PactFi Raises $25M Series A to Modernize Private Credit Market with First Secure, End-to-End Operational Platform
Financial ServicesOther
PactFi
Mar 10, 2026
Financial Services M&A Deals
129 dealsTrack acquisitions, mergers, and investments in the financial services sector.
Tentt has tracked 129 financial services M&A deals, with 51 transactions recorded in the last 30 days. The most active sub-sectors include Wealth Management Ria (40), Insurance Brokerage (22), Payments Processing (20), Financial Services Other (16).
New York leads with 10 deals, followed by California and Pennsylvania. Strategic accounts for 74% of buyer activity in this sector, with Private Equity (27), Public Company (4) also active.
The most recent transaction tracked is "CrossCountry Mortgage: $10.80 Per Share Deal To Acquire Two Harbors Investment - Pulse 2.0."
ELGA Credit Union completed the acquisition of Marine Bank & Trust Company from Marine Bancorp of Florida, Inc..
Financial ServicesFloridaDivestiture
ELGA Credit Union→Marine Bank & Trust Company
Mar 9, 2026
Brookfield Corp. (BN) Has Announced the Acquisition of Oaktree Capital in Q4
Financial ServicesMerger
Brookfield→Oaktree Capital
Mar 9, 2026
Robinhood Ventures Fund I (RVI) Announces Pricing of Initial Public Offering
Financial ServicesCaliforniaOther
Robinhood Markets→Robinhood Ventures Fund I
Mar 6, 2026
Wealth Enhancement Announces Acquisition of Advisor Team from TFB Advisors with over $1.2 Billion in Client Assets
Financial ServicesKansasAdd-on
Wealth Enhancement→TFB Advisors advisor team
Mar 5, 2026
Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office
Financial ServicesMassachusettsMerger
Emigrant Bancorp→Fortis Management Group
Mar 4, 2026
Hilltop Bank completes acquisition of Cheyenne State Bank - Cowboy State Daily
Financial ServicesWyomingAdd-on
Hilltop Bank→Cheyenne State Bank
Mar 3, 2026
Aspen Standard Wealth Acquires $1 Billion AUM RIA BlueSky Wealth Advisors
Financial ServicesAdd-on
Aspen Standard Wealth→BlueSky Wealth Advisors
Mar 3, 2026
Chicago RIA acquires Massachusetts wealth manager in its largest acquisition to date
Financial ServicesMassachusettsAdd-on
Chicago RIA
Mar 3, 2026
Wealth Enhancement Announces Acquisition of The H Group and Affiliated Wealth Management Practice
Financial ServicesAdd-on
Wealth Enhancement→H Group
Mar 3, 2026
Charles Schwab Completes Acquisition of Forge Global
Financial ServicesOther
Charles Schwab→Forge Global
Mar 2, 2026
Ancient Financial Launches as a Strategic Asset Management and Reinsurance Holding Company, Announces Agreement to Acquire F&G Life Re Ltd.
Financial ServicesPlatform
Ancient Financial→F&G Life Re
Feb 23, 2026
Automated Financial Systems Acquired By OceanSound Partners - Pulse 2.0
Financial ServicesPennsylvaniaPlatform
OceanSound Partners→Automated Financial Systems
Feb 23, 2026
SBI in talks with Japanese lenders for acquisition financing: C S Setty - Business Standard
Financial ServicesOther
State Bank of India
Feb 20, 2026
Employers Holdings, Inc. Reports Fourth Quarter 2025 and Full-Year Financial Results; Declares Quarterly Cash Dividend of $0.32 per Share; and Announces Completion of $125 million Recapitalization Plan
Financial ServicesCaliforniaRecapitalisation
Employers Holdings
Feb 19, 2026
Automated Financial Systems, a Leading Provider of Commercial Loan Servicing Technology to the Financial Services Industry, Acquired by OceanSound Partners
Financial ServicesOther
OceanSound Partners→Automated Financial Systems
Feb 19, 2026
UHY, formed by Albany and London firm in 1980s, has grown by adding local firms
Financial ServicesNew YorkAdd-on
UHY→CMJ
Feb 19, 2026
Visa Targets Argentina Growth via Prisma and Newpay Acquisition
Financial ServicesAdd-on
Visa→Prisma and Newpay
Feb 19, 2026
Wilson Partners heads North with acquisition of Afford Bond - EIN Presswire
Financial ServicesAdd-on
Wilson Partners→Afford Bond
Feb 18, 2026
Why Grab Is Buying Stash Financial For $425 Million Enterprise Value - Pulse 2.0
Financial ServicesPlatform
Grab→Stash Financial
Feb 18, 2026