Recent Financial Services Acquisitions
Acquisition Volume in Financial Services by Year
Last 5 years
Financial Services transactions cover a range of sub‑sectors including fintech, wealth management RIAs, banking, insurance distribution, third‑party administration and private credit. Recent examples include Bitwise Asset Management acquiring staking provider Chorus One, Nicolet Bankshares merging with MidWestOne, and the Qatar Investment Authority investing in 5C Investment Partners.
Buyers include strategic platforms, sovereign and institutional investors, and acquisitive advisory firms. Common themes are capability builds (technology, underwriting, recordkeeping), geographic expansion of branch or advisor footprints, and targeted growth investments to scale private credit and distribution platforms.
What Stands Out
- Activity spans multiple subsectors: fintech and digital platforms, banks and branch consolidation, RIAs and wealth teams, TPAs/recordkeepers, MGAs and insurance distribution.
- Deals often add capabilities or platforms — e.g., staking technology and engineering talent (Chorus One into Bitwise), digital underwriting platforms (Lumen Holdings into The Vistria Group) and recordkeeping/TPA scale (Future Planning Associates into Fiduciary Services Group).
- Geography is predominantly U.S. (Texas, New York, Iowa, Vermont, West Virginia, Alabama, Ohio, California, Florida) with select international activity (Zug, Switzerland).
- Buyer types range from sovereign/institutional investors (e.g., Qatar Investment Authority), private equity and platform sponsors (e.g., The Vistria Group, MPowered Capital), to strategic consolidators and recurring industry buyers (e.g., Simplicity Group, listed recurring firms).
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April 2, 2026
- Buyer
- Socium Advisors
- Target
- Amplify Wealth Partners
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Buyout
Socium Advisors announced it is integrating Amplify Wealth Partners into its platform. The acquisition expands Socium’s retirement planning, group benefits, and comprehensive wealth management capabilities, while preserving Amplify’s existing Milwaukee office presence and client advisory relationships.
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April 1, 2026
- Buyer
- Seagray
- Target
- Worldwide Currencies
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Seagray announced the acquisition of Worldwide Currencies as the first step in a structured strategy to build a diversified, integrated financial services group. Worldwide Currencies, founded more than 20 years ago, brings a foreign exchange platform and client relationships, and will serve as the foundation for Seagray’s expansion into adjacent financial services. Former Monex CEO Nick Edgeley has joined Worldwide Currencies as CEO to lead the next phase of growth.
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- Buyer
- RFG Advisory
- Target
- RVA Wealth Management
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Buyout
RFG Advisory completed its first majority acquisition, buying RVA Wealth Management, a Richmond, Virginia-based advisory firm managing more than $320 million in client assets. RVA will retain its brand and operate within RFG’s platform as a W-2 partner firm, while RFG expands its capital solutions and succession/monetization support for advisors.
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- Buyer
- Moniepoint Inc.
- Target
- Sumac Microfinance Bank Limited
- Seller
- John Kibatha Njoroge
- Industry
- Financial Services
- Location
- Kenya
- Type
- Buyout
Moniepoint Inc. completed its acquisition of Sumac Microfinance Bank Limited, supported by approvals from the Central Bank of Kenya and the Competition Authority of Kenya. The deal gives Moniepoint a 78% majority stake in Sumac and is aimed at bringing Moniepoint’s integrated digital banking, payments, credit, and business management tools to Kenya’s underserved MSMEs.
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- Buyer
- Franklin Templeton
- Target
- 250 Digital
- Seller
- CoinFund Management LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Franklin Templeton has agreed to acquire 250 Digital’s liquid cryptocurrency strategies and investment team from CoinFund’s spinoff. The firm is launching a new division, Franklin Crypto, to expand its institutional crypto investment management capabilities and will close in the second calendar quarter of 2026, subject to customary conditions.
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- Buyer
- Bank of Hope (Hope Bancorp, Inc.)
- Target
- Commercial Banking Unit (CBU) of SMBC MANUBANK
- Seller
- SMBC MANUBANK, SMBC Americas Holdings, Inc., Sumitomo Mitsui Banking Corporation (SMBC)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Bank of Hope, a subsidiary of Hope Bancorp, entered into a definitive agreement to acquire the Commercial Banking Unit (CBU) of SMBC MANUBANK in an all-cash transaction. The deal is expected to close in the second half of 2026, subject to regulatory approvals, and will expand Hope’s commercial banking footprint in Greater Los Angeles and its service for Japanese and Korean clients in the United States.
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March 31, 2026
- Buyer
- InspereX Holdings LLC
- Target
- Financial Northeastern Securities
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
InspereX Holdings LLC announced it will acquire Financial Northeastern Securities, a fixed-income underwriter and distributor. The deal is intended to expand InspereX’s fixed-income platform by adding complementary expertise, client reach, and distribution capabilities; terms were not disclosed and the companies will operate independently until regulatory approval and full integration.
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- Buyer
- Arthur J. Gallagher & Co.
- Target
- International Insurance Brokers Pty Ltd
- Industry
- Financial Services
- Location
- Queensland, Australia
- Type
- Buyout
Arthur J. Gallagher & Co. announced it has acquired Australia-based International Insurance Brokers Pty Ltd to strengthen its retail brokerage presence in Australia. The Brisbane team led by Justin McPherson and Vince Mason will join Gallagher’s Brisbane office, and the acquisition expands Gallagher’s retail property and casualty brokerage capabilities.
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- Buyer
- Kinective
- Target
- OrboGraph
- Industry
- Financial Services
- Type
- Buyout
Kinective, which provides an intelligent banking platform used by more than 4,000 financial institutions, announced the acquisition of OrboGraph. The deal expands Kinective’s platform with OrboGraph’s AI-powered check recognition and fraud detection capabilities across teller, ATM, mobile deposits, and lockbox processing.
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March 31, 2026
- Buyer
- Cary Street Partners
- Target
- Pursuit Wealth Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Cary Street Partners has absorbed Pursuit Wealth Management in order to expand its Florida footprint and establish its third office in the state. The Palm Beach Gardens–based advisory team will join Cary Street Partners’ platform, preserving client advisory continuity while adding institutional-quality investment capabilities and access to Cary Street’s specialist network.
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March 31, 2026
- Buyer
- Carlyle
- Target
- MAI Capital Management
- Seller
- Galway Holdings, Harvest Partners, LP, Oak Hill Capital
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Carlyle has signed an agreement to acquire a majority stake in MAI Capital Management, valuing the Cleveland-based wealth management firm at more than $2.8 billion. The transaction is expected to close in Q2 2026, subject to customary closing conditions and regulatory approvals.
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March 31, 2026
- Buyer
- Gresham House
- Target
- Molpus Woodlands Group
- Industry
- Financial Services
- Location
- Mississippi, United States
- Type
- Buyout
Gresham House has agreed to acquire a majority interest in Mississippi-based Molpus Woodlands Group to create one of the world’s largest timberland investment managers with approximately $8 billion in forestry assets under management. The combined platform will operate across the UK, Ireland, the United States, Australia, and New Zealand, retaining the Molpus brand and leadership to continue US operations.
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March 30, 2026
- Buyer
- duPont REGISTRY Group, duPont REGISTRY Group (dRG)
- Target
- LLP Exotic Auto Finance
- Seller
- PruVista Capital
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
duPont REGISTRY Group announced the acquisition of LLP Exotic Auto Finance, a provider of leasing and financing for luxury and exotic vehicles. The deal is intended to expand duPont REGISTRY’s financial services capabilities and support customers across the full luxury automotive ownership journey, including marketplace transactions through leasing and long-term ownership.
-
March 30, 2026
- Buyer
- Fidelity BancShares (N.C.), Inc., Fidelity Bank
- Target
- Affinity Bancshares, Inc., Affinity Bank
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
Fidelity BancShares (N.C.) and its subsidiary Fidelity Bank signed a definitive merger agreement to acquire 100% of Affinity Bancshares, Inc. and its banking subsidiary, Affinity Bank, in an all-cash transaction valued at approximately $142.8 million. The deal is expected to close in the third quarter of 2026, subject to regulatory approvals, Affinity stockholder approval, and customary closing conditions.
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- Buyer
- StartEngine
- Target
- Vinovest
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
StartEngine has acquired Vinovest to expand its retail investing platform into alternative assets such as fine wine and whisky. Vinovest will continue operating as a wholly owned subsidiary under its existing brand.
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March 28, 2026
- Buyer
- ECGI Holdings, Inc.
- Target
- RezyFi
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
ECGI Holdings, Inc. signed a definitive agreement to acquire mortgage origination platform RezyFi in a transaction valued at $25 million. The deal adds a 29-state licensed mortgage origination platform with approximately $140 million in annual funding volume to support ECGI’s mortgage tokenization and digital asset infrastructure strategy.
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March 26, 2026
- Buyer
- Creative Planning
- Target
- MASECO LLP
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Creative Planning announced it will acquire MASECO LLP, a London-based registered investment advisor, subject to regulatory approval. The deal will add 123 employees and more than $5 billion in assets under management, expanding Creative Planning’s cross-border and international wealth management capabilities.
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March 26, 2026
- Buyer
- Cambridge Investment Research, Inc.
- Target
- WealthPlanners, LLC
- Seller
- Denny Gustin-Piazza
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Cambridge Investment Research, Inc. has acquired WealthPlanners, LLC, a wealth planning and benefits consulting firm based in Des Plaines, Illinois, as part of its advisor continuity and succession strategy. Following the deal, WealthPlanners will integrate into a newly formed Cambridge-employed advisory group (Cambridge WealthPlanners) led by former WealthPlanners owner Denny Gustin-Piazza.
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March 25, 2026
- Buyer
- Equitable Holdings, Inc., Corebridge Financial, Inc.
- Target
- Corebridge Financial, Inc., Equitable Holdings, Inc.
- Seller
- Nippon Life Insurance Company
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Corebridge Financial and Equitable Holdings entered into a definitive all-stock merger valued at approximately $22 billion, combining to form a leading retirement, life, wealth, and asset management company. The combined company is expected to have more than 12 million customers and about $1.5 trillion in assets under management and administration, headquartered in Houston, Texas.
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March 25, 2026
- Buyer
- Bow River Capital
- Target
- Spur Capital Partners
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Bow River Capital, a Denver-based alternative asset manager, agreed to acquire venture capital firm Spur Capital Partners. The deal is expected to close in the second quarter of 2026 and is intended to expand Bow River’s evergreen fund offerings by creating an evergreen venture capital strategy.
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- Buyer
- CrossCountry Mortgage, LLC
- Target
- Two Harbors Investment Corp.
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Buyout
CrossCountry Mortgage has entered into a definitive all-cash agreement to acquire Two Harbors Investment Corp. for $10.80 per share. The transaction follows termination of Two Harbors’ prior merger agreement with UWM Holdings, with CrossCountry covering a $25.4 million termination fee.
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March 20, 2026
- Buyer
- Crédit Mutuel Arkéa, ProCapital
- Target
- Societe Generale Securities Services (SGSS) — retail securities services custody account-keeping delegation activity
- Seller
- Societe Generale
- Industry
- Financial Services
- Location
- France
- Type
- Divestiture
Societe Generale (via its Societe Generale Securities Services, SGSS) signed a memorandum of understanding with Crédit Mutuel Arkéa for the divestment of SGSS’s French retail securities services custody account-keeping delegation activity. The acquisition will be completed through Crédit Mutuel Arkéa’s subsidiary ProCapital, which is expected to become the securities services provider for BoursoBank and Societe Generale Private Banking in France, with completion expected in 2028 subject to approvals and employee consultation.
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- Buyer
- Freedom Superior LLC
- Target
- Seneca Mortgage Servicing LLC, Seneca Mortgage Servicing LLC and related entities
- Seller
- EJF Capital LP
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Freedom Mortgage Corporation’s indirect parent company, Freedom Superior LLC, has signed a definitive agreement to acquire Seneca Mortgage Servicing LLC and related entities from EJF Capital LP. The deal will combine Seneca’s mortgage servicing rights (MSR) platform and team with Freedom’s existing mortgage servicing operations to improve operational efficiency and expand the servicing/investment platform.
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March 20, 2026
- Buyer
- Independent Bank Corporation, Independent Bank
- Target
- HCB Financial Corp., Highpoint Community Bank
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Buyout
Independent Bank has entered into a definitive merger agreement to acquire HCB Financial Corp., the parent company of Highpoint Community Bank, in a cash-and-stock transaction valued at approximately $70.2 million. The deal is intended to expand Independent Bank’s Michigan footprint between Grand Rapids and Lansing and enhance funding, product offerings, and lending capabilities for local customers.
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- Buyer
- Mercer
- Target
- AltamarCAM
- Industry
- Financial Services
- Location
- Spain
- Type
- Buyout
Marsh announced that its business Mercer has agreed to acquire AltamarCAM, a private markets asset manager and solutions provider with €20 billion in assets under management. After closing, AltamarCAM will be integrated into Mercer's private markets platform to expand capabilities across secondaries, co-investments, bespoke accounts, and evergreen investment vehicles.
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March 20, 2026
- Buyer
- CrossCountry Mortgage
- Target
- Summit Funding
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
CrossCountry Mortgage entered into an agreement to acquire Summit Funding, a privately held mortgage banker and servicer headquartered in Sacramento, California. The companies say the combination will expand scale and geographic reach while giving Summit Funding’s loan originators more tools, technology, and growth opportunities.
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March 20, 2026
- Buyer
- Banco Macro S.A., Fintech Digital LLC
- Target
- Banco Sáenz S.A.
- Seller
- Liliana Mónica Frávega, Facundo Frávega, Luciano González-Lobo
- Industry
- Financial Services
- Location
- Argentina
- Type
- Buyout
Banco Macro S.A. entered into a stock/share purchase agreement to acquire 100% of Banco Sáenz S.A. from the named sellers, with closing subject to Central Bank approval in Argentina. The deal is part of Banco Macro’s expansion into the digital ecosystem and is expected to position Banco Sáenz as a banking platform for digital wallet growth.
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- Buyer
- Arthur J. Gallagher & Co.
- Target
- Asset Partners Private Wealth Pty Ltd
- Industry
- Financial Services
- Location
- Queensland, Australia
- Type
- Buyout
Arthur J. Gallagher & Co. announced the acquisition of Australia-based Asset Partners Private Wealth Pty Ltd. Financial terms were not disclosed, and David Just, Josh Pope and their team will remain in Robina, Queensland under Gallagher leadership.
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- Buyer
- Inszone Insurance Services
- Target
- Streeter Brothers Insurance
- Seller
- Linda Schmaing
- Industry
- Financial Services
- Location
- Montana, United States
- Type
- Buyout
Inszone Insurance Services, headquartered in Sacramento, California, acquired Streeter Brothers Insurance, a long-established independent insurance agency based in Billings, Montana. The acquired agency will continue operating from its current Billings location with its existing team, supporting client continuity as the owner plans for retirement.
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March 19, 2026
- Buyer
- ANV Group Holdings Ltd.
- Target
- Iris Insurance Brokers Ltd.
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
ANV Group Holdings Ltd. has entered into a definitive agreement to acquire Iris Insurance Brokers Ltd., subject to regulatory approval, with expected closing in Q2 2026. The deal is intended to strengthen ANV’s UK distribution via Iris’ Blink platform and to expand its ability to launch and scale startup MGAs through Iris’ Vivid MGA incubation business.
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- Buyer
- Evernorth Holdings, Inc., Armada Acquisition Corp. II
- Target
- Evernorth Holdings, Inc.
- Seller
- Armada Acquisition Corp. II shareholders (redeemed/not redeemed shares referenced)
- Industry
- Financial Services
- Location
- Nevada, United States
- Type
- Buyout
Evernorth Holdings, a newly formed Nevada corporation focused on creating an institutional XRP treasury vehicle, announced a proposed business combination with Armada Acquisition Corp. II. The combined entity is expected to be publicly listed on Nasdaq under the ticker XRPN, raising over $1 billion in gross proceeds to fund open-market XRP purchases, liquidity and related treasury/DeFi yield strategies.
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March 18, 2026
- Buyer
- GSR
- Target
- Autonomous, Architech
- Industry
- Financial Services
- Type
- Buyout
GSR announced it has acquired digital asset advisory firms Autonomous and Architech in a $57 million deal to build a full-service, integrated capital markets and treasury platform for crypto. Autonomous will continue operating under its existing brand within the GSR group, while Architech will help establish GSR Digital Asset Advisory and expand treasury/capital markets services across the token lifecycle.
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March 18, 2026
- Buyer
- Esquire Financial Holdings
- Target
- Signature Bancorporation
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Esquire Financial Holdings announced a definitive, all-stock agreement to acquire Signature Bancorporation for approximately $348.4 million. The merger combines Esquire’s national, litigation-focused banking platform with Signature’s established Midwest (Chicago) relationship banking franchise, targeting a combined institution with roughly $4.8 billion in assets at closing.
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March 16, 2026
- Buyer
- New Providence Acquisition Corp. III, Abra Financial Holdings (as the operating company in the combined public entity)
- Target
- Abra Financial Holdings
- Seller
- Adams Street, Blockchain Capital, Pantera Capital, RRE Ventures, SBI
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Abra Financial Holdings announced plans to become a publicly traded company through a business combination with special purpose acquisition company New Providence Acquisition Corp. III. The deal values Abra at a $750 million pre-money equity valuation and is expected to provide growth capital, with shares expected to trade on Nasdaq under ticker ABRX after closing.
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- Buyer
- Maridea Wealth Management
- Target
- Chichester Financial Group, LLC
- Seller
- John J. Chichester Jr. (Founder of Chichester Financial Group, LLC)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Maridea Wealth Management announced it has acquired Chichester Financial Group (CFG), a Phoenix-based advisory firm focused on tax-smart financial planning and tax-aware investment strategies. The deal expands Maridea’s Phoenix presence to two offices and strengthens its retirement plan and tax-efficient planning capabilities.
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March 14, 2026
- Buyer
- Charlesbank Capital Partners
- Target
- Overbay Capital Partners
- Industry
- Financial Services
- Location
- Ontario, Canada
- Type
- Growth capital
Overbay Capital Partners announced it has entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners. Financial terms were not disclosed, and Overbay’s existing leadership team is expected to remain significant long-term shareholders with full control and independence over investment activities.
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March 13, 2026
- Buyer
- NewEdge Capital Group, NewEdge Advisors
- Target
- Stonegate Investment Group
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Addon
Stonegate Investment Group, an advisory firm overseeing about $6 billion in client assets, has affiliated with NewEdge Advisors’ registered investment advisor platform under the Pillar Channel program. The affiliation adds a 13-person advisory team to NewEdge Advisors and pushes the Pillar Channel program beyond $14 billion in client assets.
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March 13, 2026
- Buyer
- Cox Capital Partners, Saba Capital Management, L.P.
- Target
- Blue Owl Capital Corporation II (OBDC II)
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Blue Owl Capital Corporation II (OBDC II) said its board unanimously recommends shareholders reject an unsolicited minority tender offer from Cox Capital Partners and Saba Capital Management for up to 8,000,000 shares at a price of about $30 million (under 7% of outstanding shares). The board argues the offer undervalues OBDC II by offering a discount of roughly 33.2% to net asset value (NAV) and would limit shareholders’ ability to receive future distributions and potential appreciation.
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March 13, 2026
- Buyer
- Savills
- Target
- Eastdil Secured
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Savills has signed a definitive agreement to acquire all equity of Eastdil Secured, a global real estate investment bank, for an enterprise value of $1.1125 billion. The deal is expected to close subject to customary regulatory and closing conditions and is intended to expand Savills’ capital markets advisory presence by integrating Eastdil Secured’s investment banking capabilities into its global real estate advisory platform.
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March 13, 2026
- Buyer
- The Charles Schwab Corporation
- Target
- Forge Global Holdings, Inc.
- Seller
- Motive Capital, Deutsche Börse
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Charles Schwab entered into a definitive agreement to acquire Forge Global Holdings for approximately $660 million. The deal values Forge at $45 per share in cash and is expected to close in the first half of 2026, subject to customary approvals.
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- Buyer
- Gen Digital
- Target
- Trellis
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Gen Digital announced it has acquired Trellis, a technology-driven platform that simplifies and automates insurance shopping, to expand the insurance capabilities of its Engine embedded financial wellness marketplace. Trellis’ AI-driven insurance matching technology (from the Savvy platform) is expected to be integrated into Engine to deliver more personalized insurance recommendations through Gen’s partner ecosystem.
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March 13, 2026
- Buyer
- Waverly Advisors
- Target
- McBride Financial Advisors
- Seller
- Michael McBride
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Buyout
Waverly Advisors, a registered investment adviser based in Birmingham, Alabama, acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm managing approximately $181 million in assets under management as of year-end 2025. The deal closed on March 13, 2026, and founder Michael McBride joined Waverly as a Wealth Advisor to expand service capabilities while maintaining the firm’s personalized advisory model.
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March 13, 2026
- Buyer
- Home Bancshares, Inc.
- Target
- Mountain Commerce Bancorp, Inc.
- Industry
- Financial Services
- Location
- Tennessee, United States
- Type
- Buyout
Mountain Commerce Bancorp, Inc. shareholders approved the proposed merger with Home Bancshares, Inc. Subject to remaining closing conditions, the deal is expected to close in early Q2 2026. Home BancShares also received key regulatory approvals, including from the Federal Reserve Board and the Arkansas State Bank Department.
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- Buyer
- Associated Banc-Corp
- Target
- American National Corporation, American National Bank
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Associated Banc-Corp completed its previously announced merger with American National Corporation, including American National Bank, to expand its Midwest banking footprint. The combined organization expects to fully transition American National’s systems, branches, and customers to Associated in the third quarter of 2026, while customers continue to be served through existing branches until conversion.
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March 12, 2026
- Buyer
- ServBanc Holdco, Inc., Servbank, National Association
- Target
- IF Bancorp, Inc., Iroquois Federal Savings and Loan Association, Iroquois Federal Savings and Loan Association (bank subsidiary referenced as “Iroquois Federal”)
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
ServBanc Holdco, Inc. (the holding company for Servbank) completed its acquisition of IF Bancorp, Inc. (NASDAQ: IROQ) and its subsidiary Iroquois Federal Savings and Loan Association. The deal expands Servbank’s Illinois footprint into central Illinois and includes integration of Servbank’s subservicing platform, technology, and personnel. Former IF Bancorp branch offices will continue operating under the Iroquois Federal name until customer and data conversion is completed (anticipated in Q4 2026).
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March 12, 2026
- Buyer
- Creative Planning
- Target
- Duncan & Haley, Ltd.
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Buyout
Creative Planning, a registered investment advisor (RIA), announced it has acquired Duncan & Haley, Ltd., an RIA headquartered in Seattle, Washington. The deal adds approximately $660 million in assets under management (AUM) to Creative Planning and expands its wealth management capabilities spanning tax, estate, retirement planning, and trust services.
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March 11, 2026
- Buyer
- Security Financial Management (SFM), Bluespring Wealth Partners
- Target
- Pittman Financial Group
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners announced that Pittman Financial Group and its team, led by founder Page Pittman, will merge into Security Financial Management (SFM), an existing Bluespring partner firm. The move expands SFM’s advisor base and grows total assets managed by SFM advisors to approximately $1.3B, while supporting advisor succession planning and continuity for Pittman’s clients.
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March 11, 2026
- Buyer
- ACA Group
- Target
- FX Transparency
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
ACA Group, a governance, risk, and compliance (GRC) advisor to financial services firms, announced it has acquired FX Transparency (FXT), a provider of foreign exchange (FX) transaction cost analysis (TCA) and best execution analytics. The deal builds on ACA’s 2025 acquisition of Global Trading Analytics (GTA) and is intended to deepen ACA’s FX capabilities within a cross-asset TCA platform.
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- Buyer
- Inszone Insurance Services
- Target
- Jaffery Insurance & Financial Services
- Seller
- Cyrus Jaffery (Founder, Jaffery Insurance & Financial Services)
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Inszone Insurance Services acquired Jaffery Insurance & Financial Services, an independent insurance agency based in Omaha, Nebraska, marking Inszone’s entry into the Nebraska market. Jaffery Insurance’s clients will continue working with the same agents while gaining access to Inszone’s broader carrier network, tools, and nationwide resources.
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- Buyer
- Quadcode
- Target
- Game 7, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Growth capital
Quadcode acquired a significant strategic stake in Game 7, LLC, the parent company behind FPFXTech.com, PropAccount.com, BullRush.com, and GooeyTrade.com. The partnership is intended to accelerate innovation in proprietary trading, prediction markets, and gamified retail trading experiences.
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Frequently Asked Questions
What types of financial services businesses are appearing in deals?
Transactions include fintech apps and platforms (e.g., Step), institutional crypto staking providers (Chorus One), regional banks and bank mergers (Nicolet Bankshares/MidWestOne), fee‑only RIAs and wealth teams (LOC Investment Advisers), third‑party administrators and recordkeepers (Future Planning Associates), MGAs and underwriting platforms (Lumen Holdings), and insurance distribution/BGAs.
Where are these acquisitions concentrated geographically?
Most recent activity is U.S.‑focused across states such as Texas, New York, Iowa, Vermont, West Virginia, Alabama, Ohio and California, with select international deals (for example, Chorus One in Zug, Switzerland).
What are common motivations behind these deals?
Buyers are typically seeking capability expansion (technology, underwriting, recordkeeping), broader distribution or advisor footprint, scale in assets or AUM, and new product lines. Examples: staking capabilities added to an on‑chain solutions platform (Bitwise/Chorus One), digital underwriting expansion (Lumen Holdings/The Vistria Group), and private credit growth via institutional investment (5C Investment Partners/Qatar Investment Authority).
How large are the transactions reported here?
Deal size varies from seed and growth investments to large bank mergers. Reported figures include about $2.2 billion in staked assets brought by Chorus One, roughly $6 billion of assets added in the Nicolet/MidWestOne merger, and approximately $759 million in AUM added to MAI Capital Management through the LOC acquisition.