Mergers & Acquisitions

LPL Onboards $220 Million Trimp Wealth Management Team

By Amit Chowdhry ● Apr 13, 2025

LPL Financial announced that father-son financial advisors Patrick Trimp, CFP, and Jack Trimp, ChFC, of Trimp Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor, and custodial platforms. They reported serving approximately $220 million in advisory, brokerage, and retirement plan assets and joined LPL from Nations Financial Group.

Broadstreet Partners: Ownership Position Acquired By Ethos Capital, BCI, And White Mountains

By Amit Chowdhry ● Apr 13, 2025

BroadStreet Partners, a leading North American insurance brokerage company, announced that an investor group led by Ethos Capital, British Columbia Investment Management Corporation (BCI), and White Mountains Insurance Group will acquire an ownership position in BroadStreet. Under the terms of the deal, Ontario Teachers’ Pension Plan will maintain a significant co-control stake and operate in partnership with the Ethos-led investor group.

Peak Mobile Holdings Acquiring New England Vascular Access

By Amit Chowdhry ● Apr 13, 2025

Peak Mobile Holdings, a leader in mobile healthcare services focused on preventing hospital admissions and readmissions, announced the acquisition of New England Vascular Access, a premier provider of mobile vascular access services across New Hampshire, Vermont, and Maine.

Magna5 Buying Shock IT To Expand Managed IT And Cybersecurity

By Amit Chowdhry ● Apr 13, 2025

Magna5 - a national provider of managed IT, cybersecurity, and cloud-based services, and NewSpring Holdings platform company - announced the acquisition of Shock I.T. Support (Shock IT), a regional leader in managed IT, cybersecurity, and network and wireless design and installation services, with a large footprint in Eastern Pennsylvania and New Jersey.

OpenGate Capital To Sell Player One Amusement Group To GENDA

By Amit Chowdhry ● Apr 12, 2025

OpenGate Capital announced that it has entered into a binding agreement for the sale of Player One Amusement Group, an experiential entertainment for consumers to GENDA

Amca: $76.5 Million Raised To Acquire And Develop Aerospace And Defense Products

By Amit Chowdhry ● Apr 12, 2025

The Advanced Manufacturing Company of America (Amca), based in El Segundo, California, launched with $76.5 million in initial funding and a vision for renewing the aerospace and defense industry's entrepreneurial spirit and engineering legacy. Backed by Caffeinated Capital, Founders Fund, Lux Capital, Andreessen Horowitz, and others, Amca acquired its first supplier (Electro-Mech Components) in South El Monte, CA, and counts Boeing among its customers for its line of human-machine interface products.

Magic Eden To Buy Mobile-First Crypto Trading App Slingshot

By Amit Chowdhry ● Apr 12, 2025

Magic Eden announced it will buy the leading crypto trading app Slingshot. Through this acquisition, Magic Eden will take a significant step forward from an NFT and digital asset platform to become the most extensive and all-encompassing trading platform in crypto.

G&A Partners Expands HCM Division With Purchase Of AmCheck Austin and Las Vegas

By Amit Chowdhry ● Apr 12, 2025

G&A Partners announced the expansion of its Human Capital Management (HCM) division by acquiring the last two independently operated AmCheck franchises, one in Austin, Texas, and the other in Las Vegas, Nevada. Through this acquisition, G&A Partners, a leading national professional employer organization (PEO) and human resources outsourcing (HRO) provider, is reinforcing a commitment to delivering scalable, robust HCM technology to growing businesses nationwide.

Construction Management Company Kleinfelder Group Buying Veenstra & Kimm

By Amit Chowdhry ● Apr 11, 2025

Lindsay Goldberg (a leading private equity firm focused on partnering with families and founders) announced that The Kleinfelder Group (a leading engineering, design, construction management, construction materials inspection and testing, and environmental professional services firm backed by Lindsay Goldberg) has acquired Veenstra & Kimm (V&K).

OS Therapies: Acquisition Of Advaxis Immunotherapies Assets Completed

By Amit Chowdhry ● Apr 11, 2025

OS Therapies, a clinical-stage immunotherapy and Antibody Drug Conjugate (ADC) biopharmaceutical company, announced that it has completed the acquisition of Advaxis Immunotherapies' listeria-based cancer immunotherapy assets from Ayala Pharmaceuticals.

OQ Chemicals Acquired By Strategic Value Partners And Blantyre Capital

By Amit Chowdhry ● Apr 11, 2025

Strategic Value Partners (a global alternative investment firm with about $22 billion of assets under management) and Blantyre Capital (a London-based investment manager with over €2.7 billion of long-term capital commitments) announced that SVP-managed funds and Blantyre-managed funds have acquired OQ Chemicals, a leading global producer and merchant of oxo chemicals. As part of the deal, OQ Chemicals will reinstate its name to OXEA, reaffirming its longstanding presence in the global chemicals industry.

ZOZO Buying Lyst In $154 Million Deal

By Amit Chowdhry ● Apr 11, 2025

LYST (a leading global fashion shopping platform) announced it has entered into a definitive agreement to be acquired by ZOZO, which operates a leading fashion e-commerce platform in Japan, for $154 million. Following the deal's closing, Lyst will become a wholly owned subsidiary of ZOZO. ZOZO and Lyst together share a vision to transform the online fashion shopping experience by bringing joy back to fashion discovery.

DNSFilter Buying Zorus To Improve End User Protection

By Amit Chowdhry ● Apr 11, 2025

DNSFilter - a cybersecurity leader in content and threat filtering at the DNS layer - announced its acquisition of Zorus, an innovative provider of endpoint-based web filtering and user behavior analytics. This strategic deal extends DNSFilter's filtering capabilities and reinforces its commitment to Managed Service Providers (MSPs).

EQT Selling Karo Healthcare To KKR

By Amit Chowdhry ● Apr 11, 2025

EQT and KKR announced that EQT VIII fund agreed to sell Karo Healthcare to KKR. This deal marks the next chapter for Karo as it continues to advance its growth strategy under KKR's ownership, building on its transformation into one of Europe's leading consumer health platforms since EQT's initial investment.

F.N.B. Acquiring Raptor Partners To Expand Capital Markets Services

By Amit Chowdhry ● Apr 11, 2025

F.N.B. and its wholly owned broker dealer subsidiary announced that it has entered into a definitive agreement to buy Raptor Partners, an independent investment banking firm focused on delivering financial advisory services to public and private companies.

H.I.G. Capital: Acquisition Of GetixHealth Completed

By Amit Chowdhry ● Apr 11, 2025

H.I.G. Capital, a global alternative investment firm with $68 billion under management, announced that an affiliate has completed a strategic investment in GetixHealth.

Osaic Onboards $450 Million NoxNumis Team

By Amit Chowdhry ● Apr 11, 2025

Osaic announced NoxNumis, a wealth management firm based in Wichita, Kansas, that serves over $450 million in client assets, as the latest advisor to join its community.

Carson Group Acquires $314 Million Mommaerts Mahaney Financial Services Team

By Amit Chowdhry ● Apr 11, 2025

Carson Group, a leading wealth advisory firm with almost $41 billion in assets under management (AUM), announced the full acquisition of Mommaerts Mahaney Financial Services. Headed by founder Jon Mommaerts, CFP, the Marquette, Michigan-based firm serves about $314 million AUM and will rebrand as a Carson Wealth office in Marquette.