Mergers & Acquisitions

AE Industrial Partners: Sales Of CDI Engineering Solutions To Tata Completed

By Amit Chowdhry ● Jan 8, 2025

AE Industrial Partners - a private equity firm specializing in National Security, Aerospace, and Industrial Services, announced that it has completed the sale of CDI Engineering Solutions (CDI), a leading multi-discipline engineering, procurement, and construction management (“EPCM”) firm to Tata Consulting Engineers (TCE), India’s largest EPCM firm with a global presence.

Waud Capital Partners: Acquisition Of Mopec Group

By Amit Chowdhry ● Jan 8, 2025

Waud Capital Partners - a growth-oriented middle-market private equity firm specializing in the healthcare and software & technology sectors - announced the acquisition of Mopec Group, a vertically integrated, branded supplier of equipment, consumables, and services addressing the needs of the anatomic pathology and other laboratory end-markets. Waud Capital is acquiring Mopec from Blackford Capital, a Michigan-based private equity firm.

Colibri Group: Strategic Acquisition Of Boston Institute Of Finance

By Amit Chowdhry ● Jan 8, 2025

Colibri Group, a professional education company offering flexible online and in-person learning solutions to millions of individuals and business customers through 40+ leading brands, announced the acquisition of Boston Institute of Finance (BIF), a renowned provider of comprehensive financial planning and wealth management education.

Stifel: Acquisition Of Bryan, Garnier & Co. Announced

By Amit Chowdhry ● Jan 7, 2025

Stifel Financial has agreed to buy Bryan, Garnier & Co., a leading independent full-service investment bank focused on European technology and healthcare companies. The terms of the deal were undisclosed.

Varel Energy Acquiring Ace Well Technology

By Amit Chowdhry ● Jan 7, 2025

Varel Energy Solutions (VES) announced it had acquired Ace Well Technology (ACE), an international leader in the supply of oilfield casing, cementing, and completion products. This deal further strengthens VES’s robust portfolio of primary cementing equipment, many of which are uniquely patented technology, while also expanding smart completions offerings that support the offshore and premium market sectors. This combination enables the organization to offer its customers one of the industry’s leading sources of value-driven solutions.

Kinderhook Partners Acquiring Jack Doheny Companies

By Amit Chowdhry ● Jan 7, 2025

Kinderhook Industries announced the acquisition of Jack Doheny Companies, a Northville, Michigan-based lessor and distributor of specialized equipment for use in the environmental, industrial, and utility sectors. The financial terms of the transaction were not disclosed.

Synopsys And Ansys Selling PowerArtist To Keysight

By Amit Chowdhry ● Jan 7, 2025

Ansys and Synopsys announced that Ansys has entered into a definitive agreement for the sale of its PowerArtist business to Keysight Technologies, a global leader in design and simulation software for semiconductors, electronics and high-performance systems. The deal is subject to customary closing conditions, such as review by regulatory authorities and the closing of Synopsys' proposed acquisition of Ansys, pending regulatory approvals, and is expected to close in the first half of 2025. Ansys and Synopsys found that the sale of PowerArtist was necessary to obtain regulatory approval for Synopsys' proposed acquisition of Ansys.

Paychex To Buy Paycor In $4.1 Billion Deal

By Amit Chowdhry ● Jan 7, 2025

Paychex - a leading human capital management (HCM) company delivering a suite of technology and advisory solutions in human resources, employee benefits solutions, insurance, and payroll - announced today it has entered into a definitive agreement to buy Paycor HCM, a leading provider of HCM, payroll and talent software in an all-cash transaction for $22.50 per share, representing an enterprise value of about $4.1 billion. This agreement has been approved by the Boards of Directors of both companies.

LPL Brings In $280 Million FA John Somerville

By Amit Chowdhry ● Jan 7, 2025

LPL Financial announced that financial advisor John Somerville has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Somerville Wealth Management. He reported serving approximately $280 million in advisory, brokerage, and retirement plan assets and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, California.

Stryker To Buy Inari Medical In $4.9 Billion Deal

By Amit Chowdhry ● Jan 7, 2025

Stryker - a leader in medical technologies - announced a definitive agreement to acquire all of the issued and outstanding shares of common stock of Inari Medical (Trades on Nasdaq under ‘NARI’) for $80 per share in cash, representing a total fully diluted equity value of approximately $4.9 billion.

Mesirow Buying Asset-Backed Lender Bastion Management

By Amit Chowdhry ● Jan 7, 2025

Mesirow - an independent, employee-owned financial services firm - announced that it has acquired Bastion Management, an asset-backed specialty finance lender. This deal closed late last month.

IQ Fiber: Acquisition Of ThinkBig Networks Completed

By Amit Chowdhry ● Jan 7, 2025

IQ Fiber, a Jacksonville, Florida-based provider of 100% fiber-optic internet service, announced it has completed the acquisition of ThinkBig Networks, LLC, a Maryland-based 100% fiber-optic internet service provider. And ThinkBig Networks currently serves customers in Charles, Kent, Queen Anne’s, and Harford counties in Maryland, with additional network expansion underway.

GEE Group Buying Staffing Solutions Company Hornet Staffing

By Amit Chowdhry ● Jan 7, 2025

GEE Group, a provider of professional staffing services and human resource solutions, announced that it has acquired Hornet Staffing, an Atlanta-based provider of staff augmentation services with national service capability. And Hornet offers staffing solutions to many markets serving large scale, "blue chip" companies in the information technology, professional, and customer service staffing verticals.

Advent To Buy Condiment And Seasoning Company Sauer Brands

By Amit Chowdhry ● Jan 7, 2025

Advent International - a leading global private equity investor - announced that it has signed a definitive agreement to acquire Sauer Brands, a scaled platform of leading condiments and seasonings brands, from Falfurrias Capital Partners. The terms of the transaction were undisclosed.

Veracode To Buy Phylum’s Assets For Transforming Supply Chain Security

By Amit Chowdhry ● Jan 7, 2025

Veracode, a leader in application risk management, announced it acquired certain assets of Phylum, including its malicious package analysis, detection, and mitigation technology. This acquisition enhances Veracode’s ability to identify and block malicious code in open-source libraries, marking continued investment in its software supply chain risk management capabilities. This gives customers a more comprehensive view of risks associated with open-source code usage, strengthening their defenses against emerging threats.

AVI Systems To Buy AVCON

By Amit Chowdhry ● Jan 7, 2025

AVI Systems announced it will acquire Cary, North Carolina-based AVCON. This systems integration firm designs, installs, and maintains audio, visual, and lighting technologies for companies, houses of worship, and other organizations. This acquisition includes transitioning all AVCON employees to AVI Systems.

Hub International Acquiring Assets Of Woods Insurance Services

By Amit Chowdhry ● Jan 7, 2025

Hub International Limited - a leading global insurance brokerage and financial services firm - announced that it has acquired the assets of Woods Insurance Services. The terms of the deal were undisclosed.

Strategic Value Partners Completes $1.125 Billion Acquisition Of Revelyst

By Amit Chowdhry ● Jan 7, 2025

Revelyst (a collective of maker brands that design and manufacture performance gear and precision technologies) and Strategic Value Partners (a global alternative investment firm with about $19 billion of assets under management) announced that SVP-managed funds have completed their previously announced acquisition of Revelyst in an all-cash transaction based on an enterprise value of $1.125 billion.

UFP Industries To Buy C&L Wood Products

By Amit Chowdhry ● Jan 6, 2025

UFP Industries announced that its affiliate, UFP Packaging, has acquired the assets of C&L Wood Products, Inc. (C&L), a manufacturer of pallets and mulch based in Hartselle, Alabama.

Insignia Financial Receives $1.78 Billion Bid From CC Capital

By Amit Chowdhry ● Jan 6, 2025

Australia-based Insignia Financial announced it received an A$2.87 billion ($1.78 billion) takeover bid from CC Capital Partners, which was higher than an A$2.67 billion offer from Bain Capital. This deal would give CC Capital access to a $A4.1 trillion superannuation system. This is considered one of the largest private pension markets in the world.

Renovaro To Buy Predictive Oncology In All-Stock Deal

By Amit Chowdhry ● Jan 6, 2025

Renovaro - a pioneer in cancer diagnostics and therapeutics powered by AI - announced it has entered into a binding LOI to acquire Predictive Oncology (POAI) in an all-stock transaction.

Haveli Investments: Acquisition Of AppView Completed

By Amit Chowdhry ● Jan 6, 2025

AppViewX - a leader in automated certificate lifecycle management (CLM) and public key infrastructure (PKI) solutions - announced the completion of its acquisition by Haveli Investments, which is an Austin-based technology-focused private equity firm with expertise in enterprise software.

CentralSquare Technologies To Buy Operating Assets Of Blueline

By Amit Chowdhry ● Jan 6, 2025

CentralSquare Technologies, a provider of public sector software, announced that it has signed a definitive agreement to acquire the operating assets of Blueline, which is an AI-based platform that augments routine tasks, such as body-worn camera transcriptions, police report narratives and search warrant routing.

MAI Capital Management Announces Acquisition Of Garrison Asset Management

By Amit Chowdhry ● Jan 6, 2025

MAI Capital Management, a registered investment adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announced the acquisition of Garrison Asset Management. The terms of the transaction were not disclosed.

AFM Capital Partners To Invest In Bull’s Eye Brands (Smart Mouth Pizza)

By Amit Chowdhry ● Jan 6, 2025

AFM Capital Partners - an operationally driven private investment firm specializing in control investments in middle-market companies - announced the acquisition of Bull’s Eye Brands (d/b/a Smart Mouth Pizza).

IonQ: Acquisition Of Qubitekk Closed

By Amit Chowdhry ● Jan 6, 2025

IonQ - a leader in the quantum computing and networking industry - announced the completion of its acquisition of substantially all of the assets of Qubitekk, a prominent quantum networking company. The deal brings Qubitekk’s team, advanced technology, and extensive patent portfolio into IonQ’s operations, solidifying IonQ’s position at the forefront of quantum networking and computing.

Hologic: $350 Million Acquisition Of Gynesonics Completed

By Amit Chowdhry ● Jan 6, 2025

Hologic - a global leader in women’s health - announced it completed its previously announced acquisition of Gynesonics, a privately held medical device company focused on the development of minimally invasive solutions for women’s health, for about $350 million.

Disney To Combine Its Hulu + Live TV Business With Fubo

By Amit Chowdhry ● Jan 6, 2025

FuboTV and The Walt Disney Company announced today that they have entered into a definitive agreement for Disney to combine its Hulu + Live TV business with Fubo, forming a combined virtual MVPD company.

FINSIGHT Buying Pricing Data Provider Company Credit Flow Research

By Amit Chowdhry ● Jan 6, 2025

FINSIGHT - an institutional capital markets technology and market data company - announced the acquisition of Credit Flow Research. And with thousands of subscribers across 85 broker-dealers participating in the investment grade and high-yield corporate bond markets, Credit Flow provides proprietary, comprehensive, real-time deal flow, pre- and post-deal analysis, new issue monitoring, and historical pricing data via web and API.

S&P Global Buying AI-Based Tooling Provider ProntoNLP

By Amit Chowdhry ● Jan 6, 2025

S&P Global announced that it has acquired ProntoNLP, a leading provider of GenAI tooling, enabling users to derive differentiated insights from unstructured and structured data. And ProntoNLP's proprietary models and LLM-based signal tools will support S&P Global's textual data analytics capabilities. The financial terms of the transaction were undisclosed.