Financial Services & Fintech M&A Transactions

Fiduciary Services Group expands retirement services by acquiring Pension Investors Corporation. Learn how this strategic acquisition strengthens FSG's TPA capabilities and market reach.

Tilt enhances its global reach by acquiring Blipay, a Brazilian salary-advance lender, strengthening its position in the Latin American fintech sector.

Hogan Lovells

Hogan Lovells and Cadwalader, Wickersham & Taft unite as Hogan Lovells Cadwalader (HLC), creating a global legal leader with extensive reach and expertise.

Fintech LemFi buys Wealth8, integrating investment services for its global customer base and addressing wealth disparities in diaspora communities.

NNS Holding increases its OCI Global shareholding to over 50%, solidifying control in the chemicals and natural resources sector. Details on recent transactions and market context.

Coastal Bridge Advisors

Coastal Bridge Advisors, Waddell & Associates, and One Charles Private Wealth unite, forming a major wealth management firm with over $10 billion in assets under management.

Savant Wealth Management expands its reach by acquiring Richard Brothers Financial Advisors, adding $240.4 million in assets under management.

Bain Capital and LY Corporation propose $4.1 billion acquisition of Kakaku.com, seeking to privatize the Japanese price comparison giant. Key shareholder support secured.

Bain Capital and SoftBank's LY Corp increase offer for Kakaku.com to $4.12 billion, outbidding EQT in a heated M&A battle.

Regnology

Nordic Capital-backed Regnology acquires Fed Reporter, significantly enhancing its US regulatory technology capabilities and market reach.

Fintech LemFi buys Wealth8 to add investment capabilities to its super-app, serving immigrant communities with remittances, credit, and wealth building.

Empower Retirement secures Milliman's retirement administration unit for $340 million, expanding its reach in the competitive U.S. retirement services market.

Richmond Mutual Bancorporation

Richmond Mutual Bancorporation finalized its merger with The Farmers Bancorp, enhancing regional financial services and market presence. Learn more about this strategic combination.

ALKEME Insurance

ALKEME Insurance completed eight acquisitions in Q2 2026, enhancing its national brokerage platform across commercial, personal, Medicare, and environmental specialty insurance lines.

EQB Inc. completes acquisition of President's Choice Bank and associated insurance operations from Loblaw Companies Limited, enhancing its Canadian financial services presence.

Experity enhances its platform with Exdion Healthcare's AI-driven revenue cycle management, aiming to accelerate reimbursements and cut claim denials for urgent care providers.

Argentine fintech Cocos Capital buys Brazilian wealth manager Warren via stock swap, boosting its digital investment platform and market reach.

Argentine fintech Cocos Capital buys Warren's assets, including Renascença, to dominate the Brazilian market. Strategic stock swap deal.

Global investment firm TPG is the front-runner to acquire Lotte Rental for $1 billion, signaling a major expansion in South Korea's vehicle rental market.

Alza

Alza Asset Management and Invés unite, creating a major independent fee-based wealth advisory platform in Brazil, enhancing client services and market reach.

Arrow Financial Corporation finalizes acquisition of Adirondack Bancorp Inc., strengthening its retail and commercial banking franchise in upstate New York.

Prosperity Bancshares

Prosperity Bancshares Inc. and Stellar Bancorp have merged, forming a stronger regional bank with enhanced scale, capabilities, and market presence. Learn about the strategic consolidation.

myCIO strategically divests its advisory team to Clearstead Advisors. Explore the implications for wealth management and financial advisory services.

Safaricom, a major East African telecommunications operator, announces its strategic expansion into the South African market, seeking new growth opportunities.

Mark Zuckerberg considered buying prediction market Kalshi. Reports indicate a shift towards building a proprietary application instead.

Igloo Insurtech strengthens its Thai market presence by acquiring Eazy Digital, integrating technology and expanding distribution for insurance solutions.

Vodacom completes $2.1 billion acquisition of Kenyan government's Safaricom stake, gaining majority control and strategic influence in East Africa.

Proptech firm Crib App acquires CirclePe, adding zero-deposit rentals and operator financing. Learn how this boosts real estate financial solutions.

Perpetual rebuffs EQT's $1.7B acquisition offer, citing insufficient value and conditional terms. EQT may revise its proposal.

Perpetual

Australian asset manager Perpetual rebuffs AUD2.5B (USD1.7B) offer from EQT-backed Windflower, deeming it undervalued and too conditional. Focus remains on asset management.

BMO Financial Group strengthens Australian presence by acquiring Euroz Hartleys' capital markets operations. Strategic expansion into Asia-Pacific financial services.

Wealth Enhancement Group strategically acquires Shufro-Glass Group, enhancing its advisory services with over $760 million in client assets.

Mattioli Woods expands its Retiring Adviser programme with the acquisition of KRD Financial Advisers, enhancing its wealth management services and client reach.

Houlihan Lokey strengthens its energy advisory services by acquiring Intrepid Financial Partners, integrating key leadership and expertise.

World Insurance Associates expands its commercial insurance capabilities by acquiring Fillmore Insurance Agency, strengthening its New York market position.

Carson Group expands Colorado presence with Ted Swenson's $270M AUM practice acquisition, reinforcing its national consolidation strategy.

EP Wealth Advisors expands its reach with the acquisition of Opes Wealth Management, adding $900M in assets and strengthening its presence in Northern California.

SoFi integrates Composer's AI technology to offer automated, personalized investment strategies to its 14 million members, expanding its digital finance ecosystem.

World Insurance Associates LLC strengthens its New Jersey footprint by acquiring Clarke Insurance Inc., broadening its service portfolio for clients.

Advantage Investigations

Advantage Investigations, backed by Align Capital Partners, expands forensic services by acquiring Lange Technical Services, strengthening its claims investigation platform.