Mergers & Acquisitions

LPL Onboards $160 Million Firm Guidepost Wealth Management

By Amit Chowdhry ● Aug 18, 2026

LPL Financial has added financial advisor Chris Stockton, CEPA, and his Guidepost Wealth Management practice to its broker-dealer and Registered Investment Advisor platform, bringing approximately $160 million in advisory, brokerage, and retirement plan assets. Stockton joins LPL from Edward Jones.

KKR Reportedly Makes $9 Billion Takeover Bid For UGI At $42.50 Per Share

By Amit Chowdhry ● Aug 18, 2026

KKR has made an approximately $9 billion takeover bid for UGI Corporation, the Pennsylvania-based energy company whose businesses span natural gas and electric utilities, propane distribution and energy infrastructure, according to The WSJ. The private equity firm offered to acquire UGI for $42.50 per share, according to people familiar with the matter.

Seismic Completes Highspot Merger, Creating 3.5 Million-User GTM Platform With $100 Million+ Annual R&D Investment

By Amit Chowdhry ● Aug 18, 2026

Seismic has completed its merger with Highspot, creating a combined go-to-market performance company serving 2,500 customers and 3.5 million sales, marketing and enablement users worldwide. The combined company will operate under the Seismic name and will be led by Seismic Chief Executive Officer Rob Tarkoff.

MAI Capital Acquires $551 Million Firm OG Private Wealth To Expand California Presence

By Amit Chowdhry ● Aug 18, 2026

MAI Capital Management has acquired OG Private Wealth, a fee-only registered investment adviser with approximately $551 million in assets under management, expanding MAI’s presence in California and strengthening its capabilities for entrepreneurs, business owners and affluent families. Terms of the transaction were not disclosed.

Osaic Adds $250 Million Firm O’Reilly Through Millenia Investments

By Amit Chowdhry ● Aug 18, 2026

O’Reilly LLC has joined Millenia Investments and affiliated with Osaic, bringing approximately $250 million in client assets to the combined wealth management platform. The Chesterfield, Missouri-based firm was previously affiliated with LPL Financial.

Checkr Acquires Truv To Expand Across $45 Billion Verification Market And Reach 96% Of U.S. Workforce

By Amit Chowdhry ● Aug 18, 2026

Checkr has acquired Truv, a consumer-permissioned income, employment and asset verification platform, expanding Checkr's presence in mortgage verification while marking its entry into government benefits eligibility verification. Financial terms of the transaction were not disclosed.

Goldman Sachs To Acquire LCN Capital Partners For Up To $410 Million, Adding $3 Billion NNN Platform

By Amit Chowdhry ● Aug 18, 2026

Goldman Sachs has agreed to acquire LCN Capital Partners, a triple net lease investment manager with approximately $3 billion in assets under supervision, in a transaction that could be worth up to approximately $410 million.

R1 To Acquire Humata Health As AI Prior Authorization Platform Delivers Up To 96% First-Pass Approval

By Amit Chowdhry ● Aug 18, 2026

R1 has agreed to acquire Humata Health, an AI-powered prior authorization technology company, in a deal designed to expand the automation capabilities of R1’s Phare Operating System and move healthcare providers and payers closer to real-time authorizations. Financial terms of the transaction were not disclosed. The acquisition is expected to close by the end of the third quarter.

Columna Capital Sells Majority Stake In Ardentis To Medbase After Doubling Dental Platform To 20 Clinics

By Amit Chowdhry ● Aug 18, 2026

Columna Capital has sold its majority stake in Ardentis Cliniques Dentaires to Medbase, bringing one of the leading dental care platforms in French-speaking Switzerland under the ownership of one of the country’s largest healthcare networks. Financial terms of the transaction were not disclosed. The transaction closed on August 14.