126 deals. Showing the latest 60. See all in the deal sheet.
Motive Partners has closed its purchase of investment platform provider Mobius, which serves pension schemes and asset managers, from Phoenix Equity Partners.
Canadian pension fund OMERS is buying an indirect minority interest in Australia's La Trobe Financial through a Brookfield vehicle, with Brookfield keeping majority control.
Apollo agreed to buy nearly 10% of Mubadala's alternative asset management arm, with strategic investors committing about $5bn across its strategies.
SMART Holding, backed by Winterberg Advisory, completed its acquisition of Basel fiduciary Streicher & Brotschin Treuhand and affiliated firms.
Summit Africa sold its 51% stake in SMME rental finance provider Custom Capital Finance to a consortium led by SAAD Investment Holdings.
October Capital has signed a deal to acquire EQ Retirement Solutions, a pension automation and digital payments provider, expected to close in November.
The company serves lenders and borrowers across syndicated loans, direct lending, and capital markets transactions, and its assets under administration grew from about $120 billion in 2021 to over $920 billion under LLCP's ownership.
EQT signed the $375 million base agreement; the Stockbridge acquisition is expected to close in the first quarter of 2027.
Completion is expected in January 2027 after SpareBank 1 Gruppen concluded the debt collection business was not a core holding.
The pending transaction would transfer the fund administrator from Hg and General Atlantic; closing is expected in 2027.
Founded in 2019, the company provides compliance training, Human Resource Information Systems integrations and AI-powered workflow automation through a unified platform.
The Killbuck, Ohio agency serves individuals, businesses, municipalities and a community bank in Holmes County, and founder Cory Miller will remain involved in client service and team mentoring.
The pending cash acquisition would refocus the holding company on USCF, its asset management business with roughly $6 billion under management.
BayPine-backed Relation adds the Chalfont, Pennsylvania, insurance agency business; the transaction took effect June 30 and was announced September 25.
The acquisition adds AI tools for private-markets due diligence and data-room analysis to 73 Strings’ valuation and portfolio intelligence platform.
The founder-led company coordinates physical therapy care for injured workers through a national network of independent providers.
The Missouri firm provides outsourced investment research, portfolio analytics and models to more than 200 advisory firms.
The multi-family office serves 14 families with approximately $2.6 billion in client assets.
The insurance services provider operates across 48 states through more than 1,000 field technicians.
Its panels are used by customers in agricultural, data center, fire protection and other industrial applications where aboveground tank insulation is required.
The deal gives Peakline a larger equipment finance operating platform with direct origination and underwriting capabilities in asset-backed equipment lending.
The West Des Moines wealth manager will join Cerity at the end of September with about $2bn of assets under management.
Cashdesk serves more than 700 restaurant partners and brings over two million orders.
The Jacksonville advisory team brings nearly $710 million in client assets and adds another Florida office to Modern Wealth’s network.
The acquisition brings the combined creative agency group to 230 people across eight studios.
The accountancy and advisory firm serves approximately 25,000 clients across the UK and Ireland.
Warburg Pincus will exit the specialty broker, while its founders and colleagues reinvest.
The Parsippany agency adds commercial and personal insurance customers in New Jersey.
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.
The New York-based company serves over 1,300 RIAs with $8 billion in assets under custody.
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.
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.
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.
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.
The carve-out will operate as a standalone company under its current leadership and adopt a new brand.
The national home-warranty provider serves more than two million customers across 48 states through affinity partnerships and a growing direct-to-consumer business.
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.
The transaction creates a financial planning platform for WestBridge, adding a substantial base of managed client assets and an expanded advisory offering.
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.
The acquisition adds a Minnesota insurance agency with offices in Eden Prairie and Faribault, 22 employees and roots dating to the 1930s.
The roughly C$2 billion deal gives Francisco Partners a payments platform that processes one in three Canadian transactions, while seller banks BMO and RBC will continue referring customers under long-term commercial agreements.
The carve-out of the German digital bank, which serves financial advisers and asset managers, allows the seller to concentrate on its core wealth management technology platform.
Adds agricultural insurance expertise and a Fresno-based team with more than 50 years of experience to Relation's national brokerage platform.
The Minneapolis-area firm oversees over $3 billion in assets across nine offices and will pursue acquisitions and expansion of its fee-based wealth management services.
The acquisitions expand Third Wave's footprint into the Gulf Coast region, adding employee benefits, commercial P&C, retirement, and wealth advisory services across Louisiana, Mississippi, and Florida.
The all-cash transaction creates the fifth largest U.S. professional services, tax and advisory provider, with combined domestic revenue exceeding $5 billion.
Adds approximately $332 million in assets under management and a fifth Alabama office to the RIA platform backed by Wealth Partners Capital Group and HGGC.
The deal adds a New York multi-family office managing $4.9 billion to Corient, the Mubadala Capital-backed wealth platform that has been actively acquiring large RIAs.
The addition brings a 40-year-old, full-service insurance agency serving commercial and personal clients across the Midwest from its base in Mequon, Wisconsin.
The London-based MGA originates and manages more than 30 specialty risk lines for 60-plus capacity providers, spanning 18 offices in 15 countries, in an exit from Preservation Capital Partners.
The acquisition supplies Kapitus with additional growth capital and strategic support to broaden access to term loans, revenue-based financing, and other products for small businesses nationwide.
The three UK businesses together support over 10 million pension members and manage more than £100 billion in credit assets.
The transaction adds a four-person team specializing in business valuation and forensic accounting to Oaktree-backed GA Group’s financial advisory platform.
The Madison, New Jersey registered investment adviser manages more than $3 billion for over 1,000 client relationships.
The Doncaster-based retirement advice firm serves roughly 20,000 mass-market clients with £2 billion in assets under advice, as Palatine Private Equity exits four years after its initial investment.
The Texas commodity risk-management technology provider serves about 700 producers, consumers, capital providers and financial counterparties.
The Richmond team adds a West End office to CIVC-backed Cary Street Partners, which now operates 22 locations and manages more than $13 billion in client assets.
The transaction provides a new platform for the pan-Baltic bank to strengthen its digital-first model as a top-three universal bank in Estonia, Latvia and Lithuania.
The Atlanta insurance brokerage platform launched with nearly $70 million in committed equity and plans to acquire independent agencies.
The Austin-based independent wealth manager brings approximately $4 billion in assets under management, 10 advisors, and an Oklahoma City presence to Caprock's multi-family office platform.