Mergers & Acquisitions

Infusion Marketing Group, QwickRate, And IntelliCredit Merge Under OptimaFI Brand

By Amit Chowdhry ● Jan 22, 2026

Three companies serving community financial institutions have combined to form OptimaFI, a new organization that brings together marketing, credit risk, and balance sheet strategy capabilities under one brand. The company said it currently serves more than 2,500 clients and will continue operating with existing client teams and service models unchanged.

Fair Holdings Completes $227 Million Take-Private Acquisition Of TrueCar

By Amit Chowdhry ● Jan 21, 2026

Fair Holdings, led by TrueCar founder Scott Painter, has completed a $227 million take-private acquisition of TrueCar in a deal backed by a strategic group that includes PenFed Credit Union, Zurich North America, AutoNation, Atlantic Coast Automotive, and several technology partners.

BioTissue Sells Surgical And Wound Care Unit To BioStem, Sharpening Focus On Ocular Therapies

By Amit Chowdhry ● Jan 21, 2026

BioTissue Holdings has completed the sale of its non-ocular Surgical and Wound Care business to BioStem Technologies, a deal that shifts BioTissue toward a tighter strategic focus on eye-care innovation while expanding BioStem’s footprint in placental-derived products for advanced wound care.

ActBlue Acquires Hey Victor to Expand Low-Cost Campaign Websites for Democrats

By Amit Chowdhry ● Jan 21, 2026

ActBlue has acquired Hey Victor, a website-building platform for Democratic campaigns, and will operate it as “Hey Victor by ActBlue.” The company said the move expands its down-ballot toolkit and is intended to make modern campaign websites more accessible to candidates without large budgets or specialized digital teams.

Mindgruve Accelerates European Growth With Acquisition Of Ameo

By Amit Chowdhry ● Jan 21, 2026

Mindgruve has acquired Hamburg-based commerce agency Ameo, a longtime provider of Amazon advertising and analytics services in Europe, as the company deepens its presence in international retail media and cross-border commerce. The deal expands Mindgruve’s footprint in Europe and aims to help U.S. brands scale performance in Germany and other major European markets, where marketplace dynamics and measurement standards can vary widely.

Helium Ventures Acquires InsurGrid, An Insurance Data Platform Used by 2,500 P&C Agents

By Amit Chowdhry ● Jan 21, 2026

Helium Ventures, an AI-native holding company that buys and operates software businesses, has acquired InsurGrid, a platform used by more than 2,500 property and casualty insurance agents to collect and verify insurance policy data.

Polycorp Acquires Iron Horse Engineering To Expand Rail Boot And Embedded Track Solutions

By Amit Chowdhry ● Jan 21, 2026

Polycorp, a portfolio company of Arsenal Capital Partners, has acquired Iron Horse Engineering Co., a rail-industry specialist known for inventing the original rail boot and for its embedded track technologies, as Polycorp looks to expand its rail product lineup and engineering capabilities.

Jack Morton And Impact XM To Merge, Forming Expanded Global Experiential Agency

By Amit Chowdhry ● Jan 21, 2026

Impact XM and Jack Morton said they will merge to create a combined global brand experience and experiential marketing agency operating under the Jack Morton name, bringing together more than 1,000 specialists across strategy, creative, client service, production, fabrication, and innovation.

Campfire Interactive Acquires Cover 4 PM To Broaden AI-Driven Profit Optimization For Manufacturers

By Amit Chowdhry ● Jan 21, 2026

Campfire Interactive announced it has acquired Cover 4 PM, adding program and project management capabilities to its AI-enabled profit optimization platform for automotive suppliers and manufacturers.

617 Collective Acquires Nominee Design, Expanding Its Founder-Led Agency Platform

By Amit Chowdhry ● Jan 21, 2026

617 Collective, a New York-based holding company focused on founder-led marketing, PR, and creative agencies, announced it has acquired Nominee Design, an Oklahoma-based strategic brand and creative studio. Terms of the transaction were not disclosed.

Choreo To Buy Assets Of Firms Northeast Financial Group And Herbein Financial Group ($1.3 Billion Client Assets Combined)

By Amit Chowdhry ● Jan 21, 2026

Choreo announced it has agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group, two Pennsylvania-based registered investment advisers with a combined $1.3 billion in client assets, in a deal subject to customary closing conditions.

Assurant Acquires RL Circular Operations To Expand APAC Reverse Logistics Footprint

By Amit Chowdhry ● Jan 21, 2026

Assurant has acquired RL Circular Operations and related subsidiaries, the reverse logistics division of Australia- and New Zealand-based TIC Group, as it pushes deeper into post-purchase services and circular economy solutions across Asia-Pacific. The deal, announced January 18, 2026, adds a major regional operator—formerly known as TIC Reverse Logistics—to Assurant’s Connected Living platform, strengthening returns management, device lifecycle services, and asset recovery capabilities for retailers, manufacturers, and suppliers.

ConnectWise Acquires zofiQ To Add Agentic AI Automation Across MSP Service Desk Workflows

By Amit Chowdhry ● Jan 21, 2026

ConnectWise has acquired zofiQ, an agentic AI company designed to automate high-volume managed service provider (MSP) service desk operations, as the company pushes what it calls the “Age of Autonomous Service.” The deal brings zofiQ’s AI agents deeper into ConnectWise’s professional services automation (PSA) workflows, with ConnectWise positioning the technology as a horizontal automation layer that will expand across its broader platform over time.

Gillson Sciences Expands Into Environmental Testing With SanAir Technologies Partnership

By Amit Chowdhry ● Jan 21, 2026

Gillson Sciences has partnered with SanAir Technologies Laboratory, adding accredited environmental testing and consulting capabilities to its analytical services platform as it broadens its focus from life sciences into a more integrated view of human health. The move reflects Gillson’s view that environmental conditions—such as air and water quality and broader community safety factors—can meaningfully influence long-term health outcomes, and that earlier identification of environmental risk can help strengthen prevention efforts.

Miami International Sells 90% of MIAXdx To Robinhood-Susquehanna Joint Venture

By Amit Chowdhry ● Jan 21, 2026

Miami International Holdings has completed the sale of a 90% stake in its MIAX Derivatives Exchange (MIAXdx) to a joint venture created by Robinhood Markets in partnership with Susquehanna International Group, while retaining a 10% ownership interest in the exchange and clearinghouse. MIAXdx operates as a Designated Contract Market and Derivatives Clearing Organization with CFTC approval to list and clear fully collateralized futures, options on futures and swaps, giving the new owners a regulated platform to expand in derivatives and so-called prediction markets.

Yale Realty: Virginia Beach Landstown Commons Acquired For $102 Million

By Amit Chowdhry ● Jan 21, 2026

An affiliate of Yale Realty Services Corp. has acquired Landstown Commons Shopping Center in Virginia Beach, Virginia, for $102 million, expanding the firm’s portfolio of open-air retail centers.

Energy Fuels To Acquire Australian Strategic Materials In $299 Million Deal

By Amit Chowdhry ● Jan 21, 2026

Energy Fuels announced it has signed a Scheme Implementation Deed to acquire Australian Strategic Materials Ltd. in a transaction the company values at about US$299 million, aiming to create what it describes as the largest fully integrated rare earth “mine-to-metal & alloy” producer outside of China.

LightPath Technologies To Acquire Amorphous Materials, Expanding Infrared Optics Capabilities

By Amit Chowdhry ● Jan 21, 2026

LightPath Technologies has acquired the assets of Amorphous Materials, Inc. (AMI), adding proprietary chalcogenide glass melting capabilities designed to support large-diameter infrared optics and expand the company’s U.S.-based manufacturing footprint. The deal was completed for $7.0 million in cash, with the potential for up to $3.0 million in additional equity consideration tied to technical milestones.

Precision53 Acquires The Iron Factory’s Club Machining And Chroming Assets

By Amit Chowdhry ● Jan 21, 2026

Precision53 (P53), a luxury U.S.-based golf equipment maker known for producing forged irons domestically, said it has acquired substantially all assets related to club machining, refinishing, and chroming from Arizona-based The Iron Factory. Financial terms were not disclosed.

Knightvest Capital Acquires Heritage Estates And Renames Community The Palmer

By Amit Chowdhry ● Jan 20, 2026

Knightvest Capital has acquired Heritage Estates, a 230-unit multifamily community in Orlando, Florida, marking the 15th investment in the firm’s Fund II and its third Orlando acquisition in the past six months. The transaction brings Knightvest’s total owned unit count in the Orlando market to 1,535.

Triple Whale Acquires Anteater To Expand AI-Powered Commerce Intelligence

By Amit Chowdhry ● Jan 20, 2026

Triple Whale has acquired Anteater, an AI visibility platform that measures how large language models surface brands, products, and sources in AI-generated answers. The deal marks Triple Whale’s first acquisition and positions the company to offer what it calls an end-to-end view of “AI search” performance—letting brands track LLM visibility alongside traditional commerce and marketing metrics, and tie that exposure to revenue outcomes.

Allworth Financial Acquires $500 Million AUM Firm Grunden Financial Advisory

By Amit Chowdhry ● Jan 20, 2026

Allworth Financial has acquired Grunden Financial Advisory, a Denton, Texas-based wealth management firm with approximately $500 million in assets under management, as the national registered investment advisor continues its expansion across Texas. The transaction adds offices in Denton and Addison and brings a six-person team with multigenerational client relationships and longstanding ties to the North Texas market.

Tailwater Capital Expands Upstream Platform With Northern Delaware Basin Non-Operated Leasehold Acquisition

By Amit Chowdhry ● Jan 20, 2026

Tailwater Capital and its upstream investment platform, Tailwater E&P, have acquired a diversified, non-operated leasehold position in the northern Delaware Basin spanning Lea and Eddy counties in New Mexico.

Montage Partners Exits Advantco In Sale To Argano

By Amit Chowdhry ● Jan 20, 2026

Montage Partners announced it has exited its investment in Advantco International, a Charlotte, North Carolina–based provider of enterprise integration software, following the company’s acquisition by Argano, LLC, a portfolio company of Trinity Hunt Partners.

Zeeco Acquires Devco Process Heaters To Expand Midstream Fired-Heater Capabilities

By Amit Chowdhry ● Jan 20, 2026

Zeeco, a Tulsa, Oklahoma-based provider of combustion and environmental solutions, has acquired Devco Process Heaters, a fired-heater design and technology company, in a move aimed at expanding Zeeco’s footprint in the U.S. midstream oil and gas market.

Jersey Coast Insurance Joins World Insurance Associates

By Amit Chowdhry ● Jan 20, 2026

World Insurance Associates, a Top 50 insurance brokerage, has acquired the business of Jersey Coast Insurance, an insurance agency based in Margate City, New Jersey. The transaction closed on October 1, 2025. Financial terms were not disclosed.

Highlander Partners Acquires Tapatío Hot Sauce From Saavedra Family

By Amit Chowdhry ● Jan 20, 2026

Highlander Partners has acquired Tapatío, the No. 5 hot sauce brand in the U.S., buying the business from the Saavedra family in a deal that brings in additional equity and new financing partners while keeping the founding family involved post-closing.

Perimeter Solutions Acquires Econo Fence, Expanding Protection Platform In Southern California

By Amit Chowdhry ● Jan 20, 2026

Perimeter Solutions Group (PSG), a Bertram Capital portfolio company building a national perimeter-protection platform, has acquired Southern California-based commercial and industrial fencing contractor Econo Fence, expanding PSG’s footprint in California. Terms were not disclosed.

CTSi, EXPANSIA, And JHNA Merge To Form Next-Generation Defense And Aerospace Technology Company

By Amit Chowdhry ● Jan 20, 2026

John H. Northrop & Associates (JHNA), Coherent Technical Services (CTSi), and EXPANSIA Group (EXPANSIA) have merged to create a new national defense technology company backed by Falfurrias Management Partners, positioning the combined platform to support warfighters, operators, and program offices with digital engineering, full-spectrum modeling and simulation, and advanced fabrication capabilities.

ASGN To Buy Quinnox For $290 Million, Expanding Digital Engineering And Offshore Delivery

By Amit Chowdhry ● Jan 20, 2026

ASGN has agreed to acquire digital solutions provider Quinnox in a $290 million all-cash deal, a move the IT services firm said will deepen its digital engineering capabilities and expand its offshore delivery footprint as it prepares to rebrand to Everforth in the first half of 2026.