Mergers & Acquisitions

LPL: $330 Million Team Arv Private Wealth Affiliates Onboarded

By Amit Chowdhry ● Jun 4, 2025

LPL Financial announced that financial advisors Christian Reuter, James “Scott” Robinson, and Michael Capeder launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. And they reported serving approximately $330 million in advisory, brokerage and retirement plan assets and join LPL from RBC.

Roark Capital Investing In Dave’s Hot Chicken

By Amit Chowdhry ● Jun 4, 2025

Dave’s Hot Chicken - a company that went from a parking lot in 2017 to a global sensation and expects to end the year with over 400 restaurants across the globe - announced it has chosen an investment from Roark in a deal reportedly valued at $1 billion. Dave’s Hot Chicken has seen years of unit and sales growth and leading guest satisfaction metrics. And the company remains committed to delivering an exceptional experience for its guests, team members and its franchise partners around the globe.

Vista Equity Partners: Acquisition Of Cloud ERP Company Acumatica

By Amit Chowdhry ● Jun 4, 2025

Acumatica, a provider of cloud ERP solutions for small and mid-sized businesses, announced it has signed a definitive agreement to be acquired by Vista Equity Partners.

Tenable To Buy Apex Security To Help Reduce Cyber Risks

By Amit Chowdhry ● Jun 4, 2025

Exposure management company Tenable Holdings announced a plan to buy Apex Security, an innovator in securing the rapidly expanding AI attack surface. And Tenable believes the acquisition will enhance Tenable’s ability to help organizations identify and reduce cyber risks. The financial terms of the deal were not disclosed. And the deal is expected to close later this quarter.

Sanofi To Buy Blueprint Medicines In $9.5 Billion Deal

By Amit Chowdhry ● Jun 4, 2025

Sanofi and Blueprint Medicines, a US-based, publicly traded biopharmaceutical company specializing in systemic mastocytosis (SM), a rare immunological disease, as well as other KIT-driven diseases, have entered into an agreement under which Sanofi will acquire Blueprint.

Focus Partners Onboarding $9.4 Billion Churchill Management Team

By Amit Chowdhry ● Jun 4, 2025

Focus Financial Partners (an interdependent partnership of wealth management, business management, and related financial services firms) announced that Focus Partners Wealth will buy Churchill Management Corporation in a deal expected to close in the third quarter of 2025, subject to customary closing conditions.

CareTrust REIT Buying Pacific Northwest Portfolio For About $146 Million

By Amit Chowdhry ● Jun 4, 2025

CareTrust REIT announced today that, in a joint venture with a partner, it has acquired a portfolio of skilled nursing facilities located in the Pacific Northwest for a total purchase price of approximately $146 million, inclusive of transaction costs.

NinjaOne: $270 Million Acquisition Of Dropsuite Completed

By Amit Chowdhry ● Jun 4, 2025

NinjaOne, an automated endpoint management platform, announced it has completed the acquisition of Dropsuite for about $270 million to help organizations reclaim lost productivity and reduce the risk of ransomware. Through the addition of Dropsuite, NinjaOne customers can unify endpoint, server, and SaaS application backup use cases, delivering a single interface for IT and enhanced productivity for employees.

Octus Buying Credit Portfolio Management Company Sky Road

By Amit Chowdhry ● Jun 4, 2025

Octus (formerly Reorg), a leading provider of credit intelligence and data, announced the acquisition of Sky Road, an innovator in credit portfolio management solutions for CLO, MMCLO, ABF, direct lending, and other public and private structured credit. This deal positions Octus as the first provider to deliver fully integrated, end-to-end credit intelligence, data, and document management, combined with comprehensive portfolio management capabilities tailored for today’s credit manager.

Snowflake Buying Crunchy Data To Help Enterprises Deploy Compliant AI Agents

By Amit Chowdhry ● Jun 3, 2025

Snowflake announced its intention to acquire Crunchy Data, a leading provider of trusted, open-source Postgres technology and products. This deal will bring Snowflake Postgres, the AI-ready, enterprise-grade, and developer-friendly PostgreSQL database to the AI Data Cloud, enabling developers with the full power of Postgres while providing the uncompromising governance, security, and operational standards essential for building and running mission-critical AI applications.

Braze: Acquisition Of OfferFit Completed

By Amit Chowdhry ● Jun 3, 2025

Braze, a leading customer engagement platform, announced the completion of its previously announced acquisition of OfferFit, an AI decisioning company.

SunCoke Energy Buying Phoenix Global In $325 Million Deal

By Amit Chowdhry ● Jun 3, 2025

SunCoke Energy announced that it has entered into a definitive merger agreement under which SunCoke (a supplier of high-quality metallurgical coke and logistics services) will buy all of the common units of Flame Aggregator - which together with its subsidiaries operates as Phoenix Global (a privately held provider of mission-critical mill services to major steel producing companies) for $325 million on a cash free / debt free basis. And SunCoke will fund the $325 million transaction with existing cash and availability under its undrawn revolving credit facility.

Leidos Buying Kudu Dynamics In $300 Million All-Cash Deal

By Amit Chowdhry ● Jun 3, 2025

Leidos announced that it has acquired Kudu Dynamics, advancing Leidos' rapid scaling of artificial intelligence (AI)-enabled cyber capabilities for defense, intelligence, and homeland security customers.

Invoca Buying Symbl.ai To Help Brands Orchestrate The Buyer Journey With AI

By Amit Chowdhry ● Jun 2, 2025

Invoca, a leader in AI-driven revenue execution platforms, has announced the signing of a definitive agreement to acquire Symbl.ai, an AI-based platform for human intelligence. This deal combines Symbl.ai’s broad set of AI capabilities with the Invoca platform, enabling companies to drive revenue through a modern buying experience that leverages the best of digital, AI, and human touch.

Crosslake Buying Boutique Advisory Firm Lucen Partners

By Amit Chowdhry ● Jun 2, 2025

Crosslake Technologies, a data-driven technology advisory service for private equity firms and their portfolio companies, announced the acquisition of Lucen Partners, a boutique advisory firm specializing in product and software advisory services for private equity-backed technology companies. The terms were undisclosed.

Simon Quick Advisors Buying Proquility

By Amit Chowdhry ● Jun 2, 2025

Simon Quick Advisors, a national independent wealth management and multi-family office firm, announced the acquisition of Proquility Private Wealth Partners, a boutique advisory firm with deep client relationships nationwide and decades of planning expertise. This deal reflects Simon Quick's values-driven approach to growth, which prioritizes cultural alignment and vision in every partnership.

EOG Resources Buying EAP In $5.6 Billion Deal

By Amit Chowdhry ● Jun 2, 2025

EOG Resources announced a definitive agreement with Canada Pension Plan Investment Board (CPP) and Encino Energy under which EOG will acquire Encino Acquisition Partners (EAP) for $5.6 billion, inclusive of EAP's net debt. And EOG currently expects to fund the acquisition through $3.5 billion of debt and $2.1 billion of cash on hand.

Valeas Capital Buying Majority Stake In TicketManager

By Amit Chowdhry ● Jun 2, 2025

TicketManager, a leader in event ticket and guest management solutions for the corporate enterprise, announced Valeas Capital Partners (a growth-oriented private-equity firm) has acquired a majority stake in the company. Under the terms of the deal, Valeas is committing $110 million to support TicketManager’s strategic growth plans. TicketManager Co-Founder and CEO Tony Knopp and COO Ken Hanscom will retain a minority interest in the company.

EssilorLuxottica To Buy Optegra clinics

By Amit Chowdhry ● Jun 2, 2025

EssilorLuxottica and MidEuropa announced that they have agreed for EssilorLuxottica to acquire Optegra, a fast-growing and highly integrated ophthalmology platform operating in five key European markets: the UK, the Czech Republic, Poland, Slovakia, and the Netherlands.

WiseTech Buying e2open For $2.1 Billion

By Amit Chowdhry ● Jun 2, 2025

WiseTech, a developer of leading logistics execution software CargoWise, announced it has entered into a binding agreement to acquire U.S.-based E2open, a leading provider of SaaS-based solutions in the global logistics value chain, for $3.30 per share in cash, equating to an enterprise value of $2.1 billion. This deal will be fully debt-funded from a new syndicated debt facility and is subject to certain customary conditions precedent.

Gebbia Media Buying Big Machine Rock

By Amit Chowdhry ● Jun 2, 2025

Gebbia Media (a subsidiary of Siebert Financial) announced that it has acquired Big Machine Rock, the rock imprint of Big Machine Label Group - which has played a significant role in shaping the future of modern rock. This deal marks a bold new chapter in Gebbia Media's rapid ascent within the music and media industries, where it is focused on creating an artist-first platform that blends creative storytelling with strategic investment. Big Machine Rock's current roster includes Daughtry, Badflower, Sammy Hagar, Olive Vox, and Ryan Perdz, and others.

MariaDB Buying Codership Oy And Its Product Galera Cluster

By Amit Chowdhry ● Jun 1, 2025

MariaDB announced the acquisition of Codership Oy, a Finnish-based company, and its flagship product, Galera Cluster, a powerful high-availability database solution that provides high uptime, no data loss, and scalability for database growth. With this deal, the core Galera team and its founders will join MariaDB, enhancing the company’s European engineering and technical support team.

Arcadea Buying Revenue Cycle Company Intuitive Care

By Amit Chowdhry ● Jun 1, 2025

Arcadea Group, an investor in global software companies, announced the acquisition of Intuitive Care, a leading provider of revenue cycle management services to the Brazilian healthcare industry. And this partnership marks a significant milestone in Intuitive Care’s growth journey, positioning the company for success while maintaining its commitment to innovation and excellence in healthcare financial operations.

Simi Capital Buys $31 Million Miami Industrial Portfolio

By Amit Chowdhry ● Jun 1, 2025

Simi Capital Group, a real estate investment firm specializing in various equity and debt strategies, founded by Andrew Skydell and Jacob Diamond, has announced the acquisition of a coveted industrial portfolio in Miami, Florida, for $31 million.

EQT Selling Acumatica To Vista Equity Partners

By Amit Chowdhry ● May 31, 2025

EQT announced that the EQT VII fund has agreed to sell Acumatica to Vista Equity Partners. The deal marks a significant milestone in Acumatica's growth journey, following its transformation since EQT's initial investment in 2019.

Wolters Kluwer To Buy Brightflag In €425 Million Deal

By Amit Chowdhry ● May 30, 2025

Wolters Kluwer Legal & Regulatory announced that it has signed an agreement to acquire Brightflag, a fast-growing cloud-based provider of AI-powered legal spend and matter management software, for approximately €425 million in cash.

Leidos Acquires Kudu Dynamics In $300 Million Deal

By Amit Chowdhry ● May 30, 2025

Cantor Fitzgerald To Buy $11 Billion Hedge Fund Unit Of UBS

By Amit Chowdhry ● May 30, 2025

Cantor Fitzgerald announced that it has entered into a definitive agreement to acquire UBS’s O’Connor alternatives investment platform, which includes hedge funds, private credit, and commodities, with approximately $11 billion in invested assets. This deal will significantly support Cantor Fitzgerald’s Asset Management (CFAM) capabilities and support the company’s broader growth efforts across its core businesses, including Cantor, its global investment bank.

Diligent Buying Vault To Drive AI-Based Ethics And Compliance

By Amit Chowdhry ● May 30, 2025

Diligent, an AI leader in governance, risk and compliance (GRC) SaaS solutions, announced its acquisition of Vault, an AI-powered ethics and compliance solution that enables organizations to foster a speak-up culture, mitigate misconduct risks, and strengthen compliance. Recognizing the limitations of outdated ethics and compliance systems, this acquisition marks a significant step toward a new era of proactive integrity. By integrating Vault’s Speak Up technology into Diligent’s GRC platform, organizations can identify risks earlier, respond more quickly, and foster greater trust among employees and stakeholders.

Raymond James Brings In $2.7 Billion Trustmark Team

By Amit Chowdhry ● May 29, 2025

Raymond James Financial Institutions Division (FID) announced that Trustmark National Bank has selected the firm’s platform to enhance its financial planning and advisory offering, as announced by Stephen Kruchten, president of FID. With this new setup, Trustmark Financial Services (TFS) will provide clients with investment and wealth management services through Raymond James Financial Services.