Totalis Program Underwriters Acquires Home/Flood Insurance Specialist ShoreOne
Financial ServicesMassachusettsAdd-on
Totalis Program Underwriters→ShoreOne Insurance Managers
Mar 27, 2026
Financial Services M&A Deals in Massachusetts
3 dealsTracking 3 financial services M&A deals in Massachusetts. Recent activity spans Wealth Management Ria, Insurance Brokerage. Massachusetts ranks #6 of 23 states for financial services deal volume.
Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office
Financial ServicesMassachusettsMerger
Emigrant Bancorp→Fortis Management Group
Mar 4, 2026
Chicago RIA acquires Massachusetts wealth manager in its largest acquisition to date
Financial ServicesMassachusettsAdd-on
Chicago RIA
Mar 3, 2026