Mergers & Acquisitions

LPL Brings In $190 Million Firm McCutchen Wesson Wealth Advisors

By Amit Chowdhry ● Aug 20, 2026

LPL Financial has added McCutchen Wesson Wealth Advisors, a Marion, Arkansas-based advisory team serving approximately $190 million in advisory, brokerage and retirement plan assets. The practice is led by financial advisors Paul McCutchen and Jarod Wesson, AAMS, and joins LPL Financial from Edward Jones.

Osaic Adds $367 Million Firm IronGate Services Through Carlson Advisor Networks

By Amit Chowdhry ● Aug 20, 2026

Osaic has added IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, through Carlson Advisor Networks.

Carson Group Onboards $405 Million Firm Yari Capital

By Amit Chowdhry ● Aug 20, 2026

Carson Group has added Yari Capital to its independent advisor channel, bringing approximately $405 million in assets under management to the wealth management platform.

Why Goldman Sachs Is Buying NEOS Investments For Up To $2.25 Billion

By Amit Chowdhry ● Aug 20, 2026

Goldman Sachs has agreed to acquire NEOS Investments for consideration of up to $2.25 billion in cash and equity, expanding Goldman Sachs Asset Management's options-based ETF capabilities and creating a combined platform with approximately $80 billion in active ETFs.

Inturai Ventures To Acquire DomeCommand Drone Swarm AI Platform For Up To C$6.025 Million

By Amit Chowdhry ● Aug 20, 2026

Turnspire Capital Partners Acquires Hulcher Services, Adding 28 Rail Service Centers And 3,000+ Equipment Units

By Amit Chowdhry ● Aug 20, 2026

Turnspire Capital Partners has acquired Hulcher Services, a North American provider of rail infrastructure, maintenance, and field services with 28 service centers across the United States and Mexico.

JBS Proposes To Acquire Remaining 18% Of Pilgrim’s Pride In All-Stock Deal

By Amit Chowdhry ● Aug 20, 2026

JBS has submitted a non-binding proposal to acquire the approximately 18% of Pilgrim's Pride that it does not already own, potentially bringing the poultry producer fully under JBS ownership.

STB Restarts Union Pacific-Norfolk Southern Merger Review And Sets November 18 Comment Deadline

By Amit Chowdhry ● Aug 19, 2026

The Surface Transportation Board has restarted its review of the proposed Union Pacific and Norfolk Southern merger, removing the proceeding and its environmental review from abeyance and establishing a procedural schedule for evaluating the transaction. The agency emphasized that the decision is procedural and does not constitute a ruling on the merits of the merger application or on issues raised by commenters.

TAG Invest Surpasses $2 Billion AUM After 60% Growth

By Amit Chowdhry ● Aug 19, 2026

TAG Advisors announced that TAG Invest, its in-house asset management platform, has surpassed $2 billion in assets under management after growing more than 60% in less than a year.

UCC Environmental Acquires Cast Steel Products To Expand Mining And Steel Performance Parts Platform

By Amit Chowdhry ● Aug 19, 2026

UCC Environmental has acquired Cast Steel Products, expanding its performance parts business across mining, steel and other heavy industrial markets. Financial terms of the transaction were not disclosed.

Stratos Onboards $400 Million Firm RPI Financial Life Planners

By Amit Chowdhry ● Aug 19, 2026

Stratos Wealth Enterprises has entered into a strategic partnership with RPI Financial Life Planners that is expected to add approximately $400 million in assets while expanding Stratos' presence across the Midwest.

Fulcrum Therapeutics And Slate Medicines To Merge With $245 Million Financing And Estimated $270 Million Fulcrum Dividend

By Amit Chowdhry ● Aug 19, 2026

Fulcrum Therapeutics and Slate Medicines have entered into a definitive all-stock merger agreement that will create a Nasdaq-listed biotechnology company focused on next-generation migraine treatments and backed by an oversubscribed $245 million private placement. The combined company will operate as Slate Medicines and is expected to trade under the ticker SLTE.

Ridgeview Partners To Acquire Pinewood Technologies For £545 Million

By Amit Chowdhry ● Aug 19, 2026

Ridgeview Partners has reached an agreement with the board of Pinewood Technologies Group plc (Pinewood.AI) on a recommended acquisition valued at approximately £545 million. The agreement turns Ridgeview's previously proposed takeover into a firm transaction after a July report said Ridgeview had offered £4.48 per share for Pinewood.AI at the same £545 million valuation.

Bridgenext Acquires CloudX, Increasing Engineering Headcount By 25% To Expand Enterprise AI Capabilities

By Amit Chowdhry ● Aug 19, 2026

Bridgenext has acquired CloudX, an enterprise AI software company based in Buenos Aires, expanding its AI, data and product engineering capabilities as businesses move from experimental AI projects toward broader enterprise deployments. The acquisition increases Bridgenext’s engineering headcount by 25% and significantly expands the company’s presence in Argentina.

Brinqa Acquires PlexTrac, Creating 3,000+ Customer Exposure Management Platform Used By 25%+ Of Fortune 500

By Amit Chowdhry ● Aug 19, 2026

Brinqa has acquired PlexTrac, adding offensive security validation, workflow and reporting capabilities to its exposure management platform and creating what the company describes as the largest standalone vendor in Unified Exposure Management. Financial terms of the transaction were not disclosed.