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Fri, Sep 11, 2026
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Latest issueFriday, September 11, 2026
6 deals · Updated Fri, Sep 11, 2026 at 2:30 PM PDT·Full deal sheet
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Financial deals

Private equity acquisitions across financial services, insurance and wealth management.

15 deals in the past 30 days

Crestview-Backed Modern Wealth Acquires Sanchez Wealth

The Jacksonville advisory team brings nearly $710 million in client assets and adds another Florida office to Modern Wealth’s network.

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ECI Partners Invests in Shaw Gibbs

The accountancy and advisory firm serves approximately 25,000 clients across the UK and Ireland.

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EQT Agrees to Buy McGill and Partners for $2 Billion

Warburg Pincus will exit the specialty broker, while its founders and colleagues reinvest.

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World Insurance Acquires Pellechio Family Agency

The Parsippany agency adds commercial and personal insurance customers in New Jersey.

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Pivotal adds LR Finance

The add-on brings a mortgage brokerage advising clients on mortgages, protection, and property insurance to the platform, with transaction terms undisclosed in the announcement.

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Aquiline acquires Flourish as platform investment

The New York-based company serves over 1,300 RIAs with $8 billion in assets under custody.

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KKR sells USI Insurance Services to Aon

The $17 billion all-cash transaction marks KKR’s exit from its 2017 investment, which expanded USI’s team to over 10,500 professionals across nearly 200 U.S. offices.

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H.I.G. Capital backs HBK

Founded in 1949, it operates 27 offices across seven states and India serving entrepreneur-led and family-owned businesses and high-net-worth individuals and families.

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The Vistria Group backs Curi Capital

With more than $14 billion in assets under advisement, the Chicago-based registered investment adviser operates 12 offices across eight states and the District of Columbia.

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CVC-Backed TMF Group Buys Navigator Partners

The add-on brings a Helsinki-based fund administrator serving more than 800 private equity, family office and foundation clients across the Nordics to the platform, with transaction terms undisclosed in the announcement.

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Stone Point Capital closes Ever.Ag’s risk management unit acquisition

The carve-out will operate as a standalone company under its current leadership and adopt a new brand.

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Genstar Capital acquires Oncourse Home Solutions from Apax Funds

The national home-warranty provider serves more than two million customers across 48 states through affinity partnerships and a growing direct-to-consumer business.

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Uplift Investors acquires Engage fi from Falfurrias Management Partners

The technology-enabled consultancy has completed more than 2,700 engagements across advisory, technology evaluations, contract negotiations, vendor benchmarking, and managed conversion, migration, merger, and implementation services for banks and credit unions.

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Thoma Bravo Acquires Accelerant

Accelerant operates a technology-driven risk exchange that connects specialty insurance underwriting businesses with risk capacity and program support. Altamont Capital Partners, Accelerant's largest investor, and the company's founders will retain equity ownership alongside Thoma Bravo as part of the transaction.

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WestBridge Purchases Beckett from Foresight

The transaction creates a financial planning platform for WestBridge, adding a substantial base of managed client assets and an expanded advisory offering.

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