Mergers & Acquisitions

Carson Group Onboards $1.76 Billion Firm Doyle And Loughman Wealth Management

By Amit Chowdhry ● Jul 29, 2026

Carson Group has partnered with Doyle and Loughman Wealth Management, a New Hampshire-based advisory firm serving approximately $1.76 billion in advisory and brokerage assets.

Merit Financial Advisors Acquires $502.5 Million Firm Towson Wealth Management

By Amit Chowdhry ● Jul 29, 2026

Merit Financial Advisors has acquired Towson Wealth Management, a Maryland-based advisory firm overseeing approximately $502.5 million in total client assets. The transaction expands Merit's presence in the Mid-Atlantic and adds a multigenerational team serving approximately 350 client households.

Waverly Advisors Acquires $332 Million Firm InVista Advisors

By Amit Chowdhry ● Jul 29, 2026

Waverly Advisors has acquired InVista Advisors, a Montgomery, Alabama-based wealth management firm with approximately $332 million in assets under management. The transaction expands Waverly's presence to five Alabama locations and represents its 35th acquisition since receiving an equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform in December 2021.

RMH Systems Acquires Systems In Motion To Build National Warehouse Automation Platform

By Amit Chowdhry ● Jul 29, 2026

RMH Systems has acquired Systems in Motion, a warehouse automation and material handling integrator, with financing provided by Yukon Partners. The transaction is RMH's third add-on acquisition since the company partnered with Rotunda Capital Partners in February 2025.

Bloomberg To Acquire Canoe Intelligence To Expand AI-Powered Private Markets Data Platform

By Amit Chowdhry ● Jul 29, 2026

Bloomberg has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered platform that automates the collection, processing and delivery of private markets data. Financial terms and an expected closing date were not disclosed.

LPL Welcomes $150 Million Firm Sunny Day Financial

By Amit Chowdhry ● Jul 29, 2026

LPL Financial has added financial advisor Dawn Parks and her practice, Sunny Day Financial, to its broker-dealer and Registered Investment Advisor platforms. Parks reported serving approximately $150 million in advisory, brokerage, and retirement plan assets. She joins LPL from Cetera Wealth Services.

Gerresheimer Sells Centor And Primary Packaging Plastics Business For Around €1.5 Billion

By Amit Chowdhry ● Jul 29, 2026

Gerresheimer has entered into definitive agreements to sell Centor and its global Primary Packaging Plastics business to an affiliate of funds advised by Apax Partners. The two businesses have a combined enterprise value of approximately €1.5 billion, although the parties did not disclose the remaining financial terms.

Corient To Acquire $4.9 Billion Firm Seven Bridges Advisors

By Amit Chowdhry ● Jul 28, 2026

Corient has agreed to acquire Seven Bridges Advisors, a New York-based registered investment advisor and multi-family office overseeing approximately $4.9 billion in client assets. The deal will expand Corient's presence in New York and add a team specializing in comprehensive wealth management and private markets investing for entrepreneurs, founders, financial services executives and ultra-high-net-worth families.

RFG Advisory Uses Feathery To Accelerate Advisor Transitions Across $8 Billion Platform

By Amit Chowdhry ● Jul 28, 2026

RFG Advisory has deployed Feathery to accelerate advisor transitions and improve day-one account execution across its independent registered investment advisor platform.

AT&T Completes $23 Billion Acquisition Of EchoStar Spectrum Licenses

By Amit Chowdhry ● Jul 28, 2026

AT&T has completed its approximately $23 billion acquisition of wireless spectrum licenses from EchoStar, expanding the telecommunications company's low-band and mid-band holdings across nearly every U.S. market.

Vena To Acquire Morpheo AI To Advance Vena Omega Finance AI Platform

By Amit Chowdhry ● Jul 28, 2026

Vena Solutions has entered into a definitive agreement to acquire Morpheo AI, an enterprise agentic data platform that prepares and structures fragmented business information for artificial intelligence applications.

Speed Bay Warehouse Solutions Acquires 488,936-Square-Foot Philadelphia Industrial Portfolio

By Amit Chowdhry ● Jul 28, 2026

Speed Bay Warehouse Solutions has acquired an eight-building, 488,936-square-foot light industrial portfolio across southeastern Pennsylvania and Southern New Jersey. The Philadelphia Interstate Portfolio represents Speed Bay's first acquisition in the Philadelphia and Southern New Jersey market and its first transaction in the broader Northeast region.

Cyera Signs Intent To Acquire Oasis Security And Unite Data And Identity Protection

By Amit Chowdhry ● Jul 28, 2026

Cyera has signed a letter of intent to acquire Oasis Security, combining data security with non-human identity and access management to build a unified platform for securing AI agents across enterprise environments. The proposed transaction is moving through the completion process. Financial terms were not disclosed.

MGME Acquires Key Meetings & Events, Doubling Revenue And Team Size

By Amit Chowdhry ● Jul 28, 2026

MGME has acquired Key Meetings & Events, expanding its capabilities across corporate meetings, private equity events, conferences and incentive travel. The deal will double MGME's revenue and team size while adding Key Meetings & Events' sector expertise, client relationships and more than 35 years of operating experience.

Yorkville America Equities: Truth Social Funds Completes Acquisition Of Point Bridge America First ETF Under MAGA Ticker

By Amit Chowdhry ● Jul 28, 2026

Yorkville America Equities has completed the acquisition and reorganization of the Point Bridge America First ETF into the Truth Social Funds family. The fund has been renamed the Truth Social America First ETF and will continue trading on NYSE Arca under the ticker symbol MAGA.

Edwards Asset Management Welcomes Shoaf Wealth

By Amit Chowdhry ● Jul 28, 2026

Edwards Asset Management announced the successful transition of Shoaf Wealth Management to Edwards Asset Management, bringing together two wealth management practices built around a shared philosophy of personalized advice, long-term relationships, and disciplined stewardship of client wealth. Financial terms of the transition were not disclosed.

vybe Urgent Care Expands With Acquisition Of Liberty Urgent Care Centers

By Amit Chowdhry ● Jul 28, 2026

vybe urgent care, the leading urgent care provider in the greater Philadelphia market, announced the acquisition of Liberty Urgent Care's centers in Horsham and Hatfield, Pennsylvania, growing vybe's network from 16 to 18 centers. Both centers will be rebranded as vybe urgent care locations. Financial terms of the transaction were not disclosed.

Biscuit Belly Acquires 35 Maple Street Biscuit Company Locations

By Amit Chowdhry ● Jul 28, 2026

Biscuit Belly announced the acquisition of 35 locations from Maple Street Biscuit Company, a subsidiary of Cracker Barrel, in a move the company said will accelerate its expansion across the Southeast and bring Biscuit Belly to more than 60 units by the end of 2028. Financial terms of the transaction were not disclosed.

GA Group Acquires Family Law Litigation Support Firm Trampe Settles

By Amit Chowdhry ● Jul 28, 2026

Great American Holdings, operating as GA Group, has acquired Trampe Settles, a Dallas-based family law litigation support firm. GA Group is a provider of financial advisory, valuation, asset disposition, and investment banking services and is majority owned by funds managed by Oaktree Capital Management, L.P.

Auben Realty Expands Atlanta Presence With Acquisition Of Peach State Property Management

By Amit Chowdhry ● Jul 28, 2026

Auben Realty announced the acquisition of Peach State Property Management, a Metro Atlanta-based property management company managing approximately 168 residential units. Financial terms of the transaction were not disclosed.

Nasdaq To Acquire Dasseti, Expanding eVestment’s Institutional Network And AI-Powered Capabilities

By Amit Chowdhry ● Jul 28, 2026

Nasdaq has entered into an agreement to acquire Dasseti, a due diligence and monitoring platform using AI to serve investment consultants, institutional investors, and asset managers across public and private markets. Financial terms were not disclosed, and the transaction is expected to close in the third quarter of 2026, subject to customary closing conditions.

ASUENE Acquires UK Supply Chain Carbon Management Platform Secaro

By Amit Chowdhry ● Jul 28, 2026

ASUENE, one of Asia's fastest-growing AI sustainability-integrated companies, announced it has completed the acquisition of Secaro, a UK-based supply chain carbon management platform, marking its eighth acquisition. Financial terms of the transaction were not disclosed.

Kinderhook Acquires Pete & Pete Container Service and Boyas Recycling to Build Northeast Ohio C&D Platform

By Amit Chowdhry ● Jul 28, 2026

Kinderhook Industries has acquired Pete & Pete Container Service and Boyas Recycling & Excavating, together forming a vertically integrated construction and demolition waste collection, recycling, and disposal platform serving Northeast Ohio. The acquisition, announced July 20, 2026, represents Kinderhook's sixth platform investment from its $2.75 billion Fund 8, which was raised in 2024.

Wynnchurch Capital To Acquire Luxfer Holdings In Take-Private Transaction

By Amit Chowdhry ● Jul 27, 2026

Wynnchurch Capital and Luxfer Holdings announced they have entered into a definitive agreement under which an affiliate of Wynnchurch will acquire Luxfer in an all-cash transaction, taking the company private. Financial terms were not disclosed.

Lattice Completes Deal To Acquire AMI For $1.65 Billion

By Amit Chowdhry ● Jul 27, 2026

Lattice Semiconductor announced it has entered into a definitive agreement with THL Partners to acquire AMI, the leader in platform firmware and infrastructure manageability for cloud and AI, for total consideration of $1.65 billion on a cash-free, debt-free basis, consisting of $1 billion in cash and approximately $650 million in shares of Lattice common stock, subject to customary adjustments.

Morgan Stanley Infrastructure Partners To Acquire Epic Energy

By Amit Chowdhry ● Jul 27, 2026

Morgan Stanley Investment Management announced that investment funds managed by Morgan Stanley Infrastructure Partners have agreed to acquire Epic Energy, an Australian gas pipeline operator. The transaction is expected to close in the second half of 2026, subject to customary regulatory approvals; financial terms were not disclosed.

Central Garden & Pet To Acquire Majority Interest In TRIXIE, Europe’s Leading Pet Supplies Company

By Amit Chowdhry ● Jul 27, 2026

Central Garden & Pet Company announced it has entered into a definitive agreement to acquire a majority interest in TRIXIE Heimtierbedarf GmbH & Co. KG from founder Bonnik Hansen and current shareholders Dirk Jessen and Volker Haak. Financial terms were not disclosed.

Carrier To Sell NORESCO To OPTERRA Energy Services

By Amit Chowdhry ● Jul 27, 2026

Carrier Global announced it has signed a definitive agreement to sell its NORESCO business to OPTERRA Energy Services, a subsidiary of LS Power. The transaction is expected to close shortly, with financial terms not disclosed.

TransDigm Acquiring Prince & Izant For About $1.066 Billion

By Amit Chowdhry ● Jul 27, 2026

TransDigm Group announced it has entered into a definitive agreement to acquire Prince & Izant, a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits. The acquisition is subject to regulatory approvals in the United States and customary closing conditions.

KKR And Energy Capital Partners Consortium Agrees To $7.7 Billion Takeover Of DCC Energy

By Amit Chowdhry ● Jul 27, 2026

DCC Energy has agreed to a recommended £5.75 billion, or approximately $7.7 billion, all-cash acquisition by a consortium led by KKR and Energy Capital Partners, which would end its run as a publicly listed company if the deal is completed. Gibson Dunn is acting as counsel to KKR and co-counsel to the consortium on the transaction, which represents KKR's largest public-to-private deal in Europe in more than a decade.