Shepherd Insurance Acquires Pair of Indiana Agencies
Shepherd Insurance→Capitol Insurance Group; Cox & Kimball Insurance
May 28, 2026
FT Vest Total Return Income Fund: Series B1 has completed the acquisition of FT Vest Total Return Income Fund: Series B1, a financial services other business in Wisconsin, for $11,600,000. The fund’s Series B1 shares are being purchased through an issuer tender offer process under SEC Schedule TO, with beneficial interest securities as the target asset. The financial services M&A activity centers on returning capital and setting offer terms based on the fund’s net asset value for WI acquisitions. The other acquisition is reported as a final amendment, with six shareholders tendering shares by April 21, 2026, and a reported net asset value of $404,800 as of May 1, 2026.
Shepherd Insurance→Capitol Insurance Group; Cox & Kimball Insurance
May 28, 2026
World Insurance Associates→Lock Insurance
May 28, 2026
World Insurance Associates→Agency West Insurance
May 27, 2026
JPMorgan Chase
May 27, 2026
Xactus→Mortgage Credit Link
May 27, 2026