Mergers & Acquisitions

Cerity Partners To Merge With Verus Investments, Expanding Institutional Advisory Offering

By Amit Chowdhry ● Feb 12, 2026

Cerity Partners announced it will merge with Verus Investments, bringing an institutional investment consulting platform into Cerity’s independent wealth and investment management business, with the combined organization operating under the Cerity Partners brand.

CAPTRUST Welcomes $3.8 Billion Firm Alpha Cubed Investments In Southern California Expansion

By Amit Chowdhry ● Feb 12, 2026

CAPTRUST Financial Advisors announced Alpha Cubed Investments (ACI), a Southern California wealth management and financial planning firm, has joined the organization, expanding CAPTRUST’s presence in the region. Founded in 2011, ACI focuses on comprehensive wealth management and financial planning for individuals and families. The firm is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski, and is supported by a team of 28 professionals, including 16 advisors. ACI oversees approximately $3.8 billion in assets.

Mission Wealth Completes Strategic Merger With Colorado’s RightPath Investments

By Amit Chowdhry ● Feb 12, 2026

Mission Wealth completed a strategic merger with RightPath Investments & Financial Planning, an independent fiduciary wealth advisory firm based in Colorado. RightPath was founded by Steven R. Smith, JD, CFP, who will join Mission Wealth as a Special Advisor as part of the combination.

Palo Alto Networks: CyberArk Acquisition Closes, Making Identity Security A Core Platform Pillar

By Amit Chowdhry ● Feb 12, 2026

Palo Alto Networks announced it has completed its acquisition of CyberArk, positioning identity security as a core element of the company’s broader platformization strategy and expanding its coverage across human, machine, and “agentic” identities.

BriefCatch Acquires WordRake’s Patented Editing Technology

By Amit Chowdhry ● Feb 12, 2026

BriefCatch, a legal-writing platform used by law firms and courts across the U.S., has acquired WordRake’s core product and technology assets in an asset purchase. The deal includes WordRake’s patented editing algorithms and a portfolio of 12 U.S. patents, bringing WordRake’s sentence-level clarity and concision capabilities under BriefCatch’s umbrella.

Savvy Advisors Adds $300 Million Firm Colorado Wealth Group As Platform Surpasses 4.5x Growth YOY

By Amit Chowdhry ● Feb 12, 2026

Savvy Advisors, a federally registered investment advisor affiliated with Savvy Wealth, said it has added Colorado Wealth Group, a Denver-based wealth management firm with about $300 million in client assets under management. The onboarding is positioned as another step in Savvy’s push to become a destination platform for independent advisors, with the firm reporting more than 4.5x growth over the past year and more than doubling AUM over the past six months.

Thomson Reuters Acquires Noetica, An AI-Native Platform For Corporate Transaction Intelligence

By Amit Chowdhry ● Feb 11, 2026

Thomson Reuters announced it has acquired Noetica, a New York–based AI-native startup founded in 2022 that converts transaction deal data into structured market intelligence for deal professionals.

Submer Acquires Radian Arc To Build Full-Stack AI Cloud From Core Datacenters To Telco Edge

By Amit Chowdhry ● Feb 11, 2026

Submer announced it will acquire Radian Arc Operations as it pushes further into sovereign, telecom-embedded GPU cloud services and expands its AI infrastructure offering from centralized datacenters to edge compute.

Traumasoft Acquires EMS Platform Company Huly

By Amit Chowdhry ● Feb 11, 2026

Traumasoft, a provider of integrated emergency medical services (EMS) management software, has acquired Huly, an AI-native platform that streamlines administrative workflows across EMS operations. The companies said the deal is intended to position AI as “essential infrastructure” for the EMS industry while keeping Huly broadly interoperable and accessible to agencies regardless of their existing technology stack.

Osaic Onboards $153 Million Firm Midtown Advisors

By Amit Chowdhry ● Feb 11, 2026

Osaic announced Midtown Advisors, an independent wealth management firm based in Raleigh, North Carolina, has affiliated with its platform, adding approximately $153 million in client assets. The move follows Midtown’s more than decade-long relationship with LPL Financial and positions the firm to leverage Osaic’s technology, product capabilities, and operational support while maintaining its existing investment approach.

Osaic Onboards $186 Million Firm IDT Capital Group

By Amit Chowdhry ● Feb 11, 2026

Osaic announced IDT Capital Group, an independent wealth management firm based in Melville, New York, has joined the firm through New York Financial Partners, an Osaic office of supervisory jurisdiction. Led by financial advisor David Calderon, the firm is transitioning from LPL Financial and oversees approximately $186 million in client assets.