Mergers & Acquisitions

Lido Advisors Partners With $500 Million RAUM Firm Stuart Chaussée & Associates

By Amit Chowdhry ● Dec 14, 2025

Lido Advisors announced it will partner with Stuart Chaussée & Associates, an independent wealth management firm based in Palos Verdes, California, expanding Lido’s presence in the Los Angeles region and adding capabilities focused on defined-outcome strategies for high-net-worth clients.

Trinity Consultants Buys Meridian Consultants To Expand California CEQA, NEPA, And Land Use Services

By Amit Chowdhry ● Dec 14, 2025

Trinity Consultants has acquired Meridian Consultants, adding a California-based environmental and natural resource planning firm as Trinity continues to broaden its environmental consulting capabilities and deepen its presence in the Western U.S.

Shelton Capital To Buy Stringer Asset Management, Adding $650 Million In Risk-Managed ETF Portfolios

By Amit Chowdhry ● Dec 14, 2025

Shelton Capital Management has agreed to acquire the assets of Stringer Asset Management, a Memphis-based investment firm focused on risk-managed portfolio solutions for financial advisors and their clients. The transaction is expected to bring Shelton’s total assets to more than $7 billion and will preserve Stringer’s full investment team and continuity of strategy.

Everli: $10 Million Loan Facility Secured As It Targets Q1 2026 Public Debut

By Amit Chowdhry ● Dec 14, 2025

Everli Global Inc., the holding company for Italian online grocery marketplace Everli S.p.A., has secured a $10 million loan facility tied to its previously announced business combination agreement with Melar Acquisition Corp I (MACI), providing additional capital as the company moves toward an expected public debut in the first quarter of 2026.

Mollie To Buy GoCardless To Build Unified European Payments And Bank Payment Platform

By Amit Chowdhry ● Dec 14, 2025

Mollie has signed an agreement to acquire bank payment company GoCardless in a deal aimed at creating what the companies describe as Europe’s most complete payment platform, combining card payments, local payment methods, and bank payments under a single provider.

Argo Infrastructure Partners Increases TierPoint Stake As Total Capital Formation Reaches $3 Billion

By Amit Chowdhry ● Dec 14, 2025

Argo Infrastructure Partners increased its ownership in TierPoint after acquiring, on behalf of its managed funds, the equity interests held by the majority of the company’s minority shareholders. The private transaction, which has closed and did not disclose financial terms, further deepens Argo’s backing of TierPoint as demand accelerates for enterprise data center services across the U.S.

DLC Buys $429 Million Multistate Retail Portfolio In Partnership With DRA Advisors

By Amit Chowdhry ● Dec 13, 2025

DLC, a private owner, operator, and third-party manager of open-air shopping centers, has acquired an eight-property retail portfolio spanning five states for $429 million through a joint venture with a fund managed by DRA Advisors. The off-market transaction covers approximately 2.12 million square feet of retail space. And it marks DLC’s first retail investments in both Phoenix, Arizona, and Oklahoma, while expanding its existing presence in Texas and Florida.

Pinterest To Buy tvScientific To Expand Performance Advertising Into Connected TV

By Amit Chowdhry ● Dec 13, 2025

Pinterest announced that it has entered into a definitive agreement to acquire tvScientific, a connected TV performance advertising platform, marking a significant expansion of its performance advertising capabilities into the rapidly growing connected TV market.

TCS Acquires Coastal Cloud In $700 Million Deal

By Amit Chowdhry ● Dec 13, 2025

Tata Consultancy Services has signed a definitive agreement to acquire Coastal Cloud, a leading U.S.-based Salesforce consulting firm, in an all-cash transaction valued at $700 million, significantly expanding its global Salesforce advisory and consulting capabilities and strengthening its AI-led transformation strategy.

Cision Acquires Trajaan To Expand AI-Based Search Intelligence Across Its Platforms

By Amit Chowdhry ● Dec 13, 2025

Cision, a global provider of consumer and media intelligence solutions, has acquired Trajaan, an industry-leading search intelligence platform, to accelerate Cision’s artificial intelligence and data strategy. The acquisition deepens Cision’s ability to deliver predictive insights by combining search behavior, conversational intelligence, and generative AI analytics across its product ecosystem.

Prudent Growth Partners Acquires Baker Cypress Marketplace

By Amit Chowdhry ● Dec 13, 2025

Prudent Growth Partners, a private equity real estate firm headquartered in Chapel Hill and Charlotte, North Carolina, has completed the $5.75 million acquisition of Baker Cypress Marketplace, a 47,364-square-foot retail shopping center located in Houston, Texas. The transaction further expands the firm’s Texas retail footprint. And it aligns with its strategy of acquiring well-located, community-serving retail assets that offer durable cash flow and long-term value creation.

Mercer Onboards $1 Billion Firm Glass Jacobson Wealth To Expand Mid-Atlantic Presence

By Amit Chowdhry ● Dec 13, 2025

Mercer Advisors has acquired Glass Jacobson Wealth Advisors, a Maryland-based wealth management firm overseeing approximately $1 billion in assets under management, strengthening its presence across the Mid-Atlantic region and expanding its footprint throughout the Baltimore and Washington, D.C. corridor.

DXP Enterprises Buys Pump Solutions To Deepen Presence In Water And Wastewater Market

By Amit Chowdhry ● Dec 13, 2025

DXP Enterprises has completed the acquisition of Pump Solutions, a Texas-based distributor and service provider focused on the water and wastewater industry, further strengthening DXP’s national footprint in the sector and deepening its presence in its home market of Texas.

Detroit Manufacturing Systems Completes Acquisition Of Android Industries And Avancez

By Amit Chowdhry ● Dec 13, 2025

Detroit Manufacturing Systems has completed its previously announced acquisition of Android Industries and Avancez, formally establishing a new global manufacturing and assembly company operating under the name Voltava. The newly formed entity is headquartered in Auburn Hills, Michigan, and is wholly owned by Bruce Smith, who will serve as Chairman and Chief Executive Officer.

Bluespring Wealth Partners Closed Nine Acquisitions In 2025, Adding Over $6 Billion in Client Assets

By Amit Chowdhry ● Dec 12, 2025

Bluespring Wealth Partners has capped a milestone year with the completion of nine acquisitions in 2025, bringing more than $6 billion in additional assets under management onto its platform and reinforcing its position as a leading acquirer in the hybrid registered investment advisor space.

Joy Parenting Club Acquires Heba Care To Expand AI-Based Parenting And Family Health Support

By Amit Chowdhry ● Dec 12, 2025

Joy Parenting Club has acquired Heba Care, a digital health platform focused on supporting families navigating complex health and developmental needs, in a move that significantly expands Joy’s ambition to build the most comprehensive AI-powered parenting ecosystem. The transaction brings clinically validated care-coordination tools into Joy’s platform while accelerating the company’s mission to provide always-on, trusted guidance to parents worldwide.

KVP International Buys SafePath-IVD To Expand Veterinary And Human Diagnostics Capabilities

By Amit Chowdhry ● Dec 12, 2025

KVP International has acquired SafePath Laboratories and IVD Research, collectively known as SafePath-IVD, strengthening its position in veterinary diagnostics while expanding capabilities across human health markets. Financial terms of the transaction were not disclosed.

IFP Onboards $700 Million CenterBridge Planning Team

By Amit Chowdhry ● Dec 12, 2025

Independent Financial Partners has brought on CenterBridge Planning Group, a five-advisor team overseeing more than $700 million in client assets, marking one of the firm’s most significant team additions to date.

Concurrent Adds 10 Advisors In Q4 As Firm Accelerates Toward $15 Billion In AUM

By Amit Chowdhry ● Dec 12, 2025

Concurrent Investment Advisors added ten advisors across the fourth quarter as the Tampa-based hybrid RIA continued a year of rapid expansion, bringing its total wealth and retirement assets to more than $30 billion. The growth reflects the firm’s ongoing momentum with its independent platform model as it moves toward surpassing $15 billion in assets under management.

Mars Finalizes Acquisition Of Kellanova

By Amit Chowdhry ● Dec 12, 2025

Mars, Incorporated has completed its acquisition of Kellanova, uniting two long-standing consumer goods companies and creating a broader global snacking powerhouse. The deal brings together Kellanova’s portfolio of billion-dollar snack brands, including Pringles, Cheez-It, Pop-Tarts, Rice Krispies Treats, RXBAR, and Kellogg’s international cereal brands, with Mars’ existing lineup of major confectionery and snack products such as Snickers, M&M’s, Twix, Dove, Skittles, Extra, Kind, and Nature’s Bakery.