Every deal we've covered

Cerity Partners added approximately $1.4 billion in assets under management through a merger with Cornerstone Capital, deepening its Silicon Valley wealth management presence.

Curi Capital, an RIA with over $14 billion in assets under advisement, closed a strategic investment from middle-market private investment firm The Vistria Group.

Novatae acquired the assets of Specialized Program Solutions, a New Jersey managing general agency focused on long-haul trucking insurance; terms were not disclosed.

ALKEME Insurance announced acquisitions of three agencies in Arizona, Connecticut and Kansas during the third quarter, expanding commercial, benefits and hospitality specialty capabilities.

Steward Partners brought on six advisor teams representing more than $2.2 billion in combined client assets in Q3, five of them through its M&A channel.

StoneX Group has signed a definitive agreement to acquire Integra Trading S.A.S., a coffee trader, exporter and bean processor operating a certified mill near Medellín. The purchase runs through StoneX's Switzerland-based trading entity and folds into its Supply & Trading physical commodities business. Management expects the deal to be immediately accretive, expanding direct access to high-quality Arabica and creating an integrated origin-to-market platform.

Nuveen completed its acquisition of UK-based Schroders, forming what the firms call the only manager with top-ten global positions in active equities, active fixed income and private markets. The combined business oversees $2.6 trillion in assets across institutional and wealth channels and operates in more than 40 markets, with continued backing from Nuveen parent TIAA.

Marietta, Ohio-based Peoples Bancorp agreed to acquire Rockville, Maryland's Capital Bancorp in an all-stock deal valued at $728.1 million, or $43.75 per share, with Capital holders receiving 1.11 Peoples shares each. The combination, Peoples' second deal of 2026, creates a roughly $14 billion-asset bank with $11 billion in deposits and more than 150 locations across eight states and Washington, D.C.

Wealth Enhancement agreed to buy RWA Wealth Partners, one of the largest woman-led RIAs in the US, folding its Family Office unit into the new Reserve by Wealth Enhancement offering and moving RWA Private Wealth teams onto its platform.

SiriusPoint's IMG closed its purchase of World Nomads, first announced in February 2026, expanding its travel insurance distribution across the US, UK, EU, Australia, New Zealand, Brazil and Canada.

EQT's share count rose by 80,360,882 shares as consideration issued to Coller Capital's selling shareholders, following completion of the combination announced on August 31, 2026.

Armada Acquisition Corp. II shareholders approved its business combination with Evernorth at a September 30 meeting. The transaction is expected to raise about $300 million in gross cash proceeds, including $225 million from private placements, $30 million of convertible notes and roughly $48 million of trust proceeds, with investors also contributing XRP in kind. Closing is expected October 7, with Nasdaq trading as XRPN from October 8.

Fintech firm Capitolis agreed to buy eSecLending, an independent securities lending business, for $200 million in an all-cash deal. eSecLending works with pension funds, insurers and asset managers over a 26-year history, lending securities to major global banks. The purchase is Capitolis' fourth strategic acquisition in five years and adds securities lending to its financial resource optimization platform.

Amaze Holdings entered a binding letter of intent to acquire the assets of BullionFX, including its Alchemy gold-backed DeFi platform, for stock valued at roughly $155 million.

Florida's Gulf Winds Credit Union agreed to acquire single-branch Peoples Exchange Bank, which holds $98.6 million in assets, its second bank deal in a month; approval is expected by mid-2027.

NorthRock Partners said Triumph Wealth Management has joined the firm, bringing about $350 million in assets under management, three advisors and six team members in Madison, Wisconsin.

World Insurance Associates acquired the business of Arctic Risk Specialists of Toms River, New Jersey, a commercial broker specializing in contractor and snow and ice management risks; terms undisclosed.

Peoples Bancorp will acquire Rockville, Maryland-based Capital Bancorp in an all-stock transaction valued at roughly $728.1 million, with Capital Bank merging into Peoples Bank. The combined company would hold about $14 billion in total assets, $10 billion in loans and $11 billion in deposits across more than 150 locations in eight states plus Washington, D.C. Capital brings $3.9 billion in assets and four business lines including OpenSky and Windsor Advantage.

S-Bank Plc has completed its voluntary recommended public cash tender offer for all shares in Oma Savings Bank, with 32,152,993 shares validly tendered by the September 25 deadline. The offer, announced July 9 and supported by the target's board, was supplemented four times during an offer period that began July 17. S-Bank has now commenced a subsequent offer period for remaining holders.

ODNB Financial and National Capital Bancorp received OCC approval and a Federal Reserve waiver for their merger, which remains subject to Virginia and shareholder approvals and is expected to close in Q4 2026.