Mergers & Acquisitions

ORTEC Acquires TOBA HR Solutions To Expand Healthcare Workforce Management Platform

By Amit Chowdhry ● Jul 15, 2026

ORTEC has acquired TOBA HR Solutions, a provider of workforce management software for healthcare organizations in Belgium and Luxembourg. The financial terms of the transaction were not disclosed.

PointsKash Acquires ChainBytes Software Assets in All-Stock Acqui-Hire

By Amit Chowdhry ● Jul 15, 2026

PointsKash, a financial technology company developing self-service financial kiosks, digital banking, cryptocurrency, and loyalty rewards solutions, has completed the acquisition of the proprietary software assets of ChainBytes in an all-stock transaction that closed July 10, 2026. As part of the deal, ChainBytes founder and lead software developer Eric Grill has joined PointsKash as Principal Software Architect. Financial terms were not disclosed.

Acorn Capital Management Completes Sale Of Berry Aviation To Bristow Group

By Amit Chowdhry ● Jul 15, 2026

Creative Planning Expands Commercial Insurance Capabilities With Addition Of Lovell Insurance Group

By Amit Chowdhry ● Jul 15, 2026

Creative Planning, one of the nation's leading registered investment advisory firms, announced the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial insurance, surety, and risk management solutions. As part of the transaction, John Lovell, Mike Pernice, and Georgia Williams have joined the Creative Planning team.

PartnerOne Acquires ISI Analytics to Expand Enterprise Collaboration Intelligence Portfolio

By Amit Chowdhry ● Jul 15, 2026

PartnerOne, an enterprise software acquisition group, has acquired ISI Analytics, a provider of analytics and operational intelligence tools for enterprise collaboration platforms including Microsoft Teams, Cisco, and Webex. Financial terms were not disclosed.

NFP Acquires Total Benefits Advisors To Expand Northeast Ohio Presence

By Amit Chowdhry ● Jul 15, 2026

NFP, an Aon company, has acquired Total Benefits Advisors, a Cleveland-based advisory firm specializing in employee benefits, retirement services, and wealth management. The financial terms of the transaction were not disclosed.

Cents Acquires Insight Systems To Expand Laundry Industry Data And Reporting

By Amit Chowdhry ● Jul 15, 2026

Cents has acquired Insight Systems, a business intelligence, dashboarding, and reporting platform developed for the garment care industry. The financial terms of the transaction were not disclosed.

PEF Advisors Acquires Carroll Tower Apartments In St. Charles, Illinois

By Amit Chowdhry ● Jul 15, 2026

Preservation Equity Fund Advisors, LLC (PEF Advisors), a real estate private equity firm focused on preserving existing affordable housing in high-cost markets, announced the acquisition of Carroll Tower, a 108-unit affordable senior housing community in St. Charles, Illinois. This represents PEF Advisors' third acquisition in the greater Chicago metropolitan area.

Wealth Enhancement Acquires WealthShield Partners And Madison Oaks Wealth Partners With Over $993 Million in Client Assets

By Amit Chowdhry ● Jul 15, 2026

Wealth Enhancement, a national independent wealth management firm, announced it has acquired the investment advisory business of Raleigh-area WealthShield Partners, led by Managing Partner Robert Leggett, and its affiliated wealth management practice, Madison Oaks Wealth Partners, led by Managing Partner Scott Lord and partners Kenny Bollinger, Stuart Gay, and John Maher. Madison Oaks Wealth Partners operated as a DBA of WealthShield Partners. Together, the organizations managed more than $993 million in client assets and have joined Wealth Enhancement as the Emerald Team and Madison Oaks Team.

VLS Environmental Solutions Acquires ECC to Expand West Coast Hazardous Waste Network

By Amit Chowdhry ● Jul 15, 2026

VLS Environmental Solutions has acquired Environmental & Chemical Consulting (ECC), a Los Angeles-based provider of hazardous and non-hazardous waste management services, in a move that extends VLS's footprint into Northern California and consolidates its position across the western United States. Financial terms were not disclosed.

IMB Partners Acquires Strategic Land Services

By Amit Chowdhry ● Jul 15, 2026

IMB Partners has acquired Strategic Land Services, a Georgia-based heavy civil contractor specializing in site preparation and infrastructure services for electric utility projects. The transaction was completed in late May, and its financial terms were not disclosed.

IFG’s Expanded Recruiting Platform Sees Momentum With New Advisor Offices Representing Over $1 Billion in Assets

By Amit Chowdhry ● Jul 15, 2026

Independent Financial Group (IFG), a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide, announced that its strategic investment in expanding its national recruiting and transition platform is delivering results, with the addition of multiple established advisor offices representing over $1 billion in total client assets.

NextCure And Avere Therapeutics Announce Merger And $320 Million Financing

By Amit Chowdhry ● Jul 15, 2026

NextCure and Avere Therapeutics have entered into a definitive agreement to merge in an all-stock transaction that will create a publicly traded biotechnology company focused on developing oral therapies for inflammatory diseases driven by interleukin-23.

VetnCare Acquires Holistic Veterinary Care In Sixth Add-On Under Great Point Partners

By Amit Chowdhry ● Jul 15, 2026

VetnCare, a Northern California veterinary hospital group backed by Greenwich-based healthcare private equity firm Great Point Partners, has acquired Holistic Veterinary Care, an Oakland-based practice specializing in integrative and rehabilitative animal medicine. Financial terms were not disclosed. The deal marks VetnCare's sixth acquisition since Great Point Partners first invested in the company, and the first completed under CEO Matt Kirchner.

Stripe And Advent Offer More Than $53 Billion To Acquire PayPal: Report

By Amit Chowdhry ● Jul 15, 2026

Stripe and private equity firm Advent International have reportedly submitted a joint offer to acquire PayPal Holdings for $60.50 per share, valuing the digital payments company at more than $53 billion. The proposal is backed by approximately $50 billion in committed bank financing, according to Reuters, which cited people familiar with the confidential discussions. The offer represents a premium of roughly 28% to PayPal’s closing share price on July 14, 2026.

Zoetis To Acquire VitalRADS To Expand Veterinary Diagnostic Capabilities

By Amit Chowdhry ● Jul 15, 2026

Zoetis has agreed to acquire VitalRADS, a veterinary teleradiology services platform, in a transaction designed to expand the company’s diagnostic imaging, specialist services, and workflow technology capabilities. The financial terms of the agreement were not disclosed.

CSI Acquires Qolo To Expand Commercial Banking And Embedded Finance Capabilities

By Amit Chowdhry ● Jul 14, 2026

CSI, a provider of end-to-end financial software and technology, has acquired Qolo, a fintech company offering treasury solutions and payments infrastructure. The financial terms of the transaction were not disclosed.

Warren Buffett To Donate 12 Million Berkshire Hathaway Class B Shares To Four Foundations

By Amit Chowdhry ● Jul 14, 2026

Berkshire Hathaway announced that Warren E. Buffett will convert 8,000 Berkshire Hathaway Class A shares into 12 million Berkshire Hathaway Class B shares in order to donate the Class B shares to four foundations.

Catalyst Bancorp Completes Acquisition Of Lakeside Bancshares, Creating A $620 Million Community Bank Across Southwest Louisiana

By Amit Chowdhry ● Jul 14, 2026

Catalyst Bancorp, the parent company of Catalyst Bank, has completed its acquisition of Lakeside Bancshares, Inc. and its wholly-owned subsidiary Lakeside Bank, effective July 14, 2026. Lakeside shareholders received $19.58 per share in cash, representing $41.1 million in aggregate consideration. The deal was announced in April 2026.

Tempus Realty Partners Announces $42.1 Million In Arkansas Acquisitions For Tempus Evergreen Fund

By Amit Chowdhry ● Jul 14, 2026

Tempus Realty Partners, an Arkansas-based real estate investment firm, announced the acquisition of two properties totaling approximately $42.1 million for its perpetual-life investment vehicle, Tempus Evergreen. The acquisitions include five buildings spanning 336,242 square feet across roughly 22.5 acres in North Little Rock and Fayetteville, Arkansas.

Diodes To Acquire ElevATE Semiconductor For $250 Million, Expanding Analog And Mixed-Signal Portfolio

By Amit Chowdhry ● Jul 14, 2026

Diodes announced it has entered into a definitive agreement to acquire ElevATE Semiconductor in an all-cash transaction valued at $250 million. ElevATE is a fabless semiconductor company based in San Diego, California, that specializes in integrated circuits for the Automated Test Equipment industry, designing low-power, high-density solutions aimed at delivering the lowest possible cost of test.

LPL Welcomes $2.4 Billion Firm HighWater Wealth To Quotient Advisor Partners Platform

By Amit Chowdhry ● Jul 14, 2026

HighWater Wealth, a San Diego-based wealth management team serving high-net-worth individuals and families with approximately $2.4 billion in advisory assets, has joined LPL Financial's broker-dealer and registered investment adviser platform, aligning with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisors. The team moves from U.S. Bank and consists of Kristian Forster, Mike Rookus, Falko Hörnicke, Tim Davidson and Brian Rissman.

Caprock Acquires $4 Billion Firm Venturi Private Wealth To Expand Ultra-High-Net-Worth Family Office Platform In Texas And Oklahoma

By Amit Chowdhry ● Jul 14, 2026

Caprock, a Boise, Idaho–based multi-family office registered investment adviser serving ultra-high-net-worth clients, has announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management. The transaction brings approximately 30 employees to Caprock, including 10 advisors, and expands the firm's footprint in Austin and Oklahoma City, where Venturi has an established presence. Terms were not disclosed.

Cribl Acquiring CardinalOps

By Amit Chowdhry ● Jul 14, 2026

Cribl announced that it is acquiring CardinalOps, an agentic detection engineering company. The acquisition expands Cribl’s AI Platform for Telemetry into security operations.

SpinSci Acquires Dialog Health

By Amit Chowdhry ● Jul 14, 2026

SpinSci announced that it acquired Dialog Health, a patient communication platform used by Fortune 500 health systems, health plans, and ambulatory surgery centers.

AE Industrial Acquires Powder Alloy Corporation

By Amit Chowdhry ● Jul 14, 2026

AE Industrial Partners announced that it acquired Powder Alloy Corporation, a producer of highly engineered metallic, ceramic, and thermal spray powders used in mission-critical surface enhancement and joining applications. Financial terms of the private transaction were not disclosed.

Genco Shipping Tells Shareholders To Reject Diana Shipping’s Extended $24.80 Tender Offer

By Amit Chowdhry ● Jul 14, 2026

Genco Shipping & Trading, the largest US-headquartered drybulk shipowner, has issued a statement urging shareholders not to tender their shares into Diana Shipping Inc.'s extended $24.80-per-share cash tender offer, which Genco's board has unanimously rejected as inadequate. The statement highlights a significant and unresolved inconsistency in Diana's conduct: Diana has separately made an indicative, non-binding proposal to the Genco board at terms above the $24.80 tender offer price, yet has still not updated its publicly filed tender offer materials to reflect those higher terms—meaning shareholders tendering at $24.80 would be accepting less than what Diana itself has indicated it may be willing to pay.

Apple Acquiring Certain SigScalr Assets

By Amit Chowdhry ● Jul 14, 2026

Apple has agreed to acquire certain assets and hire employees from SigScalr, according to a notice published on the European Commission’s website.

LEHR Acquires Emergency Vehicle Upfitting Assets Of ProLogic ITS In Tenth Add-On Deal

By Amit Chowdhry ● Jul 14, 2026

LEHR, the nation's leading emergency vehicle upfitter and a portfolio company of Broadwing Capital, has acquired the emergency vehicle upfitting assets of ProLogic ITS, a technology and public safety solutions provider headquartered in Acworth, Georgia. The transaction is LEHR's tenth add-on acquisition in approximately two years, adding six locations across Georgia, Alabama and Florida to LEHR's network of more than 30 nationwide sites and deepening the company's presence in the Southeast while unlocking new capabilities to serve federal agency fleets. Financial terms were not disclosed.

Twin Vee PowerCats Merges With USFM Corporation And Privatizes Marine Business

By Amit Chowdhry ● Jul 14, 2026

Twin Vee PowerCats, a manufacturer, distributor and marketer of power sport boats, announced that it has entered into a definitive agreement for a transformative transaction combining a merger involving the publicly traded company with the concurrent privatization of its boating business under the Twin Vee and Bahama Boat Works brands.