convergint, a leader in service-based systems integration, announced the acquisition of Fiber Solutions. This leading integrator specializes in designing, installing, and maintaining fiber optic, structured cabling, electronic security, and audio/video networks. Based in Fort Myers, Florida, with operations in Nashville, Tennessee, Fiber Solutions enhances Convergint’s presence in this Southeast region, expanding its capabilities in the healthcare and commercial sectors.

Inverness Graham To Buy Cognito Forms

By Amit Chowdhry ● May 15, 2025

Inverness Graham, a Philadelphia-based buyout firm that buys innovative companies where technology transforms traditional industry, announced that it has acquired Cognito Forms, a growing SaaS-based provider of low-code / no-code workflow automation solutions.

RM Capital Partners: Acquisition Of ISO Solar Completed

By Amit Chowdhry ● May 14, 2025

RM Capital Partners - a strategically positioned private equity firm focused on enabling market leaders across the infrastructure services industry - announced it has completed the acquisition of Integrated Solar Operations d/b/a ISO Solar, a leading provider of turnkey solar energy systems to residential, commercial, and government customers across Puerto Rico.

Xsolla Buying Ludo For Community Engagement Through Code-Free Social Quests

By Amit Chowdhry ● May 14, 2025

Xsolla, a leader in video game commerce, announced the acquisition of Ludo, a platform designed to drive community engagement through code-free social quests. This strategic deal brings Ludo’s technology into the Xsolla portfolio, combining its questing tools with Xsolla’s Web Shop and other Xsolla Rewards Solutions to help developers worldwide increase player engagement, drive retention, and unlock new monetization opportunities beyond the traditional app store model.

TPG Buying Digital Infrastructure Company Peppertree For Up To $960 Million

By Amit Chowdhry ● May 13, 2025

TPG (a leading global alternative asset management firm) and Peppertree Capital Management (a leading specialized digital infrastructure investment firm with a focus on wireless communications towers) announced recently that they have entered into a definitive agreement under which TPG will acquire the Peppertree business in a cash and equity transaction estimated to include up to $242 million in cash and up to $418 million in equity, payable at closing, subject to certain adjustments. The deal also includes earnouts based on Peppertree’s future performance, valued at up to $300 million.

Grande Towers Buying Tower Assets From Altice USA

By Amit Chowdhry ● May 13, 2025

Grande Towers (GTC), an independent wireless infrastructure provider, announced it has signed a definitive agreement to acquire certain tower assets of Altice USA. The deal is expected to close early in the third quarter of 2025.

KatRisk Buying Gamma To Expand Location Intelligence Capabilities

By Amit Chowdhry ● May 13, 2025

KatRisk, a leading provider of catastrophic risk modeling software to the insurance and financial services industries, announced the acquisition of Gamma, a pioneering company in location intelligence and property-level risk assessment. This strategic deal supports KatRisk's expertise in risk analytics, enabling the delivery of more precise insights and technologies that drive smarter decisions.

SavvyMoney Buying Fintech Solutions Provider CreditSnap

By Amit Chowdhry ● May 13, 2025

SavvyMoney, a leading provider of financial wellness tools and personalized loan offerings, announced the acquisition of CreditSnap. This fintech solution provider powers intelligent integrations to digital loan, deposit, and account onboarding solutions for banks and credit unions.

Balefire: New Firm Formed Through $3.7 Billion AUM Merger Of VisionPoint Advisory And Navitas Wealth

By Amit Chowdhry ● May 12, 2025

VisionPoint Advisory Group and Navitas Wealth Advisors merged to form Balefire, a comprehensive wealth management firm designed to meet the growing demand for integrated and high-capability financial and business advisory solutions for affluent individuals, families, and businesses.

Function Health: Ezra Acquired And $499 Full-Body MRI Scan Introduced

By Amit Chowdhry ● May 12, 2025

Function Health announced it has acquired Ezra and is launching a Full Body MRI with an FDA-cleared AI that cuts scan time from 60 minutes to 22 minutes and from $1,500 to $499. This reduction in time and cost makes annual scanning possible, creating a comprehensive 360-degree view inside your body.

Inveniam Buying Tractiv For Enhancing Enterprise-Grade AI Technology

By Amit Chowdhry ● May 11, 2025

Inveniam Capital Partners—a data operations and management platform for private market asset data—announced the acquisition of Chicago-based Tractiv, a technology company led by Drew Orsinger.

Coinbase To Buy Deribit In $2.9 Billion Deal

By Amit Chowdhry ● May 9, 2025

Coinbase announced it has entered into an agreement to acquire Deribit, the world's leading crypto options exchange with about $30 billion of current open interest. This strategic deal significantly advances Coinbase’s derivatives business, establishing the company as the premier global platform for crypto derivatives.

BKV And Copenhagen Infrastructure Partners: Carbon Capture JV Announced With $500 Million Investment

By Amit Chowdhry ● May 9, 2025

BKV announced the formation of a strategic joint venture between BKV dCarbon Ventures (BKV’s wholly-owned subsidiary) and Copenhagen Infrastructure Partners (CIP), on behalf of its Energy Transition Fund I, to expand BKV’s portfolio of carbon capture, utilization, and sequestration (CCUS) projects.

CoreWeave: Acquisition Of Weights & Biases Completed

By Amit Chowdhry ● May 8, 2025

CoreWeave announced that it has completed its acquisition of Weights & Biases. The strategic deal strengthens CoreWeave's capabilities to power AI innovation with the leading AI Cloud Platform and helps unleash the full potential of the world's leading AI labs and enterprises.

Anduril To Buy Edge Computing And Tactical Communications Company Klas

By Amit Chowdhry ● May 8, 2025

Anduril Industries announced it has signed a definitive agreement to acquire Klas, a leader in edge computing and tactical communications. This acquisition, pending regulatory approval, will integrate Klas’ rugged hardware into Anduril's portfolio of autonomous systems and connected warfare capabilities, providing faster, more resilient, and seamlessly integrated solutions for operations in harsh conditions at the tactical edge.

Smartlinx Buying StafferLink For Enhancing Healthcare Workforce Operations

By Amit Chowdhry ● May 8, 2025

Smartlinx, a leading provider of workforce management solutions for senior care organizations, announced it has acquired StafferLink, a provider of contingent staffing management software for the healthcare industry. StafferLink’s cloud-based Vendor Management System (VMS) and Agency Staffing Management (ASM) software products were purpose-built for healthcare facilities, agencies and managed service providers (MSPs) to source, manage and pay their contingent workforce.

ArborXR Buying Learning Analytics Platform InformXR

By Amit Chowdhry ● May 7, 2025

ArborXR, a leading enterprise XR device management platform, announced its acquisition of InformXR, a pioneering XR learning analytics platform led by founder and serial entrepreneur Dan Kuykendall, who will be joining ArborXR along with his entire engineering and data-science team as part of the transaction.

Algorhythm Holdings Buying SemiCab India To Expand AI Transportation Footprint

By Amit Chowdhry ● May 7, 2025

Algorhythm Holdings (a diversified technology-driven holding company) announced the acquisition of India-based SMCB Solutions (SemiCab India). This marks Algorhythm’s second transaction with SemiCab following the acquisition of its U.S. business in July 2024.

Qenta Buying Pipit Global For Launching Universal Payments

By Amit Chowdhry ● May 6, 2025

Global payments company Qenta announced the acquisition of Pipit Global, a B2B cross-border payments platform in over 45 countries.

COVU Buying Boutique California Agency CIII Insurance Services

By Amit Chowdhry ● May 6, 2025

COVU, a leader in AI-based services for insurance agencies, announced the acquisition of CIII Insurance Services, a boutique California agency known for its premium clients, white-glove service, and carrier partnerships.

Blue Yonder Reveals AI-Based Cognitive Solutions And Buys Pledge Earth

By Amit Chowdhry ● May 6, 2025

With volatility increasing and economic concerns growing, supply chain leaders are under intense pressure to maximize profits and avoid bottlenecks while remaining optimized. With the latest product release showcased at its annual customer conference, ICON 2025, Blue Yonder announced several AI-based Cognitive Solutions, accelerating long-range and intraday decision making for increased resiliency, resource leverage, and cost control. Blue Yonder also recently announced it has acquired Pledge.

Carrier: Acquisition Of Addvolt Completed

By Amit Chowdhry ● May 5, 2025

Carrier announced it has acquired long-term partner Addvolt, a Portuguese transport electrification technology company. Addvolt provides noninvasive and low-maintenance electric systems with refrigerated vans, trucks, trailers, and containers. Its plug-in electric systems for refrigerated transportation markets avoid fuel usage and reduce major emissions, including noise, particulates, nitrogen oxide, and carbon dioxide.

Sunoco Buying Parkland Corporation In $9.1 Billion Deal

By Amit Chowdhry ● May 5, 2025

Sunoco and Parkland Corporation announced that they have entered into a definitive agreement under which Sunoco will acquire all outstanding shares of Parkland in a cash and equity transaction valued at approximately $9.1 billion, including assumed debt.