Mergers & Acquisitions

White Mountains To Buy Majority Stake In Distinguished Programs

By Amit Chowdhry ● Jul 7, 2025

White Mountains Insurance Group announced that it has agreed to acquire a majority stake in Distinguished Programs, an MGA and program administrator for specialty property & casualty insurance. Following the acquisition, White Mountains will own a 51% controlling interest in Distinguished.

TPG: $1.1 Billion Acquisition Of Sabre’s Hospitality Solutions Business Completed

By Amit Chowdhry ● Jul 7, 2025

Leading hospitality technology provider Hospitality Solutions has announced the completion of its acquisition by TPG from Sabre. This marks a new chapter for Hospitality Solutions as a standalone company with enhanced operational focus, agility, and resources, positioning it as the core technology platform for hotels globally.

Alcon To Buy LumiThera

By Amit Chowdhry ● Jul 7, 2025

Alcon, a leader in eye care, plans to acquire LumiThera, an innovator in light-based therapies for ophthalmology, along with its PBM device for treating early and intermediate dry age-related macular degeneration (AMD).

CoreWeave To Buy Core Scientific In Deal Valued At About $9 Billion

By Amit Chowdhry ● Jul 7, 2025

CoreWeave and Core Scientific, a leading data center infrastructure provider, announced that they have signed a definitive agreement under which CoreWeave will buy Core Scientific in an all-stock transaction.

Allegion Acquires Access Control Software Company Gatewise

By Amit Chowdhry ● Jul 7, 2025

Allegion, a leading global provider of security products and solutions, has acquired Gatewise, a provider of smart access control solutions in the U.S. multifamily market, through one of its subsidiaries.

Commonwealth: $430 Million Patrick Funke & Associates Team Onboarded

By Amit Chowdhry ● Jul 6, 2025

Truelink Capital Buys Cleaning Products Company Zep

By Amit Chowdhry ● Jul 2, 2025

Truelink Capital, a Los Angeles private equity firm, has acquired Zep, a cleaning and sanitation solutions manufacturer, from New Mountain Capital. The financial terms were not disclosed.

Steward Partners Onboards $1.1 Billion Team Consilium Wealth Management

By Amit Chowdhry ● Jul 2, 2025

Steward Partners, a full-service, employee-owned, independent financial services firm, announced the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to its platform within the Legacy Division.

Harvest Partners Completes Majority Acquisition Of The Learning Experience

By Amit Chowdhry ● Jul 2, 2025

Harvest Partners has announced the completion of a majority acquisition of The Learning Experience (TLE) by funds managed by Harvest from Golden Gate Capital.

Nationwide: $1.25 Billion Acquisition Of Allstate Employer Stop Loss Business Completed

By Amit Chowdhry ● Jul 2, 2025

Nationwide has completed the acquisition of The Allstate Corporation's employer stop loss segment for $1.25 billion.

Tenstorrent Buying Blue Cheetah Analog Design

By Amit Chowdhry ● Jul 2, 2025

Tenstorrent has acquired Blue Cheetah Analog Design, a start-up specializing in analog mixed-signal IP. And Blue Cheetah, a key vendor for Tenstorrent, has been developing advanced interconnects for its chiplet products. This deal follows their earlier partnership on die-to-die interconnect IP for AI and RISC-V solutions.

Honeywell To Buy Li-ion Tamer Business From Nexceris

By Amit Chowdhry ● Jul 2, 2025

Honeywell has acquired Nexceris's Li-ion Tamer business, which offers off-gas detection solutions for lithium-ion batteries that identify thermal runaway events. This acquisition adds to Honeywell's fire life safety technologies within its Building Automation segment. Over the past five years, Honeywell and Nexceris partnered to address lithium-ion battery system safety. The deal is expected to have a positive impact on Honeywell's financials immediately.

H.I.G. Capital: Up To C$400 Million Acquisition Of 4Refuel Completed

By Amit Chowdhry ● Jul 2, 2025

H.I.G. Capital, a firm managing $70 billion in capital, has acquired 4Refuel, a leader in Mobile On-Site Refueling services, from Finning International for up to C$400 million.

Grammarly To Buy AI-Native Email App Company Superhuman

By Amit Chowdhry ● Jul 2, 2025

Grammarly has announced its intention to acquire Superhuman, an AI-driven email application designed to help users respond to emails one to two days faster and save four hours each week on their email communications. This deal marks a significant step forward in Grammarly’s evolution into an AI-powered productivity platform for apps and agents, underscoring the importance of email in the company's vision for a future driven by agents.

AbbVie Buying Capstan Therapeutics In $2.1 Billion Deal

By Amit Chowdhry ● Jun 30, 2025

AbbVie and Capstan Therapeutics (a clinical-stage biotechnology company dedicated to advancing in vivo engineering of cells through RNA delivery using tLNPs) announced a definitive agreement under which AbbVie will acquire Capstan, including CPTX2309 (a potential first-in-class in vivo tLNP anti-CD19 CAR-T therapy candidate, currently in Phase 1, in development for the treatment of B cell-mediated autoimmune diseases). Plus, AbbVie will buy Capstan's proprietary tLNP platform technology designed to deliver RNA payloads, such as mRNA, which is capable of engineering specific cell types in vivo.

Clio To Buy vLex For $1 Billion

By Amit Chowdhry ● Jun 30, 2025

Clio, a leading provider of legal technology, announced it has signed a definitive agreement to acquire vLex, a pioneer in legal intelligence that combines AI with the world's most comprehensive global legal research platform. The deal is valued at $1 billion and will be paid in a combination of cash and stock.

Edward Jones To Buy Overlay Management Services Capabilities From Natixis

By Amit Chowdhry ● Jun 30, 2025

Edward Jones announced it intends to acquire Natixis Investment Managers' (Natixis IM) Overlay Management Services capabilities through the purchase of select assets and an exclusive license for certain proprietary technology. And Natixis IM will continue to serve as a direct-indexing provider to Edward Jones' UMA offerings. The deal is expected to close later this year, at which time Edward Jones will serve as the overlay manager for its U.S.-based Unified Managed Accounts (UMA).

Movable Ink To Be Acquired By STG

By Amit Chowdhry ● Jun 29, 2025

Movable Ink, an AI-based personalized content platform, announced it has signed a definitive agreement to be acquired by STG, a private equity firm focused on software-enabled tech services companies. Since its founding, Movable Ink has redefined what's possible in marketing, utilizing the power of automation and AI to personalize customer experiences at scale across every customer touchpoint.

Nordic Semiconductor Buying Connected Product Cloud Platform Company Memfault

By Amit Chowdhry ● Jun 24, 2025

Nordic Semiconductor, a leader in low-power wireless connectivity solutions, has announced the acquisition of its long-term partner, Memfault, a cloud platform provider for large-scale deployments of connected products.

Xero To Buy Melio In $2.5 Billion Deal

By Amit Chowdhry ● Jun 24, 2025

Xero announced it has entered into a binding agreement to buy 100% of Melio Limited and its associated entities. Melio is a leading SMB bill pay platform that seamlessly integrates Accounting and Payments, providing US SMBs and their accountants and bookkeepers with easy-to-use accounts payable (AP) workflows and many payment methods, helping them gain more visibility and control over their cash flow.

Anthony Pompliano Signs $1 Billion Merger Deal For Creating ProCap Financial

By Amit Chowdhry ● Jun 23, 2025

American investor, podcaster, and entrepreneur Anthony Pompliano announced that ProCap BTC, a bitcoin-native financial services firm, has entered into a definitive agreement for a business combination with Columbus Circle Capital Corp. I, a SPAC sponsored by a controlled subsidiary of Cohen & Company.

Osaic Onboarding $13.5 Billion Firm CW Advisors

By Amit Chowdhry ● Jun 23, 2025

Osaic, which is one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, announced the acquisition of CW Advisors, a Boston-based registered investment advisor (RIA) managing $13.5 billion in fee-only client assets. CW Advisors serves high-net-worth and ultra-high-net-worth clients through its core wealth management and family office platform, with 140 professionals across 17 offices.

Shift4 To Buy Payment Processing And POS Company Smartpay

By Amit Chowdhry ● Jun 22, 2025

Shift4 (a leader in integrated payments and commerce technology) announced it has signed a definitive agreement to buy Smartpay, a leading independent provider of payment processing and point-of-sale solutions in Australia and New Zealand, for NZ $296.4 million (about $180 million) or NZ$1.20 per share. This represents a 46.5% premium to the 90-day Volume Weighted Average Price (VWAP).

Blend: $300 Million M&A Initiative Revealed

By Amit Chowdhry ● Jun 22, 2025

To solidify its position as a global AI and analytics powerhouse, Blend360 announced an aggressive M&A strategy as a pillar of its long-term growth agenda. And the company plans to invest over $300 million in strategic acquisitions over the next five years, targeting firms that will enhance its capabilities, expand its global footprint, and accelerate innovation across key industries.

Couchbase: $1.5 Billion Acquisition By Haveli Investments

By Amit Chowdhry ● Jun 20, 2025

Couchbase, a developer data platform for critical applications in our AI world, announced that it has entered into a definitive agreement to be acquired by Haveli Investments in an all-cash transaction valued at approximately $1.5 billion.

Dynasty Financial Onboards $2.6 Billion Atlanta-Based Anchyra Partners Team

By Amit Chowdhry ● Jun 20, 2025

Dynasty Financial Partners announced it has onboarded Anchyra Partners, a new independent registered investment advisory firm based in Atlanta. This team previously managed $2.6 billion in client assets. Anchyra will focus on ultra-high-net-worth clients and multi-family offices, expanding through both organic growth and acquisitions.

Nippon Steel Closes $14.1 Billion Takeover Of US Steel

By Amit Chowdhry ● Jun 19, 2025

Nippon Steel together with its wholly owned subsidiary Nippon Steel North America announced it has closed its $14.1 billion takeover of United States Steel. Nippon Steel and U. S. Steel together will be a leading global steelmaker, with sophisticated technologies and manufacturing capabilities.

Bluespring Wealth Partners Onboards $1.4 Billion Firm SilverStar

By Amit Chowdhry ● Jun 17, 2025

Bluespring Wealth Partners - a leading acquirer of independent RIAs and hybrid wealth management firms - announced the acquisition of the existing Kestra Financial firm SilverStar Wealth Management, along with its subsequent merger into the existing Bluespring firm LifeBridge Financial Group. As combined teams, investment advisor professionals from SilverStar and LifeBridge will now oversee $1.4 billion in assets under management (AUM).

Brown & Brown Buying Accession Risk In A Deal Valued At Nearly $10 Billion

By Amit Chowdhry ● Jun 16, 2025

Scott Penny, the Chief Acquisitions Officer of Brown & Brown, and John Mina, CEO of Accession Risk Management Group, announced that Brown & Brown has agreed to acquire RSC Topco (RSC), the holding company for Accession.

Pearson To Buy eDynamic Learning

By Amit Chowdhry ● Jun 16, 2025

Pearson announced that it has agreed to acquire eDynamic Holdings, which is a leading Career and Technical Education (CTE) curriculum solutions provider. And eDynamic Learning's comprehensive catalogue of digital courses enables students to follow structured learning pathway programs that prepare them for their future careers.