Mergers & Acquisitions

Wasserstrom Acquires Breckenridge Kitchen Equipment & Design

By Amit Chowdhry ● Jan 28, 2026

The Wasserstrom Company has acquired Breckenridge Kitchen Equipment & Design, a foodservice equipment and design firm headquartered in Huron, Ohio. The deal expands Wasserstrom’s capabilities in equipment project management and kitchen design, while extending its reach to a broader customer base.

Stock Yards To Buy Field & Main In All-Stock Deal

By Amit Chowdhry ● Jan 28, 2026

Stock Yards Bancorp, the Louisville, Kentucky based parent of Stock Yards Bank & Trust Company, has signed a definitive agreement to acquire Field & Main Bancorp, Inc., parent of Field & Main Bank, in an all stock transaction expected to close in the second quarter of 2026, subject to Field & Main shareholder approval, customary regulatory approvals, and other closing conditions.

LevelBlue And Fortra Strike Managed Services Partnership

By Amit Chowdhry ● Jan 28, 2026

LevelBlue announced it has launched a strategic managed services partnership with Fortra that includes LevelBlue’s acquisition of Fortra’s Alert Logic Managed Detection and Response managed services business, a deal the companies say will expand LevelBlue’s global platform for managed detection and response and deepen the set of cybersecurity technologies available to customers.

Digi International Buys Particle For $50 Million To Boost Subscription ARR

By Amit Chowdhry ● Jan 28, 2026

Digi International, a provider of mission critical Internet of Things connectivity products and services, said it has acquired Particle Industries, an edge to cloud application infrastructure provider for intelligent devices, in a move Digi expects to accelerate annual recurring revenue growth and strengthen what it calls its embedded as a service offering.

Integrated Specialty Coverages Buys Specialty Brokerage Services To Scale Nationwide Wholesale Platform

By Amit Chowdhry ● Jan 28, 2026

Integrated Specialty Coverages (ISC), a California-based multi-line program administrator, has acquired Specialty Brokerage Services (SBS), an Ohio-based wholesale brokerage, in a move intended to expand ISC’s wholesale capabilities across personal and commercial lines.

Sia Acquires Kaiser Associates And Forms New Global Corporate Strategy, Private Equity, And M&A Business Line

By Amit Chowdhry ● Jan 28, 2026

Sia has acquired Kaiser Associates, a boutique strategy consulting firm headquartered in the United States with a branch in the United Kingdom, in a move the firm says will accelerate its U.S. expansion and strengthen its advisory capabilities in corporate strategy and private equity.

SUNRATE Acquires Payments Team And Launches Global Acquiring Services

By Amit Chowdhry ● Jan 28, 2026

SUNRATE, a Singapore-headquartered global payment and treasury management platform, has acquired an experienced payments team along with its acquiring systems and an established book of business, officially launching global acquiring as a new business line and deepening the company’s end-to-end payments offering.

Trophy Design District Mixed-Use Asset Acquired In $72.5 Million Deal

By Amit Chowdhry ● Jan 28, 2026

A partnership between Pebb Capital, Wharton Properties, Lane Capital Partners, and Sabal Investment Holdings has acquired Design 41, a fully stabilized mixed-use office and retail property in Miami’s Design District, for $72.5 million. The joint venture purchased the seven-story asset at 112 NE 41st Street from the privately held Norton family, marking the second South Florida mixed-use acquisition completed together by Pebb Capital and Sabal.

Odgers Acquires Ridgeway Partners To Expand Financial Services and Board Advisory Practices

By Amit Chowdhry ● Jan 28, 2026

Odgers has acquired Ridgeway Partners LLC, a U.S.-based executive search firm focused on financial services and board advisory, adding Ridgeway’s team to Odgers’ U.S. business and expanding the firm’s platform in leadership search and advisory.

Argano Buys Pharosity Consulting To Deepen Life Sciences Pricing, Gross-To-Net, And Analytics Capabilities

By Amit Chowdhry ● Jan 28, 2026

Argano has acquired Pharosity Consulting, adding specialized expertise in Gross-to-Net, government pricing, commercial contracting, and advanced analytics for pharmaceutical and biotechnology companies as the consultancy pushes further into life sciences transformation work.

The Stonewall Group Buying ADG Architecture

By Amit Chowdhry ● Jan 28, 2026

The Stonewall Group announced that it has acquired ADG Architecture, LLC, a Fort Myers, Florida–based architecture, planning, and interior design firm, adding a new studio to its national platform of architecture firms.

Corient Acquires $766.7 Million Firm Palo Alto Wealth Advisors

By Amit Chowdhry ● Jan 28, 2026

Corient announced it has acquired the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management, as the firm continues to build its West Coast presence and deepen its reach in Silicon Valley.

Adecco Acquires Advantis Medical Staffing To Expand U.S. Tech-Enabled Healthcare Staffing

By Amit Chowdhry ● Jan 28, 2026

Adecco has acquired Advantis Medical Staffing, a Dallas-headquartered healthcare staffing company focused on travel nursing and allied health placements across all 50 states, expanding Adecco’s tech-enabled healthcare staffing capabilities in the U.S.

Odeko Acquires District Distribution And Partners With Union Kitchen

By Amit Chowdhry ● Jan 28, 2026

Odeko, an operations and technology platform serving independent coffee shops, cafés, and other food and beverage businesses, has acquired District Distribution, a specialty food and beverage distributor based in Washington, DC. The deal gives Odeko an anchor presence in the nation’s capital and strengthens its footprint across the Mid Atlantic, including Washington, DC, Maryland, and Virginia.

Rob Gough Buys Fireballs In First Perpetual World Jai-Alai League Franchise Sale

By Amit Chowdhry ● Jan 28, 2026

The World Jai-Alai League (WJAL) announced it has sold the Fireballs professional jai-alai team to entrepreneur and investor Rob Gough, describing the transaction as the first time a professional jai-alai team has been sold in perpetuity rather than licensed on a seasonal basis.

Clariness And SubjectWell Merge To Form Full-Service Patient Recruitment Platform

By Amit Chowdhry ● Jan 28, 2026

Clarity and SubjectWell have announced a merger that will combine the two businesses into one of the largest global, full-service patient recruitment platforms, bringing together global scale, scientific rigor, and patient-first design to improve clinical trial access and execution worldwide.

RESA Power Expands Into Quebec With Acquisition Of Société Générale d’Électrotechnique

By Amit Chowdhry ● Jan 28, 2026

RESA Power announced it has acquired Société Générale d'Électrotechnique, expanding the company’s footprint into Quebec and adding new capabilities across electrical construction, engineering, testing, and transformer manufacturing.

PaperTech Acquires Bake-Best Trays To Expand Food-Focused Sustainable Packaging Platform

By Amit Chowdhry ● Jan 28, 2026

PaperTech, a Findlay, Ohio-based manufacturer of pressed paperboard products serving the food packaging and foodservice markets, has completed its acquisition of Bake-Best Trays, a Redmond, Oregon-based manufacturer of pressed paperboard trays.

Launchpoint Acquires Kashie.AI To Expand AI-Driven Music Content Capabilities

By Amit Chowdhry ● Jan 28, 2026

Launchpoint has acquired Kashie.AI, an AI-driven music content platform in a transaction valued at $300,000. Kashie was co-founded by Richard Ahn and Albert Zhang. Ahn founded Kashie after graduating from the University of Texas at Austin, and the company launched in June with approximately $300 in initial out-of-pocket costs, according to the announcement. Ahn led product direction and go-to-market, while Zhang led engineering.

Raymond James Brings In $201 Million Plymouth, Michigan Team From UBS

By Amit Chowdhry ● Jan 28, 2026

Raymond James has recruited financial advisor Ronald Shmyr to Raymond James & Associates, the firm’s employee advisor channel, adding a Plymouth, Michigan-based practice overseeing about $201 million in client assets, according to Upper Midwest regional director Dominic Prioli.

LPL Brings In $2 Billion Advisors To Form Moto Wealth Partners

By Amit Chowdhry ● Jan 28, 2026

LPL Financial announced wealth advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL Financial to launch Moto Wealth Partners, bringing with them approximately $2 billion in advisory, brokerage and retirement plan assets from their prior firm. The team is joining LPL from Fifth Third Private Bank and will be based in Cincinnati and Dayton, Ohio, serving high net worth and ultra high net worth families nationwide with a strong footprint in those markets.

Mission Wealth Announces Merger With PBL Wealth Management

By Amit Chowdhry ● Jan 28, 2026

Mission Wealth has announced a strategic merger with PBL Wealth Management, LLC, an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP, CPWA. The partnership expands Mission Wealth’s presence in Texas and supports its continued national growth, with Broughton joining Mission Wealth as a Partner and Senior Wealth Advisor.

Consello Acquires Morpheus Risk, Launching Global Risk And Investigations Practice

By Amit Chowdhry ● Jan 28, 2026

Consello, a global advisory and investing platform, has acquired Morpheus Risk, a UK-based risk and threat assessment firm that provides insight and operational support to multinational companies. The deal expands Consello’s ability to help executives address operational, reputational, and security challenges as geopolitical volatility and corporate risk exposures rise.

Brennan Investment Group Acquires 56,000-Square-Foot Industrial Facility Near CVG Airport In Sale-Leaseback

By Amit Chowdhry ● Jan 28, 2026

Brennan Investment Group announced it has acquired a 56,000-square-foot light industrial facility on roughly five acres at 1010 Petersburg Road in Hebron, Kentucky, expanding its Midwest footprint in Cincinnati’s Airport submarket.

Aegis Software Completes Acquisition Of Simio To Build Manufacturing Operations Platform

By Amit Chowdhry ● Jan 28, 2026

Aegis Software announced it has completed its acquisition of Simio, combining Aegis’ manufacturing execution and operations software with Simio’s digital twin simulation and advanced planning and scheduling capabilities. The companies said the combined offering is intended to help manufacturers understand what happened on the factory floor, what is happening now, and what is likely to happen next by pairing manufacturing operations management with glass box, AI-powered simulation and scenario modeling.

10 Federal Acquires Seven-Facility Arkansas Portfolio, Expanding Automated Self-Storage Platform

By Amit Chowdhry ● Jan 28, 2026

10 Federal, a technology-first self-storage owner and operator, announced it has acquired a seven-facility portfolio in Arkansas, extending its automated operating platform into a third new state in January 2026 after recent entries into Wisconsin and Iowa.

NorthRock Partners Onboards $500 Million Firm Martin & Associates And Tops $11 Billion In AUM

By Amit Chowdhry ● Jan 28, 2026

NorthRock Partners announced that an Illinois-based advisory firm, Martin & Associates, has joined the company, extending NorthRock’s presence in the state and pushing the firm past $11 billion in total assets under management. NorthRock said the team, which previously was affiliated with Ameriprise Financial, is expected to add about $500 million in AUM and represents NorthRock’s first transaction of the year.

Mergers & Acquisitions

Wasserstrom Acquires Breckenridge Kitchen Equipment & Design

Stock Yards To Buy Field & Main In All-Stock Deal

LevelBlue And Fortra Strike Managed Services Partnership

Digi International Buys Particle For $50 Million To Boost Subscription ARR

Integrated Specialty Coverages Buys Specialty Brokerage Services To Scale Nationwide Wholesale Platform

Sia Acquires Kaiser Associates And Forms New Global Corporate Strategy, Private Equity, And M&A Business Line

SUNRATE Acquires Payments Team And Launches Global Acquiring Services

Trophy Design District Mixed-Use Asset Acquired In $72.5 Million Deal

Odgers Acquires Ridgeway Partners To Expand Financial Services and Board Advisory Practices

Argano Buys Pharosity Consulting To Deepen Life Sciences Pricing, Gross-To-Net, And Analytics Capabilities

The Stonewall Group Buying ADG Architecture

Corient Acquires $766.7 Million Firm Palo Alto Wealth Advisors

Adecco Acquires Advantis Medical Staffing To Expand U.S. Tech-Enabled Healthcare Staffing

Odeko Acquires District Distribution And Partners With Union Kitchen

Rob Gough Buys Fireballs In First Perpetual World Jai-Alai League Franchise Sale

Clariness And SubjectWell Merge To Form Full-Service Patient Recruitment Platform

RESA Power Expands Into Quebec With Acquisition Of Société Générale d’Électrotechnique

PaperTech Acquires Bake-Best Trays To Expand Food-Focused Sustainable Packaging Platform

Launchpoint Acquires Kashie.AI To Expand AI-Driven Music Content Capabilities

Raymond James Brings In $201 Million Plymouth, Michigan Team From UBS

LPL Brings In $2 Billion Advisors To Form Moto Wealth Partners

Mission Wealth Announces Merger With PBL Wealth Management

Consello Acquires Morpheus Risk, Launching Global Risk And Investigations Practice

Brennan Investment Group Acquires 56,000-Square-Foot Industrial Facility Near CVG Airport In Sale-Leaseback

Aegis Software Completes Acquisition Of Simio To Build Manufacturing Operations Platform

10 Federal Acquires Seven-Facility Arkansas Portfolio, Expanding Automated Self-Storage Platform

NorthRock Partners Onboards $500 Million Firm Martin & Associates And Tops $11 Billion In AUM

Forta Wealth Partners Launches In Indianapolis After Elevation Point Minority Investment

Watches Of Switzerland Buys Majority Stake In Texas Luxury Retailer Deutsch & Deutsch

Milestone Group Buys 266 Unit Legends At Laurel Canyon Apartments In Georgia