Mergers & Acquisitions

CTL Buying 3R Technology For Expanding ITAD Service Capabilities

By Amit Chowdhry ● Apr 10, 2025

CTL, a cloud-computing leader for education and enterprise, announced that it has acquired 3R Technology of Kent, Washington. CTL will assume immediate ownership, retaining 100% of 3R Technology's employees and facilities, as well as R2v3 recycling certification and NAID AAA data destruction certifications.

Manifest Global Buying BridgeU To Enhance International Education Portfolio

By Amit Chowdhry ● Apr 10, 2025

Manifest Global announced the acquisition of 100% of BridgeU from Kaplan. And BridgeU will join Manifest's portfolio of international education businesses, which includes global student guidance platform Cialfo.

Barings Acquiring $200+ Million Aircraft Portfolio

By Amit Chowdhry ● Apr 10, 2025

Barings, which is one of the leading investment managers, announced that it has entered into a purchase agreement to buy a portfolio of narrow-body commercial passenger aircraft through its Capital Solutions platform, investing across the capital structure to deliver tailored solutions, partnering with Genesis, the full-service aircraft lessor that is wholly owned by Barings-managed funds, to originate, underwrite, and manage this portfolio of aircraft.

Secure Properties Buying 12-Property Burger King Portfolio For $20 Million

By Amit Chowdhry ● Apr 10, 2025

Secure Properties, a real estate investment firm specializing in net lease properties, announced it has closed the acquisition of a 12-property portfolio of Burger King locations in Georgia and Alabama. The total purchase price for the portfolio was about $20 million.

ARDRI: Strategic Acquisition Of The Lending Spot

By Amit Chowdhry ● Apr 10, 2025

ARDRI, a leader in intelligent non-QM and business-purpose lending solutions, announced the acquisition of The Lending Spot (TLS), a high-performing Non-QM lender founded and led by mortgage industry veteran Kevin O'Shaughnessy. This strategic deal aligns with ARDRI's mission to redefine the mortgage landscape through innovation, exceptional service, and intelligent expansion.

BioLife Solutions Buying Cryopreservation Solutions Company PanTHERA CryoSolutions

By Amit Chowdhry ● Apr 10, 2025

BioLife Solutions, a leading developer and supplier of bioproduction products and services for the cell and gene therapy (CGT) market, announced the acquisition of privately held PanTHERA CryoSolutions, a developer of novel cryopreservation solutions based on proprietary Ice Recrystallization Inhibitor (IRI) technology.

Siemens Buying PCB Solutions Company DownStream Technologies

By Amit Chowdhry ● Apr 10, 2025

Siemens Digital Industries Software announced that it has completed the acquisition of DownStream Technologies, a provider of manufacturing data preparation solutions for printed circuit board (PCB) design. This deal enhances Siemens' PCB design portfolio and expands its footprint in the electronics SMB market.

Sterling Organization Buying Rossmoor Shopping Center In California For $61.1 Million

By Amit Chowdhry ● Apr 10, 2025

Sterling Organization, a private equity retail real estate investment firm, announced the acquisition of Rossmoor Shopping Center, a 118,846-square-foot grocery-anchored shopping center located at 1900-1998 Tice Valley Boulevard in Walnut Creek, California, based within the San Francisco MSA. And the property was acquired on behalf of Sterling Organization's Sterling United Properties II (SUP II), which is a $267 million equity Fund focused on investing in stabilized grocery-anchored shopping centers. With this deal, the fund now owns 17 properties encompassing over 2.1 million square feet of GLA, primarily in major markets across the US.

The Wine Group Acquiring Several Wine Brands From Constellation

By Amit Chowdhry ● Apr 9, 2025

The Wine Group (TWG), which is one of the world’s largest producers of award-winning wines, announced that it entered into an agreement with Constellation Brands to buy several wine brands: Cook’s, J. Rogét, Meiomi, Robert Mondavi Private Selection, SIMI, and Woodbridge.

Prospera Financial Onboards $2 Billion Broker-Dealer Team Cutter & Company

By Amit Chowdhry ● Apr 9, 2025

Dallas-based independent broker-dealer Prospera Financial Services announced it has acquired St. Louis, Missouri-based Cutter & Company, an independent broker-dealer with about $2 billion in total client assets, 40 advisors, and 12 employees.

Raymond James Onboards $325 Million Southern California-Based Team

By Amit Chowdhry ● Apr 9, 2025

Raymond James announced it brought in financial advisor David Tam, CEPA, AAMS, to Raymond James Financial Services (RJFS) as announced by Casey McGee, Western assistant division director for RJFS.

Modern Wealth: $1 Billion In AUM Added Through Two California-Based Acquisitions

By Amit Chowdhry ● Apr 9, 2025

Modern Wealth Management, a registered investment advisory (RIA) firm created to meet financial professionals' and clients' evolving needs, announced two asset purchase agreements to power its expansion in California and propel its assets under management (AUM) to more than $7 billion.

ALM Positioners Acquired By Altus Capital, Centerfield, And Senior Leadership Team

By Amit Chowdhry ● Apr 9, 2025

Altus Capital Partners, Centerfield Capital Partners, and the company’s senior leadership team announced the acquisition of ALM Positioners. ALM Positioners provides automated positioning equipment that leading manufacturers use to hold, rotate, and position workpieces during welding, assembly, or other fabrication processes. The terms of the deal were undisclosed.

LPL To Support $16 Billion Broker-Dealer Team Of First Horizon Bank

By Amit Chowdhry ● Apr 9, 2025

LPL Financial announced an agreement with First Horizon Bank, First Horizon's banking subsidiary, to expand its wealth management capabilities and solutions by transitioning support of First Horizon Advisors' broker-dealer and investment advisory services to LPL and its Institution Services platform.

Raymond James: $828 Million Arizona-Based Financial Advisor Team Onboarded

By Amit Chowdhry ● Apr 8, 2025

Raymond James announced it has onboarded financial advisors Brian Flader, Michael Flader, and Chris Young to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Scottsdale, Arizona, as announced by Edward Sudzina, Southwest regional director for RJA.

Aspen Standard Wealth Buying $2.9 Billion Team New England Private Wealth Advisors

By Amit Chowdhry ● Apr 8, 2025

Aspen Standard Wealth, an RIA acquirer that serves as a permanent home and long-term partner for RIAs, announced that it has acquired New England Private Wealth Advisors (NEPWA), a Boston-based RIA with $2.9 billion in assets under management (AUM) as of December 2024.

Fiserv To Acquire Pinch Payments For Enhancing Payment Service Offerings

By Amit Chowdhry ● Apr 8, 2025

Fiserv (a leading global provider of payments and financial services technology) announced it acquired Pinch Payments, a payment facilitator (PayFac), known for leading PayFac enablement and its management platform “Glassbox.”

Sequence Buying Light To Address Blockchain Fragmentation

By Amit Chowdhry ● Apr 8, 2025

Horizon Blockchain Games (a pioneer of web3 infrastructure and gaming) announced that it will now operate solely under the name Sequence. Along with the rebrand, Sequence expands its technical leadership with the strategic acquisition of Light, a pioneer of chain abstraction technologies.

Ripple To Buy Hidden Road In $1.25 Billion Deal

By Amit Chowdhry ● Apr 8, 2025

Ripple, a leading provider of digital asset infrastructure for financial institutions, announced it is buying Hidden Road for $1.25 billion. This represents one of the largest deals in the digital assets space.

ServiceNow Buying Logik.ai To Accelerate CRM Footprint

By Amit Chowdhry ● Apr 8, 2025

ServiceNow announced it signed a definitive agreement to acquire Logik.ai, an industry leader with a modern, AI-based, composable Configure, Price, Quote (CPQ) solution. And Logik.ai’s capabilities for sales and commerce will expand ServiceNow’s growing CRM footprint and empower sales organizations to close deals faster, boost productivity levels, and achieve greater efficiency.

Savvy: Over $1.5 Billion In AUM Surpassed And Expands FA Team

By Amit Chowdhry ● Apr 8, 2025

Savvy Advisors, a registered investment advisor (RIA) affiliated with Savvy Wealth, announced the addition of five experienced financial advisors, expanding its team to over 50 financial planners and wealth managers. And advisors who join Savvy gain access to Savvy Wealth’s AI-based technology designed to improve advisor efficiency and output.