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12 Mar 2026|United States|Investment Banking
Eastdil Secured
Savills

Target: EASTDIL SECURED LLC

Bidder: SAVILLS PLC

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

6 Target | 1 Bidder

£ 829 M

Value

24 Feb 2026|United States|Investment Banking
The Financial Advisors
Beacon Pointe Advisors

Target: THE FINANCIAL ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

2 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

03 Feb 2026|United States|Investment Banking
Longview Asset Management
Ep Wealth Advisors

Target: LONGVIEW ASSET MANAGEMENT LLC

Bidder: EP WEALTH ADVISORS

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

03 Feb 2026|United States|Investment Banking
Financial Planning Solutions
Beacon Pointe Advisors

Target: FINANCIAL PLANNING SOLUTIONS

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

3 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

03 Feb 2026|United States|Investment Banking
Rovin Capital
Cw Advisors

Target: ROVIN CAPITAL

Bidder: CW ADVISORS

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

03 Feb 2026|United States|Investment Banking
Foris Solutions
Precision Door Tri-state

Target: FORIS SOLUTIONS

Bidder: PRECISION DOOR TRI-STATE

6 Service Providers

1 Target | 5 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

14 Jan 2026|United States|Investment Banking
Carbon Reduction Capital (crc-ib)
Canaccord Genuity Group

Target: CARBON REDUCTION CAPITAL LLC (CRC-IB)

Bidder: CANACCORD GENUITY GROUP INC

6 Service Providers

4 Target | 2 Bidder

26 Dealmakers

12 Target | 14 Bidder

n/a

Value

14 Jan 2026|India|Investment Banking
Wint Wealth
Vertex Ventures

Target: WINT WEALTH

Bidder: VERTEX VENTURES

3 Service Providers

1 Target | 2 Bidder

9 Dealmakers

1 Target | 8 Bidder

£ 20 M

Value

07 Jan 2026|United States|Investment Banking
Tm Capital Corp
Capstone Partners

Target: TM CAPITAL CORP

Bidder: CAPSTONE PARTNERS

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

4 Dealmakers

2 Target | 1 Bidder | 1 Vendor

n/a

Value

07 Jan 2026|United States|Investment Banking
Long Run Wealth Advisors
Mercer Global Advisors

Target: LONG RUN WEALTH ADVISORS LLC

Bidder: MERCER GLOBAL ADVISORS INC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

06 Jan 2026|Netherlands|Investment Banking
Kbc Securities / Van Lanschot Kempen Joint Venture
Kbc Securities

Target: KBC SECURITIES / VAN LANSCHOT KEMPEN JOINT VENTURE

Bidder: KBC SECURITIES

3 Service Providers

3 Bidder

6 Dealmakers

6 Bidder

n/a

Value

05 Jan 2026|United States|Investment Banking
Partners Risk Services
Nichols Cauley

Target: PARTNERS RISK SERVICES

Bidder: NICHOLS CAULEY

13 Service Providers

2 Target | 11 Bidder

19 Dealmakers

2 Target | 17 Bidder

n/a

Value

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