Mergers & Acquisitions

Duggal Visual Solutions Buys CSI To Expand National Print And Installation Capacity

By Amit Chowdhry ● Feb 13, 2026

Duggal Visual Solutions has acquired CSI, a Washington, DC-area print and graphics firm, to broaden its national footprint and add production and installation capacity for clients seeking large-scale print, fabrication, and experiential work.

TransPerfect Acquires German Post Production Studio Omnimago

By Amit Chowdhry ● Feb 13, 2026

TransPerfect, a provider of language and AI solutions for global business, has acquired Omnimago GmbH, a German film restoration and post-production studio. Omnimago will join TransPerfect Media, the company’s media and entertainment division. Financial terms were not disclosed.

Carlson Private Capital Partners Adds Managing Director, Backs AMAG Technology Platform, And Supports Quantum Design Add On Acquisition

By Amit Chowdhry ● Feb 13, 2026

Carlson Private Capital Partners announced it has reached a series of milestones tied to team expansion and new capital deployment, including a senior hire, a new platform investment, and an add on acquisition at portfolio company Quantum Design.

Visma Acquires Brazil-Based Micro-Entrepreneur Platform MaisMei

By Amit Chowdhry ● Feb 13, 2026

Visma, a provider of mission-critical business software across Europe and Latin America, has acquired MaisMei, a Brazilian compliance-first app focused on Individual Micro Entrepreneurs (MEIs). The deal is designed to deepen Visma’s presence in Brazil and create a full “start-to-scale” product pathway for small businesses, linking MaisMei’s mobile-first compliance tools with Conta Azul, the cloud ERP and financial management platform Visma acquired in August 2025.

Nuveen Buying Schroders For About £9.9 Billion In Cash

By Amit Chowdhry ● Feb 13, 2026

Nuveen, a global asset manager with $1.4 trillion in assets under management, announced it has agreed to the terms of a board-recommended all-cash acquisition of Schroders plc, valuing the UK-listed active manager at approximately £9.9 billion.

Urbaser: $6.6 Billion Deal For Global Environmental Services Platform

By Amit Chowdhry ● Feb 13, 2026

Platinum Equity has signed a definitive agreement to sell Urbaser to Blackstone and EQT in a transaction valued at approximately $6.6 billion, or €5.6 billion. The deal is subject to customary regulatory approvals.

Carson Group Buys Out Carson Wealth Scottsdale In Full Acquisition

By Amit Chowdhry ● Feb 13, 2026

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the long-time partner firm under full ownership as it continues to expand its national advisory network. The Scottsdale practice, led by managing partner and wealth advisor Brent Pine, oversees about $430 million in assets under management and serves client families across multiple generations.

Osaic: St. Louis-Area Advisors Launch F & M Investment Partners With $232 Million In Client Assets

By Amit Chowdhry ● Feb 13, 2026

Osaic announced financial advisors Michael Murray and Brian Fruend have launched a new independent firm, F & M Investment Partners, through Osaic. The Missouri-based practice is headquartered in the greater St. Louis area and oversees approximately $232 million in client assets, according to the company.

Deutsche Börse To Buy General Atlantic’s Remaining ISS STOXX Stake For €1.1 Billion

By Amit Chowdhry ● Feb 13, 2026

Deutsche Börse Group has agreed to acquire the remaining 20% minority stake in ISS STOXX from General Atlantic, giving the exchange operator full ownership of the data, analytics, and index provider. The deal ends a multi-year partnership that began with Deutsche Börse Group’s 2019 acquisition of Axioma, then expanded through the 2023 combination of ISS’ stewardship and ESG solutions with the STOXX index business.

Alantra Forms €155 Million Fund To Keep Backing Health In Code

By Amit Chowdhry ● Feb 13, 2026

Alantra Private Equity has closed a €155 million healthcare continuation vehicle to increase its stake in Health in Code, positioning the Spanish clinical genomics platform for its next phase of international expansion and acquisitions. The single-asset continuation fund was significantly oversubscribed, led by Hayfin Capital Management, with additional commitments from a diversified group of institutional investors, including BNP Paribas AM and Altamar CAM.

Carlyle Acquiring Majority Stake In Nido Home Finance In $230 Million Deal

By Amit Chowdhry ● Feb 13, 2026

Edelweiss Financial Services Limited announced it will bring in The Carlyle Group as a strategic majority investor in Nido Home Finance Limited, the housing finance business that is currently a wholly owned subsidiary of Edelweiss.

Paragon Group Expands Business Services Provider With Parseq Acquisition

By Amit Chowdhry ● Feb 13, 2026

Paragon Group has acquired Parseq Limited, a UK-based specialist in document, finance, and payment process automation, in a deal the buyer described as a strategic investment to bolster its position in business process services. Parseq, headquartered in Hellaby, South Yorkshire, brings more than 50 years of experience providing outsourced workflow and technical solutions for highly regulated organizations with strict data and privacy requirements, including major UK banks, utilities, local authorities, and telecom operators.

Raymond James Onboards $730 Million Wisconsin Advisor Team

By Amit Chowdhry ● Feb 13, 2026

Raymond James Financial Services (RJFS) has added a six-advisor team in Green Bay, Wisconsin, bringing approximately $730 million in client assets to the firm’s independent advisor channel.

Aerodigm Wealth Completes Management Buyout And Rebrands With $1.5 Billion AUM

By Amit Chowdhry ● Feb 12, 2026

Aerodigm Wealth announced it has completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as Aerodigm Wealth, positioning the firm as an independent, partner-owned advisor to ultra-high-net-worth individuals and families. The firm reported approximately $1.5 billion in assets under management as of December 31, 2025, and said its offering centers on integrating tax-aware advice into portfolio allocation and multigenerational planning, with a particular emphasis on strategic tax efficiencies for clients in high-tax jurisdictions.

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.

Phenom Acquires Be Applied To Scale Skills First Hiring With Cognitive Assessments

By Amit Chowdhry ● Feb 10, 2026

Phenom, an applied AI company focused on helping employers hire, develop, and retain talent, has acquired Be Applied, an AI-driven cognitive assessment platform that validates candidate and employee capabilities at enterprise scale. The deal is designed to help large organizations move toward skills-first hiring, with faster, more consistent validation across both high-volume and specialized roles.

McKinsey’s MIO Partners To Join Neuberger Berman

By Amit Chowdhry ● Feb 10, 2026

McKinsey & Company and Neuberger Berman have entered into an agreement for MIO Partners, McKinsey’s in-house investment and wealth manager for partners, employees, and alumni, to join Neuberger. The transaction is expected to close in 2026, subject to customary closing conditions, including client consent and regulatory approvals.

Osaic Onboards $232 Million Firm F & M Investment Partners

By Amit Chowdhry ● Feb 10, 2026

F & M Investment Partners, a newly launched independent wealth management firm led by financial advisors Michael Murray and Brian Freund, has joined Osaic’s platform as the Missouri-based team looks to pair boutique client service with institutional-scale resources. Based in the greater St. Louis area, the advisors oversee approximately $232 million in client assets and bring more than 60 years of combined experience guiding individuals and families through major financial milestones.

Ouster Buys StereoLabs To Build Unified Physical AI Sensing And Perception Platform

By Amit Chowdhry ● Feb 10, 2026

Ouster announced it has closed its acquisition of StereoLabs SAS, expanding the company's offering beyond lidar to a single, unified sensing and perception platform for “Physical AI.” The deal adds stereo cameras, AI vision software, and a large developer and customer community to Ouster’s portfolio. Ouster said the combined platform brings together high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, positioning the company to serve customers who want vision and lidar integrated rather than deployed separately.

Bluespring Wealth Partners Onboards $2.3 Billion Firm SHP Financial

By Amit Chowdhry ● Feb 10, 2026

Bluespring Wealth Partners, an acquirer of RIAs and wealth management firms, has acquired SHP Financial, a Plymouth, Massachusetts-based financial planning firm overseeing approximately $2.3 billion in total assets. The transaction expands Bluespring’s presence in New England and adds a firm focused on serving mass affluent and high-net-worth clients with comprehensive planning.