Archives

EPIC Insurance Brokers Acquires The Bond Exchange To Expand National Surety Platform

By Amit Chowdhry ● Jan 22, 2026

EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, in a move aimed at scaling EPIC’s national surety practice and adding deeper underwriting and brokerage expertise for complex bonding programs.

Human Capital Education Buys Kennedy & Company To Expand Strategy And CRM Services For Colleges

By Amit Chowdhry ● Jan 22, 2026

Human Capital Education has acquired Kennedy & Company Education Strategies, combining two higher-education advisory firms that help colleges and universities manage change, improve performance, and drive sustainable growth. The deal brings together complementary capabilities across institutional strategy, enrollment and pricing, financial sustainability, and technology-enabled services.

Allshares Buys Stock & Option Solutions To Expand U.S. Equity Plan Administration Footprint

By Amit Chowdhry ● Jan 22, 2026

Allshares has acquired Stock & Option Solutions (SOS), a U.S.-based specialist in equity compensation and stock plan administration, as the company pushes deeper into what it called its largest and fastest-growing market. The deal adds a long-standing U.S. services platform to Allshares’ ownership management software and positions the combined organization to support clients operating across multiple countries and equity technology systems.

Copeland Bolsters AI-Driven HVAC And Cold Chain Offerings With Bueno Analytics Deal

By Amit Chowdhry ● Jan 22, 2026

Copeland announced it has signed an agreement to acquire Bueno Analytics, an Australia-based software company that uses embedded AI and machine learning to deliver building analytics, energy management, and operational efficiency tools for commercial buildings and cold chain environments.

BlueRidge Life Sciences Buys Design Science To Add Human Factors And Usability Engineering

By Amit Chowdhry ● Jan 22, 2026

BlueRidge Life Sciences, a life sciences consulting and services platform backed by Renovus Capital Partners, has acquired Design Science, a human factors and usability engineering consultancy that works with medical device, pharmaceutical, and biotechnology companies.

LatticeFlow AI Acquires AI Sonar To Add On-Prem Discovery To Evidence-Based AI Governance

By Amit Chowdhry ● Jan 22, 2026

LatticeFlow AI announced it has acquired Dublin-based AI Sonar Ltd., a wholly owned subsidiary of CloudSphere Ltd., in a deal the company unveiled during the World Economic Forum in Davos. The acquisition adds AI Sonar’s “AI discovery” capabilities—aimed at detecting “shadow AI” across enterprise environments—to LatticeFlow AI’s governance platform, which focuses on technical evaluations and evidence generation.

Infinity Natural Resources Buys Chase Oil Stake In South Bend Field In $36 Million Stock Deal

By Amit Chowdhry ● Jan 22, 2026

Infinity Natural Resources announced it acquired Chase Oil Corporation’s working interest in the company’s South Bend field in Pennsylvania in an all-stock transaction valued at about $36 million, adding producing wells, near-term volumes, and additional drilling inventory in one of its core dry gas areas.

Gamebeast Buys RTrack To Broaden Roblox Market Research And Intelligence Offerings

By Amit Chowdhry ● Jan 22, 2026

Gamebeast has acquired RTrack, a Roblox market research platform that helps developers and enterprises track trends, player behavior, and game performance using structured analysis of publicly available data.

D-Wave Closes Quantum Circuits Deal, Adding Error-Corrected Gate-Model Tech To Dual-Platform Roadmap

By Amit Chowdhry ● Jan 22, 2026

D-Wave Quantum announced it has completed its acquisition of Quantum Circuits Inc., a move the company expects will accelerate development of a scaled, error-corrected gate-model quantum computer to complement its commercial annealing systems.

Modern Wealth Adds $300 Million Rochester Advisory Team To Expand New York Footprint

By Amit Chowdhry ● Jan 22, 2026

Modern Wealth Management has signed an asset purchase agreement to acquire a Rochester, New York-based advisory practice led by veteran advisor Craig Houck, expanding the firm’s East Coast presence and adding a four-person team to its Rochester office. Houck will join Modern Wealth as a managing director, bringing approximately $300 million in client assets to the platform.

FGS Global Launches AI Advisory Practice And Acquires Threat Intelligence Consultancy Memetica

By Amit Chowdhry ● Jan 22, 2026

FGS Global announced it has launched a new AI Advisory practice and acquired Memetica, a specialist consultancy focused on AI-driven threat detection and mitigation across social, dark web, and fringe platforms. The firm said the new practice will sit within its recently formed AI and Innovation group, led by Aaron Kwittken, Global Head of AI and Innovation.

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

By Amit Chowdhry ● Jan 22, 2026

Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, adding a planning-led wealth management firm with integrated tax capabilities and roughly $600 million in assets under management to its national platform.

Raise Acquires Murmur To Expand Supplier Marketplace And Modernize Contingent Workforce Sourcing

By Amit Chowdhry ● Jan 22, 2026

Raise, a workforce deployment company, has acquired Murmur, a technology-enabled supplier marketplace platform, in a deal aimed at helping enterprises better manage complex supplier ecosystems and strengthen contingent workforce programs.

Riverview Landscapes Acquires Meticulous Landscaping in Ocean County, New Jersey

By Amit Chowdhry ● Jan 22, 2026

Riverview Landscapes, a provider of commercial landscaping and snow services across the Northeast, has acquired Meticulous Landscaping, a well-known landscape maintenance company based in Ocean County, New Jersey. The deal marks Riverview’s 20th acquisition since the company was founded in 2022.

Auria Acquires RKF Engineering Solutions And Kythera Space Solutions To Expand SATCOM And Payload Software Capabilities

By Amit Chowdhry ● Jan 22, 2026

Auria, a provider of command, control, and communications (C3) software and solutions for advanced space and missile operations, has acquired RKF Engineering Solutions and Kythera Space Solutions, adding satellite communications engineering, spectrum management expertise, and autonomous payload software to its portfolio. Auria is a portfolio company of Enlightenment Capital.

Houlihan Lokey Expands Europe With France Advisory Deal And Mellum Capital Acquisition

By Amit Chowdhry ● Jan 22, 2026

Houlihan Lokey announced it has completed and signed two strategic transactions aimed at materially expanding its European corporate finance footprint, adding a major mid-cap advisory presence in France while extending its capital solutions offering into real estate capital advisory across key European hubs.

Appian Adds ScienceLogic CEO David Link To Board

By Amit Chowdhry ● Jan 22, 2026

Appian, a provider of AI-powered process automation software, has appointed David Link to its board of directors, effective January 25, 2026, adding an enterprise software executive with deep experience in IT operations, automation, and platform scaling.

GSK To Acquire RAPT Therapeutics In $2.2 Billion Deal, Adding Long-Acting Anti-IgE Food Allergy Program

By Amit Chowdhry ● Jan 22, 2026

GSK announced it has signed a definitive agreement to acquire RAPT Therapeutics, a California-based clinical-stage biotech, in a transaction that will add ozureprubart, a long-acting anti-immunoglobulin E (IgE) monoclonal antibody, to GSK’s Respiratory, Immunology & Inflammation pipeline.

Procore Acquires Datagrid To Expand Agentic AI And Connect Construction Data Across Platforms

By Amit Chowdhry ● Jan 22, 2026

Procore Technologies has acquired Datagrid in a deal aimed at accelerating Procore’s AI roadmap and improving how construction customers connect and use data across disparate systems. Procore said the acquisition strengthens its agentic AI capabilities by adding advanced reasoning and deeper connectivity to third-party data sources such as ERPs and cloud storage tools, allowing customers to reduce data silos and automate complex workflows across their technology stack.

CV Advisors Adds Bridgewater Veteran Hailey Gordon As Portfolio Manager

By Amit Chowdhry ● Jan 22, 2026

CV Advisors LLC, a multi-family office with more than $15 billion in assets under management, has hired hedge fund investor Hailey Gordon as a portfolio manager.

CFP Board Names K. Dane Snowden As CEO

By Amit Chowdhry ● Jan 22, 2026

CFP Board has appointed K. Dane Snowden as its next Chief Executive Officer, effective March 16, 2026, succeeding longtime CEO Kevin R. Keller, CAE, who will retire after nearly two decades in the role. The appointment follows a year-long national search conducted with executive search firm Spencer Stuart.

Infusion Marketing Group, QwickRate, And IntelliCredit Merge Under OptimaFI Brand

By Amit Chowdhry ● Jan 22, 2026

Three companies serving community financial institutions have combined to form OptimaFI, a new organization that brings together marketing, credit risk, and balance sheet strategy capabilities under one brand. The company said it currently serves more than 2,500 clients and will continue operating with existing client teams and service models unchanged.

Private Equity Veteran Speed Liu Joins FTI Consulting In Hong Kong As Senior Managing Director

By Amit Chowdhry ● Jan 21, 2026

FTI Consulting has hired private equity veteran Speed Liu as a Senior Managing Director in its Business Transformation practice in Asia, based in Hong Kong, strengthening the firm’s Corporate Finance & Restructuring segment amid rising demand for operational turnaround and exit-readiness work across the region.

Nexxa.ai: $9 Million Seed Funding Closed To Scale AI Agents For Heavy Industry Workflows

By Amit Chowdhry ● Jan 21, 2026

Nexxa.ai has raised a $9 million seed round to scale specialized AI agents designed for heavy-industry workflows, as the company looks to expand deployments across rail, construction, manufacturing, and other critical infrastructure sectors.

AheadComputing Raises Additional $30 Million Seed2 Round To Reimagine CPU Architecture

By Amit Chowdhry ● Jan 21, 2026

AheadComputing, a Portland, Oregon-based IP design house developing high-performance RISC-V CPU cores, has raised an additional $30 million in a Seed2 financing round, bringing total funding to $53 million. The round was co-led by Eclipse, Toyota Ventures, and Cambium, with participation from Corner, Trousdale Ventures, EPIQ, MESH, and Stata.

American Express Global Business Travel Cuts Borrowing Costs And Upsizes Term Loan To $1.486 Billion Through 2031

By Amit Chowdhry ● Jan 21, 2026

American Express Global Business Travel Group announced it has refinanced and expanded its senior secured first lien term loan facility, lowering borrowing costs while adding incremental liquidity to support growth investments and integration efforts.

Fair Holdings Completes $227 Million Take-Private Acquisition Of TrueCar

By Amit Chowdhry ● Jan 21, 2026

Fair Holdings, led by TrueCar founder Scott Painter, has completed a $227 million take-private acquisition of TrueCar in a deal backed by a strategic group that includes PenFed Credit Union, Zurich North America, AutoNation, Atlantic Coast Automotive, and several technology partners.

BioTissue Sells Surgical And Wound Care Unit To BioStem, Sharpening Focus On Ocular Therapies

By Amit Chowdhry ● Jan 21, 2026

BioTissue Holdings has completed the sale of its non-ocular Surgical and Wound Care business to BioStem Technologies, a deal that shifts BioTissue toward a tighter strategic focus on eye-care innovation while expanding BioStem’s footprint in placental-derived products for advanced wound care.

Benepass: $40 Million Series B Closed To Expand Benefits Platform for Employers Facing Rising Healthcare Costs

By Amit Chowdhry ● Jan 21, 2026

Benepass has raised $40 million in Series B funding to expand its benefits capital management platform as employers look for new ways to rein in rising healthcare costs without simply shifting more expense onto employees. The round was led by Centana Growth Partners, with participation from FoW Partners and existing backers Portage Ventures and Threshold Ventures.

Renterra: $9 Million Series A Raised To Scale AI-Driven Equipment Rental Software

By Amit Chowdhry ● Jan 21, 2026

Renterra has raised $9 million in a Series A round to accelerate growth of its equipment rental software platform and expand its use of practical AI tools for rental operators.