Mergers & Acquisitions

Why Carta Is Buying Sirvatus

By Amit Chowdhry ● Oct 18, 2025

Carta, the software platform purpose-built for private capital markets, announced the acquisition of Sirvatus, a leading loan administration platform for private credit funds. The transaction positions Carta as the first fully integrated platform for private credit fund CFOs, combining fund administration, loan operations, and investor reporting within one end-to-end solution. The newly rebranded product, Carta Loan Operations, delivers audit-ready automation and unprecedented transparency to an industry long reliant on manual and fragmented systems.

Boston Scientific To Buy Nalu Medical For $533 Million For Expanding Chronic Pain Treatment Portfolio

By Amit Chowdhry ● Oct 17, 2025

Boston Scientific announced it has entered into a definitive agreement to acquire Nalu Medical, Inc., a privately held medical technology company known for its innovative neurostimulation system designed to treat chronic peripheral nerve pain. The deal, valued at approximately $533 million in upfront cash for the remaining equity not already owned by Boston Scientific, deepens the company’s investment in neuromodulation and chronic pain management technologies.

Juniper Square Expanding Into Private Credit With Tenor Digital Acquisition

By Amit Chowdhry ● Oct 17, 2025

Juniper Square, a leading fund operations partner serving over 2,000 private markets general partners (GPs), announced its acquisition of Tenor Digital, an AI-enabled platform designed for private credit lenders and loan administrators. The acquisition marks a significant step in Juniper Square’s expansion into the rapidly growing private credit market.

Beacon Pointe Expanding Into D.C. With Acquisition Of $857 Million AUM Company The Family Firm

By Amit Chowdhry ● Oct 17, 2025

Beacon Pointe Advisors has announced the acquisition of The Family Firm, a Bethesda-based registered investment adviser (RIA) managing $857 million in assets, marking a significant milestone in Beacon Pointe’s continued national expansion.

BIP Wealth Expanding In Atlanta With Acquisition Of $900+ Million AUM Firm Prehmus Financial

By Amit Chowdhry ● Oct 17, 2025

BIP Wealth, one of the Southeast’s leading registered investment advisory firms, has announced the acquisition of Prehmus Financial Partners, a well-established wealth management firm overseeing more than $900 million in assets under management (AUM). The blended cash and equity transaction expands BIP Wealth’s total AUM to over $5 billion, marking a significant milestone in the firm’s continued growth strategy across Metro Atlanta and the broader Southeast region.

Cetera Onboards $1.1 Billion Firm King Financial Network

By Amit Chowdhry ● Oct 17, 2025

Cetera Financial Group, one of the nation’s leading wealth management firms, announced that King Financial Network (KFN), a Manalapan, New Jersey-based multifamily office managing more than $1.1 billion in assets under administration, has joined Summit Financial Networks, one of Cetera’s communities within the Cetera Advisor channel.

Swoogo Buying Amae Live For Expanding Custom Event Solutions

By Amit Chowdhry ● Oct 17, 2025

Swoogo, a leading event management platform known for empowering event professionals with flexibility and control, has announced its acquisition of Amae Live, a custom event technology and development firm founded by Leonora Valvo. The deal strengthens Swoogo’s Professional Services team and expands its ability to deliver advanced, branded, and technically sophisticated event solutions to clients worldwide.

Platinum Equity To Buy Owens & Minor’s Products And Healthcare Services Business

By Amit Chowdhry ● Oct 16, 2025

Platinum Equity announced that it has signed a definitive agreement to acquire the Products & Healthcare Services (P&HS) segment of Owens & Minor (NYSE: OMI), a leading U.S. medical supply distribution platform. As part of the transaction, Owens & Minor will retain a 5% equity stake in the divested business, which will operate as a standalone company following the acquisition.

Merit Financial: $476 Million Team Obsidian Planning Solutions Onboarded

By Amit Chowdhry ● Oct 16, 2025

Merit Financial Advisors, a Georgia-based wealth management firm specializing in financial planning for high-net-worth individuals and families, announced its acquisition of Obsidian Planning Solutions, a Maryland-based firm known for its expertise in business succession planning. The deal represents Merit’s 50th acquisition and its first entry into the Maryland market, adding $476 million in assets and two new offices in Rockville and Columbia.

Lone Star Funds Buying Hillenbrand In $3.8 Billion All-Cash Deal

By Amit Chowdhry ● Oct 16, 2025

Hillenbrand, a global industrial company specializing in highly engineered processing equipment and solutions, announced that it has entered into a definitive agreement to be acquired by an affiliate of Lone Star Funds. The all-cash deal values Hillenbrand at $32 per share, representing an enterprise value of approximately $3.8 billion.

AIP, MGX, And BlackRock’s GIP To Buy Aligned Data Centers In $40 Billion Deal

By Amit Chowdhry ● Oct 16, 2025

A consortium composed of the Artificial Intelligence Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP) announced that it will acquire 100% of the equity in Aligned Data Centers from funds managed by Macquarie Asset Management and its co-invest partners. The transaction, which implies an enterprise value of approximately $40 billion, marks one of the largest deals in the digital infrastructure sector and underscores the accelerating global investment in AI and cloud data infrastructure.

S&P Global To Buy With Intelligence For $1.8 Billion

By Amit Chowdhry ● Oct 16, 2025

S&P Global announced it has agreed to acquire With Intelligence from a group led by Motive Partners for $1.8 billion in cash. The acquisition significantly enhances S&P Global’s capabilities across private markets data, analytics, and workflow solutions, positioning the company as one of the most comprehensive providers of private markets intelligence globally.