Mergers & Acquisitions

Arax Investment Partners Acquires $1.5 Billion Firm GFP Private Wealth

By Amit Chowdhry ● Feb 7, 2026

Arax Investment Partners announced it has acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management, as Arax looks to expand its presence in the Midwest and add another established advisory practice to its platform.

Beacon Pointe Advisors Adds Three Advisory Teams And Lifts AUA To About $62 Billion

By Amit Chowdhry ● Feb 7, 2026

Beacon Pointe Advisors announced it has added three advisory teams through recent RIA acquisitions, bringing total firm assets under advisement to roughly $62 billion as it continues expanding across multiple markets. The acquisitions include Financial Planning Solutions in Newton, Massachusetts, Voyager Wealth Management in Lake Geneva, Wisconsin, and InvestmentHunter Wealth Services in the Fort Worth, Texas area, with Beacon Pointe positioning the additions as supportive of its allWEALTH framework for comprehensive wealth management.

Patria Investments To Acquire WP Global Partners To Expand U.S. Private Markets Platform

By Amit Chowdhry ● Feb 7, 2026

Patria Investments Limited announced it has agreed to acquire WP Global Partners, a U.S.-based private equity solutions manager focused on the lower middle market, in a deal designed to deepen Patria’s North American presence and expand its middle-market primaries and co-investment capabilities.

ORBIS Acquires Thermoforming Specialist Robinson Industries

By Amit Chowdhry ● Feb 7, 2026

ORBIS announced it has acquired Robinson Industries to expand its manufacturing footprint and accelerate delivery of reusable, sustainable packaging solutions across global supply chains.

Doeren Mayhew Enters New York With 1RDG Acquisition

By Amit Chowdhry ● Feb 7, 2026

Doeren Mayhew announced it has entered the New York market through the acquisition of 1RDG, a Rochester-based advisory firm, effective January 20, 2026, expanding the firm’s footprint with two new offices and adding advisory capabilities built around an integrated platform of compliance, management, and client advisory services.

Lutron Electronics Acquires Metal Coatings Supplier Tanury Industries

By Amit Chowdhry ● Feb 7, 2026

Lutron Electronics announced it has acquired Tanury Industries, a surface finishing and metal coatings company that has supplied Lutron with metal faceplates for more than 25 years, in a move aimed at bringing plating and coating capabilities in-house and expanding Lutron’s portfolio of premium metal finishes.

Clearstead Advisors Acquires $5.1 Billion Firm Clarius Group To Expand Ultra-High-Net-Worth Family Office Capabilities

By Amit Chowdhry ● Feb 7, 2026

Clearstead Advisors announced it has acquired The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families, in a deal the firm positioned as a step in its long-term strategy to broaden its family office offering while strengthening its presence in the Pacific Northwest. Clarius oversees about $5.1 billion in assets under management, and the transaction closed on January 31, 2026.

Summit Wealth Merges With $470 Million Firm Premier Private Wealth To Expand Tennessee Footprint

By Amit Chowdhry ● Feb 7, 2026

Summit Wealth Group, an independent registered investment advisory firm, has merged with Premier Private Wealth, a Nashville-based wealth manager with $470 million in assets under management. The transaction lifts Summit’s total assets under management to approximately $3 billion and expands the firm’s presence in Tennessee.

Carson Group Acquires Carson Wealth Milton And Integrates Atlanta Office To Expand Georgia Footprint

By Amit Chowdhry ● Feb 6, 2026

Carson Group announced it has fully acquired its Carson Wealth location in Milton, Georgia, building on what it described as a long-standing partnership with Managing Partner and Wealth Advisor G.C. Lewis. The Omaha, Nebraska-based wealth advisory firm said it manages more than $55 billion in assets under management and that the Milton team reported about $218 million in advisory and brokerage assets.

EP Wealth Expands In New Mexico With $390 Million Firm LongView

By Amit Chowdhry ● Feb 6, 2026

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with LongView Asset Management, extending EP Wealth’s Southwest footprint with an expanded presence in Santa Fe, New Mexico. The addition brings more than $390 million in assets under management to EP Wealth, which said the move strengthens its ability to serve families across the state.

CargoTuff: Load Securement Products Maker Acquired By H.I.G. Capital

By Amit Chowdhry ● Feb 6, 2026

H.I.G. Capital announced that one of its affiliates has completed the acquisition of CargoTuff, a manufacturer and distributor of load securement products used to prevent load shifting and reduce freight damage across rail, ocean, truck, and intermodal shipping.

PayByPhone: Mobile Parking Payments Provider To Be Acquired By Lightyear Capital

By Amit Chowdhry ● Feb 6, 2026

Lightyear Capital has signed an agreement to acquire PayByPhone, a Vancouver-based provider of mobile parking payments and parking management software, from Corpay.