Every deal we've covered

Aquiline agreed to invest in Flourish, acquiring a controlling interest from MassMutual, which retains a significant stake; closing expected in Q4 2026.

F.L.Putnam acquired the six-member Red Granite investment team, which oversees more than $1 billion in assets, from an affiliate of 1251 Capital Group.

Ty J. Young Wealth Management acquired Senior Insurance Services, a Missouri insurance firm led by Eric Rudd, as a succession solution.

Allworth Financial acquired High Falls Advisors ($665 million AUM) and Holistic Financial Partners (about $282 million AUM), pushing the firm past $40 billion in assets under management.

Sequoia Financial Group acquired Colorado-based BSW Wealth Partners, which managed about $2.3 billion in client assets; terms were not disclosed.

Ignyte Insurance acquired InsureMyTrip, a Rhode Island-based travel insurance marketplace, adding a sixth travel brand to its portfolio; terms were not disclosed.

Vinci Compass closed its acquisition of Navi's Real Estate platform, adding about R$800 million in AUM including four listed Brazilian REITs.

NexTier, Inc. completed its legal merger with Riverside Bank of Dublin effective August 31, 2026, bringing NexTier Bank to approximately $3.2 billion in assets.

Wealth Enhancement acquired the investment advisory business of Virginia hybrid RIA Dickerson Jackson & Associates, which manages over $376 million in client assets.

Aon plc agreed to acquire middle-market insurance broker USI, which has about $3 billion in annual revenue, from KKR and other shareholders for a total purchase price of $17.0 billion.

Landmark Credit Union completed its acquisition of North Shore Bank's McHenry, Illinois branch, adding more than $30 million in deposits.

EQT AB completed its combination with Coller Capital, now Coller EQT, lifting EQT's total assets under management to €341 billion and adding nine secondaries strategies.

Tri-County Bancorp completed its merger with Mayville Financial Corporation, creating a Michigan community bank with roughly $734 million in total assets and 14 offices.

Carlyle-backed Hilb Group acquired an unnamed Michigan-based property and casualty insurance agency effective August 1, 2026, expanding its Midwest presence.

GECU Federal Credit Union received NCUA, FDIC and New Mexico approvals to acquire Bank of the Southwest, with legal combination set for November 1, 2026.

The SEC declared effective the Form S-4 for the proposed business combination of XRP treasury company Evernorth Holdings with SPAC Armada Acquisition Corp. II.

Piedmont Advantage Credit Union members voted to approve a merger with Truliant Federal Credit Union, with the combination set to legally close Sept. 1, 2026.

Heffernan Insurance Brokers acquired the assets of Washington-based independent agency Kristin Manwaring Insurance Associates, effective May 1, 2026.

Vanguard entered a definitive agreement to acquire Altruist, an AI-forward wealth technology and custody platform for financial advisors, which will operate as a standalone business.