Every deal we've covered

NFP, an Aon company, acquired Minneapolis-based risk management firm Moores Insurance Management; terms were not disclosed.

World Insurance Associates acquired the business of New Jersey insurance agency TE Freuler effective June 1, 2026; terms were not disclosed.

World Insurance Associates acquired the business of Laredo, Texas-based P&C agency Cubriel Insurance Agency; terms were not disclosed.

Atlanta-based Ty J. Young Wealth Management acquired Mesa, Arizona annuity practice Bethel Retirement Planning as part of its advisor succession platform.

Daybright Financial acquired EZTPA, LLC, a retirement plan consulting and third-party administration firm, in its 67th acquisition since 2008.

Simplicity Group acquired Des Moines-based marketing organization Whitney and Associates along with Altitude Capital Management RIA.

Arrow Financial's Upstate Agency agreed to acquire Skene Valley Agency, a Washington County, New York independent insurance agency, with closing targeted by the end of Q3 2026.

Envestnet signed a definitive agreement to acquire Vestmark, a portfolio management and trading technology provider supporting more than $2 trillion in assets.

CME Group agreed with the European Energy Exchange to transition EEX's European dairy indices and futures business to CME before the end of 2027.

First Citizens Bank completed its acquisition of 138 branches from BMO Bank N.A., assuming about $5 billion in deposits and $650 million in loans.

Webull acquired roughly 99.36% of Pi Securities, mainly from Country Group Holdings, for aggregate consideration of about $100 million, completed August 31, 2026.

Jencap Group acquired Concorde General Agency, a regional insurance wholesaler in personal, commercial and farm and ranch lines; terms undisclosed.

BPAS acquired ESOP One, an employee ownership technology platform, expanding its ESOP administration and participant engagement capabilities.

EverBank Financial Corp will merge into WaFd, Inc. in a $3.9 billion all-stock reverse merger, with the combined bank renamed EverBank Financial Corp and trading under ticker EVBK.

EQT X agreed to acquire a majority stake in specialty (re)insurance broker McGill and Partners from Warburg Pincus for USD 2.0 billion.

King Risk Partners acquired Conover Beyer Associates Insurance, a New Jersey independent agency founded in 1882, expanding its Mid-Atlantic presence.

Bank7 Corp. was named successful bidder for an approximately 71% controlling interest in Century Financial Services Corporation for $91 million, about $89 million net of a breakup credit.

Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an Alaska-based RIA managing over $345 million in client assets.

World Insurance Associates acquired the business of New Jersey-based Pellechio Family Agency on May 1, 2026; terms were not disclosed.

Qapture Investments completed the acquisition of BVI manager Flammarion Partners Ltd. and purchased Hermetik Trading Technologies' on-chain yield strategies and infrastructure.