168 financial services deals covered since Aug 26, 2026, worth $39.4B in announced deal value. Newest first, and every link is free to read.
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Ares Capital agreed to acquire MidCap Financial Investment Corporation in a stock-and-cash transaction valued at a total enterprise value of about $2.6 billion. The definitive merger agreement brings together two Nasdaq-listed business development companies.
S&P Global closed its acquisition of OpenZeppelin, an onchain security and smart contract firm, first announced in September.
CopperPoint Insurance closed its acquisition of surety and specialty insurer General Indemnity Group from Boston Omaha.
North Haven Private Income Fund agreed to absorb North Haven Private Income Fund A, both BDCs managed by an MS Capital Partners adviser.
Mesirow Fiduciary Solutions completed its acquisition of flexPATH Strategies' plan-level 3(38) retirement fiduciary business.
World Insurance Associates acquired Irving, Texas-based Zoom Insurance; terms weren't disclosed.
Pennsylvania RIA Kissling Financial, with about $220 million in client assets, joined Rothschild Financial Partners.
Amynta Group closed its purchase of Southern States Underwriters and SSC Insurance Agency, a specialty MGU serving the agribusiness market.
Sequoia Financial Group, with $36 billion in AUM, acquired Boulder-based family office Quish, which managed over $175 million; terms were undisclosed.
Anti-poverty nonprofit Harlem Children's Zone acquired Goalsetter, a financial education technology platform.
London Stock Exchange Group agreed to acquire Octus, a provider of credit intelligence, data and workflows, for $3.535 billion in cash. The sellers are funds advised by Permira and Octus management, including founder Kent Collier.
Triad Business Bank responded after M&F Bancorp adjourned its shareholder meeting to November 4 and declined to engage with Triad's competing proposal.
Vinci Compass agreed to acquire 100% of Brazil's Austral Resseguradora, which will anchor its new Vinci Permanent Capital Solutions vertical.
Cross River Bank's parent agreed to acquire New York-based branded-wallet fintech Accrue; terms were not disclosed.
Credit union DFCU Financial will acquire Sarasota-based Gulfside Bank, with $294 million in deposits; terms were not disclosed.
ISC Wholesale acquired USASIA, a 30-year California commercial insurance brokerage.
Arthur J. Gallagher acquired New Braunfels, Texas-based employee benefits agency The Mund Group; terms were not disclosed.
Westport-based Alpine Hill Advisors, managing about $110 million, joined the Claro Advisors platform.
New Private Equity made a significant minority investment in Luxembourg fund governance provider ONE group solutions.
King Risk Partners acquired Florida professional liability agencies Risk Avoidance Managers and Coastal Insurors.
Beacon Pointe Advisors acquired WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management.
Great Scott Financial Services, with about $355 million in client assets, joined Kintra Wealth.
Modern Wealth Management acquired Lodi, California-based 4thGEN Wealth Management, with about $330 million in AUM.
Shelton Capital Management entered an asset purchase agreement with SmallCap and MidCap equity adviser Essex Investment Management.
Fund administrator Formidium acquired Ci Fund Services, a Luxembourg private label fund provider, after CSSF approval.
Tradeweb Markets agreed to acquire Trumid Holdings, an electronic credit trading marketplace, for about $1.97 billion, subject to customary adjustments. The price includes a $1.75 billion component. Tradeweb facilitates more than $3 trillion in daily trading volume across asset classes.
Wealthspire's Ground Control Business Management division acquired Atlantic Swiss, a London-based private wealth manager with over $1 billion in assets.
William Blair acquired Armentum Partners, a boutique debt and alternative capital advisory firm, its second investment banking acquisition this year.
Mexico City-based Kapital agreed to acquire Y Combinator-backed AI coding-agent startup Woz in a $30 million cash-and-stock deal.
New Private Equity completed a significant minority investment in Luxembourg-based fund governance provider ONE group solutions; terms were undisclosed.
Omnichannel payments provider KORT Payments agreed to acquire 100% of AptPay, a Toronto real-time payments and orchestration firm; terms were not disclosed.
Triad confirmed it is "Party A" in M&F Bancorp's proxy and published its proposals after shareholders did not approve M&F's agreement with Optus.
Shareholders of both Colony Bankcorp and First Reliance Bancshares approved First Reliance's merger into Colony, following receipt of regulatory approvals.
Simplicity Group bought Chicago-based Zen Wealth, which will rebrand as Simplicity Tax Advisors.
EQT AB signed an agreement to acquire Stockbridge, a San Francisco-based real estate investment manager with about $16.5 billion in fee-generating assets under management. Stockbridge has about 185 professionals and 180 institutional clients. Financial terms were not disclosed.
Payward, parent of crypto exchange Kraken, agreed to acquire Lithuania-based Saldo Bank, which can passport into four other markets. The deal would upgrade Payward from its Ireland-issued e-money license and let it offer deposit interest, lending and banking-as-a-service in Europe. Terms were not disclosed.
Equity Bancshares highlighted its announced merger with Lincoln Bancorp in its third-quarter results.
Simplicity Group bought Denver advisory firm MAIA Wealth, rebranding it Simplicity Wealth Advisors: Denver.
Acorns bought Frich, whose co-founders join as co-leads of education and community.
The Hartford completed its acquisition of Equitable's Employee Benefits business, which represents about $500 million in non-medical benefits premium. The deal also includes Equitable's employee benefits technology. The Hartford says the purchase expands its products for small and midsize employers.
Payward signed a definitive agreement to acquire Saldo Finance Oy, parent of Saldo Bank, a digital bank licensed in Lithuania that passports into five European markets.
Porch Group and its reciprocal exchange agreed to acquire Allied Trust's insurance carrier and its managing general agency.
Crypto payments network Mesh acquired exchange connectivity developer Bluvo, and Bluvo's co-founders are joining Mesh.
Nebraska's Pinnacle Bancorp, with about $20.9 billion in assets, will acquire SouthStar Bank, which has about $1.1 billion in deposits, expanding into Austin and central Texas.
Nasdaq-listed TROOPS entered a conditional sale and purchase agreement to combine with EFFORCE Group, expanding into digital asset infrastructure and crypto trading.
Waverly Advisors acquired MCS Family Wealth Advisors, a Bend and Eugene, Oregon wealth manager with about $151 million in AUM.
Specialty insurer Novacore agreed to buy Diesel Insurance Solutions, a California MGU focused on cross-border trucking, physical damage and cargo coverage.
PayJoy acquired select assets of Finia AI, a fintech building AI underwriting for Mexican micro-businesses.
Apella Wealth added New York and Massachusetts-based Blue Spark Capital Advisors, expanding its Northeast presence.
Online broker AvaTrade has agreed to acquire the majority of FXCM Group's business, adding one of the longest-standing forex and CFD trading brands.
XRP treasury company Evernorth closed its business combination with Armada Acquisition Corp. II, holding about 473 million XRP and roughly $300 million in gross cash proceeds.
Online broker AvaTrade agreed to acquire the majority of FXCM Group's forex and CFD trading business; terms were not disclosed.
S-Bank, now holding about 96.79% of Oma Savings Bank after its tender offer, will start redemption proceedings for the remaining shares.
SRS Acquiom signed an agreement to acquire Pantarai, a provider of syndicated loan and private credit solutions.
Investment bank Burnham Park agreed to acquire two equity research firms and launched a SPAC business.
Wealth manager Trilogy Capital acquired Colorado RIA Mountain Capital, which oversees over $1B in client assets.
Houston-based Third Coast Bancshares agreed to acquire Great Plains National Bank's parent in a $240 million all-stock deal. Great Plains has $1.9 billion in assets, $1.7 billion in deposits and 23 branches across Oklahoma and Texas, and will operate as a division of Third Coast Bank.
Anchorage Digital bought Routable to pair stablecoin issuance and custody with payout distribution; terms were not disclosed.
Merit acquired Buffalo-area Moldenhauer & Associates, which oversees about $1.1B in client assets; terms undisclosed.
Arthur J. Gallagher's Pen Underwriting bought Wexford-based Ornella Underwriting; terms undisclosed.