Mergers & Acquisitions

Qualtrics: $6.75 Billion Deal For Press Ganey Forsta

By Amit Chowdhry ● Oct 8, 2025

Qualtrics, a renowned leader in the experience management (XM) sector, has recently announced a definitive agreement to acquire Press Ganey Forsta for $6.75 billion. This deal marks a significant move in the realm of experience measurement and data analytics, with the goal of enhancing organizational performance across various fields.

Jack Henry Acquires Victor Technologies To Enhance Payment Services

By Amit Chowdhry ● Oct 8, 2025

Jack Henry & Associates has made headlines with its recent acquisition of Victor Technologies, a company known for its innovative, cloud-native, and API-first solutions in the embedded payments sector. The acquisition was completed with Victor being acquired from MVB Financial.

CSW Industrials Buying Motors & Armatures Parts For $650 Million

By Amit Chowdhry ● Oct 8, 2025

CSW Industrials has announced the acquisition of Motors & Armatures Parts (MARS Parts) for $650 million in cash. This deal is subject to standard closing adjustments, which are customary in such deals.

Allworth Acquires $850 Million Firm Shorepoint Capital Partners

By Amit Chowdhry ● Oct 8, 2025

Allworth Financial, a leading national registered investment advisor (RIA), has recently announced its acquisition of Shorepoint Capital Partners. This acquisition allows Allworth to enhance its service offerings and expand its asset management capabilities. Shorepoint, located in Norwood, Massachusetts, has a strong reputation and manages approximately $850 million in assets. The partnership will bring together a dedicated team of 10 professionals from Shorepoint, which includes four experienced financial advisors and six essential support staff members.

SoftBank Buying ABB’s Robotics Division In $5.375 Billion Deal

By Amit Chowdhry ● Oct 8, 2025

ABB has announced a significant strategic shift, officially signing an agreement to divest its Robotics division to SoftBank Group. This divestiture is valued at an enterprise value of $5.375 billion, and the company has decided not to pursue its previous plan of spinning off the Robotics division as a separately listed entity. The deal is contingent upon receiving regulatory approvals and meeting standard closing conditions, with an expectation that the deal will be completed in mid-to-late 2026.

Blackstone And Lunate Launching $5 Billion GLIDE Platform For Boosting GCC Logistics Infrastructure

By Amit Chowdhry ● Oct 7, 2025

Blackstone and Lunate have announced a strategic partnership to invest in logistics infrastructure across the Gulf Cooperation Council (GCC) region. The collaboration will establish a new platform called Gulf Logistics Infrastructure Development Enterprise, or GLIDE, which will focus on developing, acquiring, and managing Grade A logistics assets throughout the region. GLIDE is targeting $5 billion in high-quality warehouse investments and will be supported by dedicated teams operating across the GCC.

Apollo To Buy Eagle Creek Renewable Energy

By Amit Chowdhry ● Oct 7, 2025

Apollo has announced that its managed funds have agreed to acquire Eagle Creek Renewable Energy, a prominent independent operator of hydroelectric facilities in the United States. The financial terms of the deal were undisclosed. This acquisition marks a strategic move by Apollo to deepen its footprint in renewable energy infrastructure.

White Mountains Selling Bamboo To CVC In $1.75 Billion Deal

By Amit Chowdhry ● Oct 7, 2025

White Mountains Insurance Group has announced a definitive agreement to sell a controlling interest in Bamboo (a data-driven insurance distribution platform focused on homeowners' coverage in California and Texas) to private equity firm CVC Capital Partners. The deal values Bamboo at $1.75 billion and is expected to close by the end of the fourth quarter of 2025, pending regulatory approvals and standard closing conditions. Notably, the deal is not contingent on financing.

Ardian To Buy Energia Group In Major Energy Infrastructure Deal

By Amit Chowdhry ● Oct 7, 2025

Investment firm Ardian has announced a definitive agreement to acquire 100% of Energia Group from I Squared Capital. Energia is one of Ireland’s largest energy utilities, serving nearly 900,000 homes and businesses across the Republic of Ireland and Northern Ireland. The transaction is expected to close in the first quarter of 2026, pending regulatory approvals.

Fifth Third To Buy Comerica For $10.9 Billion

By Amit Chowdhry ● Oct 6, 2025

Fifth Third Bancorp and Comerica have announced a definitive merger agreement under which Fifth Third will acquire Comerica in an all-stock transaction valued at $10.9 billion. Comerica shareholders will receive 1.8663 shares of Fifth Third for each Comerica share, or about $82.88 per share based on Fifth Third’s closing price on October 3, 2025.

TotalEnergies Divests 50% Stake In $1.25 Billion North American Solar Portfolio To KKR

By Amit Chowdhry ● Oct 3, 2025

TotalEnergies, a global multi-energy company, has announced a significant transaction in its renewables business, agreeing to sell a fifty percent stake in a 1.4 gigawatt solar portfolio located in North America. The purchaser is a group of insurance vehicles and accounts managed by KKR, a prominent global investment firm. This deal is a key part of TotalEnergies’ integrated power business model, valuing the entire portfolio at an enterprise value of $1.25 billion. On the closing of the deal, TotalEnergies anticipates receiving a total of $950 million, derived from this transaction and from bank refinancing that is currently being finalized.

Corient Onboards $2 Billion AUM Firm Bristlecone Advisors

By Amit Chowdhry ● Oct 2, 2025

Corient, one of the largest and fastest-growing national wealth advisory firms, has announced the acquisition of Bristlecone Advisors, a registered investment advisory firm based in Bellevue, Washington, which manages approximately $2 billion in assets.

Berkshire Hathaway Buying OxyChem For $9.7 Billion In Cash

By Amit Chowdhry ● Oct 2, 2025

Berkshire Hathaway and Occidental Petroleum have entered into a definitive agreement for Berkshire Hathaway to acquire Occidental’s chemical division, known as OxyChem, in an all-cash transaction valued at $9.7 billion, with adjustments to the purchase price reflecting standard industry practices. This agreement is subject to customary purchase price adjustments that are typical in large transactions of this nature.

AURELIUS Buying Metering Businesses From Landis+Gyr And Xylem

By Amit Chowdhry ● Oct 2, 2025

AURELIUS has entered into a share purchase agreement to acquire the EMEA metering business from SIX Swiss Exchange-listed Landis+Gyr for an enterprise value of $215 million. Xylem, a leading global water solutions company, has also entered into a definitive agreement for AURELIUS to acquire the assets of its water and heat metering business outside North America.

H.I.G. Capital: Acquisition Of France Workwear Completed

By Amit Chowdhry ● Oct 1, 2025

H.I.G. Capital, a leading global alternative investment firm that manages $70 billion in assets, has acquired the France Workwear business from Rentokil Initial.

Dentalcorp To Be Acquired By GTCR In C$2.2 Billion Deal

By Amit Chowdhry ● Oct 1, 2025

Dentalcorp Holdings, recognized as Canada’s foremost network of dental practices and one of the fastest-growing in North America, has announced its intention to be acquired by funds linked to GTCR. This significant move is supported by key figures within the company, including its Founder, Chairman, and CEO, Graham Rosenberg, alongside President and CFO, Nate Tchaplia, and investment partner L Catterton. The acquisition is structured as an all-cash transaction, valuing Dentalcorp at approximately C$2.2 billion based on its equity and around C$3.3 billion when considering its enterprise value.

Perigon Onboards $1.3 Billion Firm Gitterman Wealth Management

By Amit Chowdhry ● Oct 1, 2025

Perigon Wealth Management, an investment advisory firm with offices nationwide and approximately $9.3 billion in client assets, has announced the acquisition of Gitterman Wealth Management and Gitterman Asset Management.

Grow Therapy Acquires Data Privacy Company Neosync

By Amit Chowdhry ● Sep 30, 2025

Grow Therapy, a leading mental health platform that provides therapy and psychiatric care both in-person and online, has acquired Neosync, a company known for its expertise in data privacy and security. This deal marks a significant step forward in enhancing Grow's already robust privacy protections and advancing its anonymization technology, which is essential in today's digital landscape. With the integration of Neosync's knowledge and capabilities, Grow aims to set a new standard for safety-first analytics in mental health services.

Praxis Solutions Buys Lead Generation Platform WEALTHAWK

By Amit Chowdhry ● Sep 30, 2025

Praxis Solutions has announced a significant expansion through the strategic acquisition of WEALTHAWK, an AI technology platform designed to identify money-in-motion events. This innovative platform enables financial professionals to connect with clients precisely when they need expert financial guidance the most, enhancing the service they provide.

Citi: 25% Stake In Banamex Sold To Fernando Chico Pardo For $2.3 Billion

By Amit Chowdhry ● Sep 30, 2025

Citi took a significant step forward in its planned divestiture of its Mexican consumer banking unit on Monday, announcing that it has reached an agreement to sell a substantial equity stake in Grupo Financiero Banamex. A company wholly owned by prominent investor Fernando Chico Pardo and members of his immediate family has agreed to purchase the stake, marking the beginning of a new strategic relationship.

EA Acquired For $55 Billion By Investor Consortium

By Amit Chowdhry ● Sep 29, 2025

Interactive gaming giant Electronic Arts has announced that an investor consortium will acquire it. This consortium comprises the Public Investment Fund of Saudi Arabia, Silver Lake, and Affinity Partners. The deal is valued at approximately $55 billion and marks one of the most significant mergers in the entertainment sector in recent history.

DB Insurance Buying Specialty Insurer Fortegra In $1.65 Billion Deal

By Amit Chowdhry ● Sep 29, 2025

DB Insurance, led by CEO Jong-Pyo Jeong, in collaboration with Tiptree and Warburg Pincus, recently announced a definitive agreement for DB Insurance to acquire 100% of the outstanding shares of The Fortegra Group. Fortegra, a specialty insurer based in the United States, will be acquired for approximately $1.65 billion, equivalent to roughly KRW 2.3 trillion. This substantial transaction will be financed entirely through DB Insurance's internal cash reserves. This monumental deal represents the largest entry into the U.S. market by a Korean non-life insurer to date, signifying a significant strategic move in the global insurance landscape.

Integral Ad Science Acquired By Novacap In $1.9 Billion Deal

By Amit Chowdhry ● Sep 26, 2025

Integral Ad Science, a global platform specializing in media measurement and optimization, recently announced a significant development. The company has entered into a definitive agreement to be acquired by Novacap, a leading North American private equity firm, through an all-cash transaction. This deal values Integral Ad Science at approximately $1.9 billion. The acquisition is expected to pave the way for further growth at Integral Ad Science as it continues to invest in AI-first technology.

Sagard And Unigestion Merging To Form $23+ Billion Private Equity Firm

By Amit Chowdhry ● Sep 26, 2025

Sagard, a global alternative asset manager, and Unigestion, a renowned European private equity firm specializing in the middle market, have announced their intention to combine their private equity operations. This strategic merger is set to create a new global leader in providing private equity investment solutions for the middle market. The newly formed platform will oversee more than $23 billion in private equity assets and will significantly broaden its geographical reach and the variety of products offered.