Mergers & Acquisitions

Health Wave Partners Acquires Alamar Senior Living

By Amit Chowdhry ● Jul 15, 2026

Health Wave Partners has acquired Alamar Senior Living, a 134-unit assisted living and memory care community in Wellington, Florida. The financial terms of the transaction were not disclosed.

ACR Acquires RediBagUSA In Eleventh Add-On Under Oridian Capital Ownership

By Amit Chowdhry ● Jul 15, 2026

ACR (AmerCareRoyal), a provider of foodservice essentials and operational supplies backed by Oridian Capital Partners, has acquired the assets of RediBagUSA, a supplier of reusable retail bags, paper products, and sustainable packaging solutions. The transaction is ACR's eleventh acquisition under Oridian's ownership. RediBagUSA President and CEO Jeff Rabiea will remain with the business alongside key members of the management team.

LPL Financial Welcomes $370 Million Firm Buell Wealth Management

By Amit Chowdhry ● Jul 15, 2026

LPL Financial announced that the financial advisors of Buell Wealth Management have joined its broker-dealer and Registered Investment Advisor platform. The team reported serving approximately $370 million in advisory, brokerage, and retirement plan assets and joins from Buell Securities Corporation.

Tempus Realty Partners Announces $42 Million In Arkansas Acquisitions For Tempus Evergreen Fund

By Amit Chowdhry ● Jul 15, 2026

Tempus Realty Partners, an Arkansas-based real estate investment firm, announced the acquisition of two properties totaling approximately $42.1 million for its perpetual-life investment vehicle, Tempus Evergreen. The acquisitions include five buildings spanning 336,242 square feet across roughly 22.5 acres in North Little Rock and Fayetteville, Arkansas.

Apollo Completes Acquisitions Of Emerald And Questex To Build Combined B2B Events And Media Platform

By Amit Chowdhry ● Jul 15, 2026

Apollo has completed the acquisitions of Emerald Holding (NYSE: EEX) and Questex through Apollo-managed funds, combining the two businesses into a single scaled B2B experiential events and media platform. Emerald stockholders received $5.03 per share in cash. Emerald's common stock has ceased trading and been delisted from the New York Stock Exchange. Financial terms of the Questex acquisition were not disclosed.

Thomson Reuters Sells 51% Stake In Global Print Business To KKR For $500 Million

By Amit Chowdhry ● Jul 15, 2026

Thomson Reuters has agreed to sell a 51% stake in its Global Print business to KKR for approximately $500 million, creating a new joint venture focused on distributing legal and tax information through print and digital books.

ICE USA Acquires Southeastern Land Company In Fourth Platform Add-On

By Amit Chowdhry ● Jul 15, 2026

Infrastructure Consulting & Engineering USA (ICE USA), a transportation-focused engineering and consulting platform backed by lower middle-market private equity firm Godspeed Capital Management, has acquired Southeastern Land Company (SLC), a right-of-way and easement acquisition firm serving public infrastructure and utility clients across North and South Carolina. Financial terms were not disclosed. The transaction is the fourth add-on acquisition under the ICE USA platform.

flyExclusive Completes Acquisition of Jet.AI Aviation Assets

By Amit Chowdhry ● Jul 15, 2026

flyExclusive, a Kinston, North Carolina-based provider of private aviation services, has completed its previously announced acquisition of Jet.AI's aviation assets. The transaction delivers a mix of operating assets, future fleet positions, marketable securities, and cash, rather than a straightforward purchase of aircraft and customers alone. Financial terms were not separately disclosed.

Mitsubishi Electric Acquires HVAC Sales, Installation and Maintenance Companies Of APAC And COMPAC Groups In Netherlands

By Amit Chowdhry ● Jul 15, 2026

Mitsubishi Electric announced that its wholly owned subsidiary Mitsubishi Electric Hydronics & IT Cooling Systems S.p.A. acquired all shares of the APAC group and the COMPAC group, including their operating companies involved in HVAC sales, installation, and maintenance, on July 13. Both groups were headquartered in Utrecht Province in the Netherlands.

First Washington Realty Acquires Evergreen Village In Bellevue

By Amit Chowdhry ● Jul 15, 2026

First Washington Realty has acquired Evergreen Village, a 123,562-square-foot grocery-anchored community shopping center in Bellevue, Washington. The financial terms of the transaction were not disclosed.

Daida Acquires Foveonics Document Solutions, Adding Market-Leading Platform to National Government Services Practice

By Amit Chowdhry ● Jul 15, 2026

Daida, a national provider of business process services, document digitization, digital workflow, and enterprise content management services, announced the acquisition of Foveonics Document Solutions, a New Jersey-based leader in document scanning, digital records outsourcing, and enterprise content management solutions serving state and local governments. The transaction represents Daida's sixth add-on acquisition under the ownership of HiGro Group and its affiliates, and the first of two acquisitions Daida completed in 2026.

Milhaus And SRG Residential Complete Merger And Acquires Broadshore Capital To Build $2.5 Billion Multifamily Platform

By Amit Chowdhry ● Jul 15, 2026

Milhaus, an Indianapolis-based multifamily developer, owner, and operator, has completed a merger with SRG Residential and separately announced an agreement to acquire Broadshore Capital Partners, an institutional investment management and lending firm. The two transactions together form a vertically integrated national multifamily platform with a $2.5 billion development pipeline, more than 50,000 apartment homes under third-party management, and approximately 1,400 employees operating across more than 20 U.S. markets. Financial terms of either transaction were not disclosed. The Broadshore acquisition is expected to close in late summer 2026.

Veritas Capital To Acquire BGIS

By Amit Chowdhry ● Jul 15, 2026

Veritas Capital has entered into a definitive agreement to acquire BGIS from CCMP Capital Advisors and Alberta Investment Management Corporation. The financial terms of the transaction were not disclosed.

Meet The People Acquires The LOOMIS Agency, Advancing Its New Generation Agency Model

By Amit Chowdhry ● Jul 15, 2026

Meet The People (MTP), the advertising holding company for big and mid-sized clients, announced its expansion into the South with the acquisition of The LOOMIS Agency, a Dallas-based, culture-driven challenger brand specialist, and its digital marketing arm, iluminere. The deal extends MTP's platform into one of the country's largest corporate markets, growing the group to 12 brands and over 850 employees across North America.

Acumatica Acquires Vertrax To Expand Fuel And Energy Distribution Software

By Amit Chowdhry ● Jul 15, 2026

Acumatica has acquired Vertrax, a longtime technology partner that provides cloud-based enterprise resource planning and business management software for the fuel and energy distribution industry. The financial terms of the transaction were not disclosed.

RealPage Acquires Cherre To Build AI-Powered Real Estate Intelligence Platform

By Amit Chowdhry ● Jul 15, 2026

RealPage has completed its acquisition of Cherre, a real estate data intelligence company serving institutional property owners, investment managers and operators. The financial terms of the transaction were not disclosed.

Railmark Acquires Katahdin Railcar Services To Expand Tank Car Repair Network

By Amit Chowdhry ● Jul 15, 2026

Railmark Holdings, a Henderson, Kentucky-based rail services company, has acquired Katahdin Railcar Services LLC, an Association of American Railroads (AAR)-certified tank car repair operation based in Derby, Maine. Financial terms were not disclosed. The acquisition brings Railmark to 13 operating locations across 11 states, three of which are shortline railroads.

SST VI To Acquire SSGT III In $1.2 Billion All-Stock Self-Storage Merger

By Amit Chowdhry ● Jul 15, 2026

Strategic Storage Trust VI (SST VI) has entered into a definitive agreement to acquire Strategic Storage Growth Trust III (SSGT III) in an all-stock merger valued at approximately $1.2 billion in total asset value. Both companies are sponsored by affiliates of SmartStop Self Storage REIT.

ORTEC Acquires TOBA HR Solutions To Expand Healthcare Workforce Management Platform

By Amit Chowdhry ● Jul 15, 2026

ORTEC has acquired TOBA HR Solutions, a provider of workforce management software for healthcare organizations in Belgium and Luxembourg. The financial terms of the transaction were not disclosed.

PointsKash Acquires ChainBytes Software Assets in All-Stock Acqui-Hire

By Amit Chowdhry ● Jul 15, 2026

PointsKash, a financial technology company developing self-service financial kiosks, digital banking, cryptocurrency, and loyalty rewards solutions, has completed the acquisition of the proprietary software assets of ChainBytes in an all-stock transaction that closed July 10, 2026. As part of the deal, ChainBytes founder and lead software developer Eric Grill has joined PointsKash as Principal Software Architect. Financial terms were not disclosed.

Acorn Capital Management Completes Sale Of Berry Aviation To Bristow Group

By Amit Chowdhry ● Jul 15, 2026

Creative Planning Expands Commercial Insurance Capabilities With Addition Of Lovell Insurance Group

By Amit Chowdhry ● Jul 15, 2026

Creative Planning, one of the nation's leading registered investment advisory firms, announced the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial insurance, surety, and risk management solutions. As part of the transaction, John Lovell, Mike Pernice, and Georgia Williams have joined the Creative Planning team.

PartnerOne Acquires ISI Analytics to Expand Enterprise Collaboration Intelligence Portfolio

By Amit Chowdhry ● Jul 15, 2026

PartnerOne, an enterprise software acquisition group, has acquired ISI Analytics, a provider of analytics and operational intelligence tools for enterprise collaboration platforms including Microsoft Teams, Cisco, and Webex. Financial terms were not disclosed.

NFP Acquires Total Benefits Advisors To Expand Northeast Ohio Presence

By Amit Chowdhry ● Jul 15, 2026

NFP, an Aon company, has acquired Total Benefits Advisors, a Cleveland-based advisory firm specializing in employee benefits, retirement services, and wealth management. The financial terms of the transaction were not disclosed.

Cents Acquires Insight Systems To Expand Laundry Industry Data And Reporting

By Amit Chowdhry ● Jul 15, 2026

Cents has acquired Insight Systems, a business intelligence, dashboarding, and reporting platform developed for the garment care industry. The financial terms of the transaction were not disclosed.

PEF Advisors Acquires Carroll Tower Apartments In St. Charles, Illinois

By Amit Chowdhry ● Jul 15, 2026

Preservation Equity Fund Advisors, LLC (PEF Advisors), a real estate private equity firm focused on preserving existing affordable housing in high-cost markets, announced the acquisition of Carroll Tower, a 108-unit affordable senior housing community in St. Charles, Illinois. This represents PEF Advisors' third acquisition in the greater Chicago metropolitan area.

Wealth Enhancement Acquires WealthShield Partners And Madison Oaks Wealth Partners With Over $993 Million in Client Assets

By Amit Chowdhry ● Jul 15, 2026

Wealth Enhancement, a national independent wealth management firm, announced it has acquired the investment advisory business of Raleigh-area WealthShield Partners, led by Managing Partner Robert Leggett, and its affiliated wealth management practice, Madison Oaks Wealth Partners, led by Managing Partner Scott Lord and partners Kenny Bollinger, Stuart Gay, and John Maher. Madison Oaks Wealth Partners operated as a DBA of WealthShield Partners. Together, the organizations managed more than $993 million in client assets and have joined Wealth Enhancement as the Emerald Team and Madison Oaks Team.

VLS Environmental Solutions Acquires ECC to Expand West Coast Hazardous Waste Network

By Amit Chowdhry ● Jul 15, 2026

VLS Environmental Solutions has acquired Environmental & Chemical Consulting (ECC), a Los Angeles-based provider of hazardous and non-hazardous waste management services, in a move that extends VLS's footprint into Northern California and consolidates its position across the western United States. Financial terms were not disclosed.

IMB Partners Acquires Strategic Land Services

By Amit Chowdhry ● Jul 15, 2026

IMB Partners has acquired Strategic Land Services, a Georgia-based heavy civil contractor specializing in site preparation and infrastructure services for electric utility projects. The transaction was completed in late May, and its financial terms were not disclosed.

IFG’s Expanded Recruiting Platform Sees Momentum With New Advisor Offices Representing Over $1 Billion in Assets

By Amit Chowdhry ● Jul 15, 2026

Independent Financial Group (IFG), a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide, announced that its strategic investment in expanding its national recruiting and transition platform is delivering results, with the addition of multiple established advisor offices representing over $1 billion in total client assets.