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14 Jan 2026|United States|Diversified Financials

Target: CARBON REDUCTION CAPITAL

Bidder: CANACCORD GENUITY GROUP INC

6 Service Providers

4 Target | 2 Bidder

17 Dealmakers

3 Target | 14 Bidder

n/a

Value

13 Jan 2026|United States|Diversified Financials

Target: BTIG

Bidder: US BANCORP

7 Service Providers

5 Target | 2 Bidder

30 Dealmakers

8 Target | 22 Bidder

£ 743 M

Value

13 Jan 2026|United States|Asset Managers and Custodians

Target: TOM JOHNSON INVESTMENT MANAGEMENT

Bidder: BIMINI CAPITAL MANAGEMENT INC

3 Service Providers

1 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

06 Jan 2026|United States|Asset Managers and Custodians

Target: CAPITAL INSIGHT PARTNERS LLC

Bidder: EP WEALTH ADVISORS

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

06 Jan 2026|United States|Diversified Financials

Target: MARSHALL & STEVENS

Bidder: COALESCE CAPITAL

6 Service Providers

2 Target | 4 Bidder

16 Dealmakers

1 Target | 15 Bidder

n/a

Value

06 Jan 2026|United States|Asset Managers and Custodians

Target: FAIRPORT WEALTH

Bidder: HIGHTOWER ADVISORS

1 Service Providers

4 Dealmakers

n/a

Value

22 Dec 2025|United States|Asset Managers and Custodians

Target: DENT WEALTH ADVISORS

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

18 Dec 2025|United States|Asset Managers and Custodians

Target: CRESSET ASSET MANAGEMENT LLC

Bidder: BLUE OWL CAPITAL

4 Service Providers

1 Target | 3 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

17 Dec 2025|United States|Diversified Financials

Target: DMMS PURCHASER

Bidder: MC BANCSHARES INC

9 Service Providers

5 Target | 4 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

16 Dec 2025|United States|Asset Managers and Custodians

Target: SPECTRUM WEALTH MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

16 Dec 2025|United States|Asset Managers and Custodians

Target: CRESCENT COVE

Bidder: VIRTUS INVESTMENT PARTNERS INC

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

15 Dec 2025|United States|Asset Managers and Custodians

Target: DAYMARK WEALTH PARTNERS

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

4 Target | 2 Bidder

22 Dealmakers

2 Target | 20 Bidder

n/a

Value

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