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01 Jul 2025|United States|Asset Managers and Custodians
O’brien Wealth Partners
Mercer Advisors

Target: O’BRIEN WEALTH PARTNERS

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

26 Jun 2025|United Kingdom|Asset Managers and Custodians
Investec Wealth & Investment [share Plan Software Assets]
Optio Incentives As

Target: INVESTEC WEALTH & INVESTMENT LTD [SHARE PLAN SOFTWARE ASSETS]

Bidder: OPTIO INCENTIVES AS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

26 Jun 2025|United States|Asset Managers and Custodians
Amp Wealth Management
Merit Financial Advisors

Target: AMP WEALTH MANAGEMENT

Bidder: MERIT FINANCIAL ADVISORS

1 Service Providers

1 Bidder

2 Dealmakers

2 Bidder

n/a

Value

26 Jun 2025|United States|Asset Managers and Custodians
Sunamerica Asset Management
Venerable Holdings

Target: SUNAMERICA ASSET MANAGEMENT

Bidder: VENERABLE HOLDINGS INC

9 Service Providers

5 Bidder | 4 Vendor

2 Dealmakers

1 Bidder | 1 Vendor

n/a

Value

23 Jun 2025|United States|Asset Managers and Custodians
David Wealth Management
Focus Financial Partners

Target: DAVID WEALTH MANAGEMENT

Bidder: FOCUS FINANCIAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

19 Jun 2025|Canada|Asset Managers and Custodians
Burgundy Asset Management
Bmo Financial Group (bank Of Montreal)

Target: BURGUNDY ASSET MANAGEMENT

Bidder: BMO FINANCIAL GROUP (BANK OF MONTREAL)

8 Service Providers

5 Target | 3 Bidder

10 Dealmakers

4 Target | 6 Bidder

£ 338 M

Value

17 Jun 2025|United States|Asset Managers and Custodians
Astor Investment Management
Beacon Capital Management

Target: ASTOR INVESTMENT MANAGEMENT

Bidder: BEACON CAPITAL MANAGEMENT

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

17 Jun 2025|United States|Asset Managers and Custodians
Brooklyn Investment Group
NUVEEN

Target: BROOKLYN INVESTMENT GROUP

Bidder: NUVEEN

3 Service Providers

2 Target | 1 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

09 Jun 2025|United States|Asset Managers and Custodians
Parataxis Holdings
Silverbox Capital

Target: PARATAXIS HOLDINGS LLC

Bidder: SILVERBOX CAPITAL

3 Service Providers

2 Bidder | 1 Vendor

2 Dealmakers

1 Bidder | 1 Vendor

n/a

Value

09 Jun 2025|United States|Asset Managers and Custodians
Veripax Wealth Management
Hub International

Target: VERIPAX WEALTH MANAGEMENT

Bidder: HUB INTERNATIONAL LIMITED

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

05 Jun 2025|Canada|Asset Managers and Custodians
Lorne Park Capital Partners
Sagard Private Equity Canada

Target: LORNE PARK CAPITAL PARTNERS

Bidder: SAGARD PRIVATE EQUITY CANADA

8 Service Providers

5 Target | 3 Bidder

9 Dealmakers

8 Target | 1 Bidder

£ 68 M

Value

04 Jun 2025|United States|Asset Managers and Custodians
Buffington Mohr Mcneal
Ep Wealth Advisors

Target: BUFFINGTON MOHR MCNEAL

Bidder: EP WEALTH ADVISORS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

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