Mergers & Acquisitions

OneDigital Adds Rosenthal Wealth Management Group, Pushing Assets Under Advisement Past $155 Billion

By Amit Chowdhry ● Jul 16, 2026

OneDigital Investment Advisors has added Rosenthal Wealth Management Group to its national platform, bringing on a 31-year-old Mid-Atlantic firm managing approximately $1.8 billion in assets. The deal marks the 23rd wealth management firm to join OneDigital in five years and pushes the Atlanta-based company's total assets under advisement to more than $155 billion as of March 31, 2026.

Dassault Systèmes Reportedly In Talks To Acquire ArisGlobal For About $2 Billion

By Amit Chowdhry ● Jul 16, 2026

French software giant Dassault Systèmes is in advanced discussions to acquire ArisGlobal, a Miami-founded life sciences software company owned by Nordic Capital, for approximately $2 billion, according to the Financial Times. No deal has been finalized, and negotiations could still fall through.

FCPT Acquires 102 Mission Pet Health Veterinary Properties for $268 Million

By Amit Chowdhry ● Jul 16, 2026

Forum Markets Acquires Aircraft Engine For Approximately $12 Million

By Amit Chowdhry ● Jul 16, 2026

Forum Markets, a digital asset platform modernizing capital markets through the tokenization of real-world assets, announced it has closed the acquisition of a commercial aircraft engine for approximately $12 million in cash, expanding the company's aviation portfolio to four income-generating engines under long-term leases with major U.S. airlines. The company is in the process of finalizing the purchase of an additional engine, with the transaction expected to close in the coming weeks, bringing its aviation portfolio to five engines.

Wealth Enhancement Acquires $299 Million Firm Trippon Wealth Management Group And Associated CPA Company In Houston

By Amit Chowdhry ● Jul 16, 2026

Wealth Enhancement, a national independent wealth management firm with more than 188 offices and $158.5 billion in total client assets following the transaction, has acquired Trippon Wealth Management Group and its affiliated tax practice, J.M. Trippon & Company PC CPAs, both based in Houston, Texas. The acquisition closed July 15, 2026. Trippon Wealth Management was advised by Williams Private Wealth Advisory and Consulting.

NetApp Acquires DataPelago To Embed GPU-Accelerated Data Processing At The Storage Layer

By Amit Chowdhry ● Jul 16, 2026

NetApp has acquired DataPelago, a California-based AI data infrastructure company, in a move designed to eliminate the data preparation bottleneck that prevents enterprises from deploying AI at scale. Financial terms were not disclosed. DataPelago will operate as a wholly owned subsidiary of NetApp following the close.

Baker Hughes Completes Acquisition Of Chart Industries, Creating Third Operating Segment

By Amit Chowdhry ● Jul 16, 2026

Baker Hughes has completed its acquisition of Chart Industries (NYSE: GTLS), a major milestone in the company's ongoing transformation from an oilfield services provider into a diversified industrial energy solutions company. Chart Industries reported $4.3 billion in revenue for fiscal year 2025 and serves customers in more than 50 countries across gas infrastructure, nuclear, data centers, carbon capture and storage, space, geothermal, and other industrial markets.

Ameriprise Onboards $470 Million Firm Sher Jeshiva Group

By Amit Chowdhry ● Jul 16, 2026

Sher Jeshiva Group, a financial advisory team managing $470 million in client assets, has joined Ameriprise Financial (NYSE: AMP) from Wells Fargo Clearing Services. The practice is based in Melville, New York and Naples, Florida, and is led by financial advisors Glen Sher and Michael Jeshiva, joined by financial advisor Philip Basile and registered client service associate Kathryn Acer-Richard. The team will operate within Ameriprise's branch channel, supported locally by Branch Manager Aaron Wolson, Complex Director Kevin Peters, and Regional Vice President Todd Hubley.

Uber Offers To Acquire Delivery Hero For $14.8 Billion, Extending Platform To 99 Markets

By Amit Chowdhry ● Jul 16, 2026

Uber Technologies has entered into a business combination agreement to acquire Delivery Hero, the Berlin-based food delivery and quick commerce platform operating in approximately 65 countries, through a voluntary cash takeover offer of €41.50 per share — implying an equity value of $14.8 billion for 100% of the company, or $13.7 billion adjusted for Uber's prior stake purchases. The transaction will be financed through existing cash and new debt, including a committed bridge facility of approximately €14 billion. Uber has committed to maintaining gross leverage below 2x and preserving its investment-grade credit rating. Closing is expected in the second half of 2027, subject to regulatory approvals including merger control clearances.

Raintree Acquires Spike Technologies, Bringing Genuinely Agentic AI Voice To Revenue Cycle And Patient Engagement

By Amit Chowdhry ● Jul 16, 2026

Raintree, the leading electronic health record and practice management platform for rehabilitation and physical therapy organizations, announced it has acquired Spike Technologies, a developer of genuinely agentic AI voice technology for healthcare. The acquisition embeds AI voice directly into Raintree's platform to take on manually intensive work in revenue cycle and patient engagement, including payer calls, claim follow-ups, eligibility and prior-authorization, and patient outreach, marking a step toward fully autonomous revenue cycle management. Financial terms of the transaction were not disclosed.

BIOTRONIK Neuro Acquires Spinal Cord Stimulation IP Portfolio From Soin Neuroscience

By Amit Chowdhry ● Jul 16, 2026

BIOTRONIK Neuro, the neuromodulation division of Berlin-based global medical device company BIOTRONIK, has acquired a portfolio of intellectual property related to spinal cord stimulation (SCS) from Soin Neuroscience, a Dayton, Ohio-based medical device innovator founded by pain management physician Amol Soin, M.D. Financial terms were not disclosed. Soin Neuroscience will continue to operate as an independent company, with the transaction limited to the intellectual property underlying its spinal cord stimulation program.

Orum Acquires Scout AI To Improve Phone Data Accuracy For Sales Teams

By Amit Chowdhry ● Jul 16, 2026

Orum, an AI-powered calling platform used by more than 1,200 sales organizations, announced it has acquired Scout AI to help sales teams identify the most reliable phone number for reaching each prospect. Scout AI uses autonomous data agents to connect a company’s customer relationship management system with more than 30 external data sources and Orum’s proprietary calling intelligence. The system evaluates available phone numbers, identifies the one most likely to reach a live person, and continuously updates that information as new data becomes available.

FalconX Acquires bloXroute to Build Institutional Infrastructure for Onchain Capital Markets

By Amit Chowdhry ● Jul 16, 2026

FalconX, a digital asset prime brokerage backed by investors including Thoma Bravo, Tiger Global, Lightspeed, and GIC, has acquired bloXroute, a blockchain networking and trading infrastructure company founded in 2017. Financial terms were not disclosed. The acquisition combines FalconX's institutional trading platform with bloXroute's blockchain connectivity infrastructure as the two companies position themselves for the convergence of traditional and digital asset markets on-chain.

Fiduciary Services Group Acquires Retirement Plan Administrator RetireWell

By Amit Chowdhry ● Jul 16, 2026

Fiduciary Services Group (FSG), the parent company of DWC – The 401(k) Experts, announced it has acquired RetireWell Administrators, a New Jersey-based third-party administrator (TPA) specializing in retirement plan administration and consulting services.

LPL Financial Onboards $725 Million FA Alan Feutz

By Amit Chowdhry ● Jul 16, 2026

LPL Financial has welcomed financial advisor Alan Feutz, CFP, to its broker-dealer and Registered Investment Advisor platforms through Genesis Wealth, an LPL-aligned wealth management firm. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets. He joins Genesis Wealth and LPL from J.P. Morgan.

Lilly To Acquire AtaiBeckley In $2.8 Billion Deal

By Amit Chowdhry ● Jul 16, 2026

Thrust Capital Partners Acquires Alphacasting, Canada’s Only Titanium Casting Foundry

By Amit Chowdhry ● Jul 16, 2026

Thrust Capital Partners (TCP), a Canadian private equity firm focused exclusively on the aerospace and defense industry supply chain, has acquired Alphacasting Inc., a Montreal-based precision investment casting foundry serving the aerospace and defense sectors. Financial terms were not disclosed. Norton Rose Fulbright Canada and KPMG served as legal and tax advisors to TCP; Spiegel Ryan and MNP Corporate Finance acted as legal and financial advisors to the sellers.

Sizemore To Acquire Carlson Building Maintenance, Establishing Dedicated Retail Division

By Amit Chowdhry ● Jul 16, 2026

Sizemore, an integrated facilities management company backed by Los Angeles-based private equity firm Inspirit Equity, has signed a definitive agreement to acquire Carlson Building Maintenance, a Minneapolis-based janitorial and facility services provider serving retail, grocery, and commercial customers across the Midwest. Financial terms were not disclosed.

Green Street Expands Self-Storage And Real Assets Intelligence Platform With Acquisition of StorTrack

By Amit Chowdhry ● Jul 16, 2026

Green Street, the leading provider of trusted real assets intelligence and unbiased insights, announced the acquisition of StorTrack, the premier provider of market intelligence, pricing data, and analytics for the self-storage industry. The acquisition also brings StorTrack's other platforms into the Green Street family, including ListSelfStorage.com, the world's leading marketplace for buying and selling self-storage facilities, and RVParkIQ.com, the premier platform for buying, selling, and evaluating RV park and campground investments.

F2 Strategy Acquires Intelligo Partners To Expand Canadian Investment Technology Capabilities

By Amit Chowdhry ● Jul 16, 2026

F2 Strategy has acquired Intelligo Partners, a Toronto-based investment technology consulting firm, expanding its presence in Canada and strengthening its ability to support complex platform implementations for asset and wealth managers. Financial terms of the transaction were not disclosed.

USFM To Combine With Twin Vee, Creating Public Company Focused On Greenland Critical Minerals Project

By Amit Chowdhry ● Jul 16, 2026

USFM Corporation has entered into a definitive agreement to combine with Nasdaq-listed Twin Vee PowerCats, creating a publicly traded mineral exploration company focused on the Disko-Nuussuaq nickel-copper-cobalt-platinum group elements project in Greenland. Financial terms and the ownership structure of the combined company were not disclosed.

ABB To Acquire Rotork For $5.5 Billion To Expand Automation Portfolio

By Amit Chowdhry ● Jul 16, 2026

ABB has agreed to acquire Rotork in an all-cash transaction valued at approximately $5.5 billion, expanding its automation portfolio with mission-critical flow control, instrumentation and electric actuator technologies.

Centurion Foundation Acquires Northlake Mall for $95 Million to Create Emory Healthcare Campus

By Amit Chowdhry ● Jul 15, 2026

Centurion Foundation, a 501(c)(3) nonprofit real estate organization, has completed the $95 million purchase of Northlake Mall in suburban Atlanta, including an adjacent building formerly occupied by Macy's. The acquisition will transform the mall property into a dedicated Northlake Campus for Emory Healthcare, which has signed a long-term lease with Centurion to occupy the entire property. A separately owned J.C. Penney site adjacent to the mall was not part of the transaction.

VisualLogix Acquires refyne Group To Expand European Presence And Engineering Software Portfolio

By Amit Chowdhry ● Jul 15, 2026

VisualLogix, a New York-based developer of mission-critical engineering and fabrication software, has acquired refyne Group, a DACH-region software company serving wood, metal, and façade fabricators. Financial terms were not disclosed. The acquisition expands VisualLogix's geographic footprint into Europe while adding a suite of established products that extend its portfolio into CAD, CAM, thermal analysis, and ERP solutions for the fabrication market.

Tradewater Acquires Carbon Shield To Expand Methane Abatement Projects

By Amit Chowdhry ● Jul 15, 2026

Tradewater has acquired Carbon Shield, a Colorado-based company that plugs actively leaking orphaned oil and gas wells, expanding Tradewater’s methane abatement operations into Colorado and Wyoming. Financial terms of the transaction were not disclosed.

WareSpace Acquires Five-Building Industrial Portfolio Across Four U.S. Markets

By Amit Chowdhry ● Jul 15, 2026

WareSpace has acquired a five-building industrial portfolio from an institutional real estate investor, marking the company’s first portfolio-level transaction and its largest acquisition to date.

Nomadar Completes Land Acquisition for JP Financial Arena Development in Southern Spain

By Amit Chowdhry ● Jul 15, 2026

Nomadar, a Nasdaq-listed sports, tourism, technology, and experiential infrastructure company and subsidiary of Cádiz CF, a 115-year-old La Liga soccer club, has completed the acquisition of approximately 290,000 square meters of land in El Puerto de Santa María, Cádiz, Spain, designated for the development of JP Financial Arena. The closing consolidates control over a strategic asset assembled through two separate binding agreements — an initial acquisition of approximately 130,000 square meters in April 2026, followed by a second agreement for approximately 161,000 additional square meters in May 2026. Financial terms were not disclosed.

Atlantic Energy Completes Customer Acquisition From Summer Energy

By Amit Chowdhry ● Jul 15, 2026

Atlantic Energy Group, a leading retail energy provider, announced the acquisition of a portfolio of commercial electricity customers from Summer Energy across Illinois, Ohio, and Pennsylvania. The acquisition further expands Atlantic Energy's presence throughout PJM and reinforces the company's continued growth in competitive energy markets.

AvAir Acquires Full Stop Technics To Add Certified Wheel And Brake MRO Capabilities

By Amit Chowdhry ● Jul 15, 2026

AvAir has acquired Full Stop Technics, expanding its aviation aftermarket platform with certified wheel and brake maintenance, repair and overhaul capabilities.

NextPlat To Acquire Rural Pensacola-Area Pharmacy For $1.5 Million, Adding $5.6 Million In Annual Revenue

By Amit Chowdhry ● Jul 15, 2026

NextPlat Corp (Nasdaq: NXPL), a healthcare and technology company operating specialty pharmacies through its PharmcoRx subsidiary, has agreed to acquire an independent pharmacy in a rural community near Pensacola, Florida, for $1.5 million in cash, including inventory. The transaction is expected to close in the fourth quarter of 2026, subject to due diligence and customary closing conditions.