M&As
Wealth Enhancement Acquires $464M Wise Wealth
Wealth Enhancement has acquired Missouri-based RIA Wise Wealth, which oversees about $464 milli...Read more
$4.8B Advisor Duo Launches Firm with Sanctuary Wealth
RIA Sanctuary Wealth has added an Atlanta-based advisory duo that oversees ...Read more
Schwab to Acquire Forge Global for $660M, Accelerating Push into Private Markets
Charles Schwab has agreed to acquire private-shares platform Forge Global Holdings, Inc. for approx...Read more
FirstSun Capital Bancorp to Acquire First Foundation Inc. in $785M All-Stock Merger
FirstSun Capital Bancorp will acquire First Foundation Inc. in a $785 million all-stock merger that...Read more
Sonida to Acquire CNL Healthcare Properties in $1.8B Senior Living Merger
Sonida Senior Living will acquire CNL Healthcare Properties (CHP), a public non-traded REIT, in a c...Read more
Rothschild Wealth Partners Acquires $300M Advisory Team
Rothschild Wealth Partners, a Chicago-based registered investment advisor and broker-dealer, has ac...Read more
Vertiv to Acquire PurgeRite for Up to $1.25B, Expanding Data Center Capabilities
Vertiv Holdings Co, a global leader in critical digital infrastructure solutions, has agreed to acq...Read more
Nicolet Bankshares to Acquire MidWestOne Financial Group in $864M All-Stock Deal
Nicolet Bankshares, Inc. has agreed to acquire MidWestOne Financial Group, Inc. and its wholly owne...Read more
AIG to Take Minority Stakes in Convex Group, Onex Corporation in $2.7B Investment
American International Group, Inc. (AIG) announced two strategic minority investments totaling appr...Read more