National Firm Acquires Long Island Wealth Manager - National Today
Savant Wealth Management→Heller Wealth Management
Apr 3, 2026
Track acquisitions, mergers, and investments in the financial services sector.
Tentt has tracked 711 financial services M&A deals, with 231 transactions recorded in the last 30 days. The most active sub-sectors include Banking (188), Financial Services Other (154), Insurance Brokerage (106), Payments Processing (106).
New York leads with 91 deals, followed by Florida and California. Strategic accounts for 78% of buyer activity in this sector, with Private Equity (96), Public Company (34) also active.
The most recent transaction tracked is "Share repurchase programme: Transactions of week 22 2026."
Savant Wealth Management→Heller Wealth Management
Apr 3, 2026
Kudu Investment Management→First Long Island Investors
Apr 3, 2026
LHV Group
Apr 3, 2026
PartnerOne→Mortgage Cadence
Apr 3, 2026
PSB Bank→Bank Star
Apr 3, 2026
TVS Venu Group→PGIM India Asset Management
Apr 3, 2026
Prosperity Bancshares→Stellar Bancorp
Apr 3, 2026
Business First Bancshares
Apr 2, 2026
TransUnion→RealNetworks Mobile
Apr 2, 2026
BBR ALO Fund
Apr 2, 2026
b1BANK
Apr 2, 2026
South Plains Financial→Bank of Houston
Apr 2, 2026
Stone Point Credit Income Fund
Apr 2, 2026
Wealth Enhancement→Parros Financial Group
Apr 2, 2026
Fulton Financial→Blue Foundry Bancorp
Apr 2, 2026
Western Union→Dash
Apr 2, 2026
Janus Henderson→Richard Bernstein Advisors
Apr 1, 2026
CVB Financial→Heritage Commerce
Apr 1, 2026
South Plains Financial
Apr 1, 2026
Bimini Capital Management→Tom Johnson Investment Management
Apr 1, 2026