Southgate wealth management firm acquired by Atlanta company on a growth spree - Crain's Detroit Business
Financial ServicesMichiganAdd-on
Merit Financial Advisors→TL Financial Group
Feb 4, 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."
Palomar completes Gray Surety acquisition and closes $450 million credit facility - Coverager
Financial ServicesMerger
Palomar→Gray Surety
Feb 3, 2026
ISS MI Acquires Family Office Data Platform
Financial ServicesMarylandAdd-on
ISS Market Intelligence→Family Office Access
Feb 3, 2026
Patria Investments Expands U.S. Private Markets Footprint with Strategic WP Global Partners Acquisition - Serrari Group
Financial ServicesAdd-on
Patria Investments→WP Global Partners
Feb 3, 2026
RIA moves: Waverly snaps up $437M Pure Portfolios in Pacific Northwest - InvestmentNews
Financial ServicesOregonAdd-on
Waverly Advisors→Pure Portfolios
Feb 3, 2026
Arax Buys Ohio RIA Managing $1.5 Billion - AdvisorHub
Financial ServicesOhioAdd-on
Arax
Feb 3, 2026
Investors completed the €3.5 bn acquisition of life insurance platform Viridium - Beinsure
Financial ServicesPlatform
Viridium Group→Viridium Group
Feb 2, 2026
Patria Investments Announces Acquisition of WP Global Partners
Financial ServicesAdd-on
Patria Investments→WP Global Partners
Feb 2, 2026
Patria Investments Limited Announces Acquisition of WP Global Partners to Enhance U.S. Private Equity Capabilities - Quiver Quantitative
Financial ServicesAdd-on
Patria Investments→WP Global Partners
Feb 2, 2026
Apollo Commercial Real Estate Finance announces entry into definitive agreement to sell commercial real estate loan portfolio - Institutional Real Estate, Inc.
Financial ServicesDivestiture
Athene→Apollo Commercial Real Estate Finance
Jan 30, 2026
WTW completes $1.3bn acquisition of US broker Newfront - FinTech Global
Financial ServicesMerger
WTW→Newfront
Jan 29, 2026
Janus Henderson Enters Definitive Agreement to Acquire Richard Bernstein Advisors - ABF Journal
Financial ServicesPlatform
Janus Henderson→Richard Bernstein Advisors
Jan 26, 2026
CVC acquires leading US credit manager Marathon Asset Management (“Marathon”)
Financial ServicesPlatform
CVC→Marathon Asset Management
Jan 26, 2026
Janus Henderson to acquire Richard Bernstein Advisors - RankiaPro
Financial ServicesNew YorkPlatform
Janus Henderson→Richard Bernstein Advisors
Jan 26, 2026
Wayne Bank owner acquires PB Bankshares - Scranton Times-Tribune
Financial ServicesPennsylvaniaAdd-on
Norwood Financial→PB Bankshares
Jan 26, 2026
First Community Bankshares, Inc. Completes Acquisition of Hometown Bancshares, Inc.
Financial ServicesVirginiaMerger
First Community Bankshares→Hometown Bancshares
Jan 26, 2026
Janus Henderson Announces Acquisition of Richard Bernstein Advisors
Financial ServicesAdd-on
Janus Henderson→Richard Bernstein Advisors
Jan 23, 2026
EQT nabs secondaries firm Coller Capital for $3.2bn; Carlyle’s Robert Schmidt points to open IPO window following Medline listing
Financial ServicesNew YorkOther
EQT→Coller Capital
Jan 22, 2026
RIA moves: Cetera acquires $1.9B Darnall Sikes Wealth Partners - InvestmentNews
Financial ServicesAdd-on
Cetera→Darnall Sikes Wealth Partners
Jan 22, 2026
Peachtree acquires SBA lender First Western SBLC - Hotel Management
Financial ServicesGeorgiaAdd-on
Peachtree Group→First Western SBLC
Jan 22, 2026