Mergers & Acquisitions

Blue Yonder Reveals AI-Based Cognitive Solutions And Buys Pledge Earth

By Amit Chowdhry ● May 6, 2025

With volatility increasing and economic concerns growing, supply chain leaders are under intense pressure to maximize profits and avoid bottlenecks while remaining optimized. With the latest product release showcased at its annual customer conference, ICON 2025, Blue Yonder announced several AI-based Cognitive Solutions, accelerating long-range and intraday decision making for increased resiliency, resource leverage, and cost control. Blue Yonder also recently announced it has acquired Pledge.

Carrier: Acquisition Of Addvolt Completed

By Amit Chowdhry ● May 5, 2025

Carrier announced it has acquired long-term partner Addvolt, a Portuguese transport electrification technology company. Addvolt provides noninvasive and low-maintenance electric systems with refrigerated vans, trucks, trailers, and containers. Its plug-in electric systems for refrigerated transportation markets avoid fuel usage and reduce major emissions, including noise, particulates, nitrogen oxide, and carbon dioxide.

Sunoco Buying Parkland Corporation In $9.1 Billion Deal

By Amit Chowdhry ● May 5, 2025

Sunoco and Parkland Corporation announced that they have entered into a definitive agreement under which Sunoco will acquire all outstanding shares of Parkland in a cash and equity transaction valued at approximately $9.1 billion, including assumed debt.

Mariner Adding $325 Million Team Hyre Personal Wealth Advisors

By Amit Chowdhry ● May 5, 2025

Mariner, a national financial services firm, announced the acquisition of Hyre Personal Wealth Advisors. This deal adds about $325 million in assets under advisement and establishes the firm’s second office in Columbus, Ohio, and eighth in the Buckeye State.

Charney Companies And Tavros Close On 175 Third Street In Gowanus

By Amit Chowdhry ● May 4, 2025

Charney Companies and Tavros announced significant funding for 175 Third Street, the planned fourth building in their jointly developed campus Gowanus Wharf. After completion, 175 Third Street will be the largest building in Gowanus, with about 1 million square feet and 1,000 residences.

Madison Dearborn Partners Buying Significant Stake In NextGen Healthcare

By Amit Chowdhry ● May 4, 2025

Madison Dearborn Partners (MDP), a leading private equity investment firm based in Chicago, announced it has signed an agreement with Thoma Bravo to buy a significant ownership position in NextGen Healthcare, a leading provider of innovative healthcare technology and data solutions. Thoma Bravo will be retaining a substantial ownership position in NextGen Healthcare. MDP will partner with Thoma Bravo and NextGen Healthcare’s management team to support NextGen Healthcare’s growth.

Earnix Buying Insurance And Bank Focused GenAI Company Zelros

By Amit Chowdhry ● May 2, 2025

Earnix, a leading Dynamic AI platform for Insurance, has signed a definitive agreement to acquire Zelros, a pioneer in Generative AI for insurers and banks. This collaboration will bring the power of predictive, generative, and agentic AI across the entire risk decisioning, personalization, and claims cycle, enabling pricing and underwriting professionals to deliver compelling offers while improving business performance.

PCI Pharma Services: Acquisition Of Ajinomoto Althea Completed

By Amit Chowdhry ● May 2, 2025

PCI Pharma Services - a leading global contract development and manufacturing organization (CDMO) focused on innovative biopharma therapies – announced it has completed its acquisition of Ajinomoto Althea, a US-based sterile fill-finish CDMO and subsidiary of Japan-based Ajinomoto. And for PCI, the acquisition is a cornerstone of a multi-year investment strategy spanning facilities in the US and Europe.

Intuit To Buy HR Platform Company GoCo

By Amit Chowdhry ● May 2, 2025

Intuit - a global financial technology platform that includes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp - recently announced its agreement to acquire GoCo, a leading provider of modern HR and benefits solutions for small and mid-market businesses. And with GoCo, Intuit will offer a comprehensive Human Capital Management (HCM) solution to help businesses hire the right employees and manage their workforce effectively, all in one place. This deal is expected to close in Q4 of 2025, and the financial terms were undisclosed.

AECOM Buying Advisory Company Allen Gordon

By Amit Chowdhry ● May 2, 2025

Global infrastructure leader AECOM announced it has acquired Scotland-based Allen Gordon, a leading technical design and advisory service provider to the U.K. & Ireland (UK&I) water and energy sectors. Adding the Allen Gordon team enhances AECOM’s positioning ahead of substantial expected investment totaling over £250 billion over the next decade in the water and energy markets across the region.

Teladoc Health Buying UpLift In $30 Million Deal

By Amit Chowdhry ● May 2, 2025

Virtual care leader Teladoc Health announced it has acquired UpLift, a tech-enabled provider of virtual mental health therapy, psychiatry and medication management services.

Clearwater Analytics: Acquisition Of Beacon Completed

By Amit Chowdhry ● May 1, 2025

Clearwater Analytics, a comprehensive technology platform for investment management, announced it has completed its acquisition of Beacon Platform, a provider of enterprise risk analytics and developer infrastructure. The deal enhances Clearwater’s capabilities in complex portfolio management across public and private markets, including structured products, private credit, and derivatives.

CW Advisors: $1.4 Billion In AUM Added With Two RIA Acquisitions

By Amit Chowdhry ● May 1, 2025

CW Advisors - a registered investment advisor (RIA) based in Boston - announced it has acquired Wolf Group Capital Advisors (WGCA) and Parsons Capital Management. WGCA, an RIA based in Fairfax, Virginia, provides comprehensive wealth management to high-net-worth clients. Parsons, a fee-only RIA providing investment management and financial planning, is located in New Hope, Pennsylvania. The deals add more than $1.4 billion in assets under management (AUM) to CWA.

Silvaco To Buy Multi-Physics Simulation Company Tech-X

By Amit Chowdhry ● May 1, 2025

Silvaco Group (a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation) announced the strategic acquisition of Tech-X (a leading provider of multi-physics simulation software used in applications such as Photonics, Electromagnetics, and Plasma Dynamics).

LendingClub Buying AI-Based Spending Intelligence Company Cushion

By Amit Chowdhry ● May 1, 2025

LendingClub, a leading digital marketplace bank, announced the acquisition of the intellectual property and select talent behind San Francisco-based Cushion, an AI-based spending intelligence platform that will naturally complement LendingClub's suite of mobile financial products and experiences.

Integrated Partners: $100+ Million Team Albritton Financial Services Onboarded

By Amit Chowdhry ● Apr 30, 2025

Integrated Partners - a national financial planning and registered investment advisory (RIA) firm serving over $21 billion in assets under advisement (AUA) - announced the addition of Albritton Financial Services to its expanding network of advisors. Based out of Creve Coeur, Missouri, Albritton brings over $100 million in assets under management (AUM) to the Integrated platform.

Vuzix Buys Advanced Waveguide R&D Facility In California

By Amit Chowdhry ● Apr 30, 2025

Vuzix - a leading supplier of smart glasses, waveguides, and Augmented Reality (AR) technologies - announced the acquisition of an advanced waveguide R&D facility in Milpitas, California. This facility, which was previously operated by a global technology leader known for its extensive work in software, AI, and augmented reality, will now be used as a key waveguide tools development and innovation hub for Vuzix and its ODM/OEM customers' next-generation AI-driven smart glasses.