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09 Dec 2025|United States|Asset Managers and Custodians
Marshall Financial Group
Creative Planning

Target: MARSHALL FINANCIAL GROUP

Bidder: CREATIVE PLANNING INC

4 Service Providers

3 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

08 Dec 2025|United States|Diversified Financials
Mountain Commerce
Home Bancshares

Target: MOUNTAIN COMMERCE

Bidder: HOME BANCSHARES

7 Service Providers

3 Target | 4 Bidder

3 Dealmakers

1 Target | 2 Bidder

£ 112 M

Value

08 Dec 2025|United States|Asset Managers and Custodians
Olv Investment Group
Procyon Partners

Target: OLV INVESTMENT GROUP

Bidder: PROCYON PARTNERS

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

08 Dec 2025|United States|Asset Managers and Custodians
Hildene Capital Management
Jefferies Financial Group

Target: HILDENE CAPITAL MANAGEMENT

Bidder: JEFFERIES FINANCIAL GROUP INC

6 Service Providers

3 Target | 3 Bidder

32 Dealmakers

21 Target | 11 Bidder

n/a

Value

08 Dec 2025|United States|Asset Managers and Custodians
Symmetry Energy Solutions
Nextera Energy Resources

Target: SYMMETRY ENERGY SOLUTIONS

Bidder: NEXTERA ENERGY RESOURCES

3 Service Providers

1 Target | 1 Bidder | 1 Vendor

3 Dealmakers

1 Target | 1 Bidder | 1 Vendor

n/a

Value

05 Dec 2025|United States|Asset Managers and Custodians
Lowe Wealth Advisors
Mai Capital Management

Target: LOWE WEALTH ADVISORS

Bidder: MAI CAPITAL MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

04 Dec 2025|United States|Asset Managers and Custodians
Motley Fool Wealth Management
Apollon Wealth Management

Target: MOTLEY FOOL WEALTH MANAGEMENT LLC

Bidder: APOLLON WEALTH MANAGEMENT

4 Service Providers

3 Target | 1 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

02 Dec 2025|United States|Asset Managers and Custodians
Burt Wealth Advisors
Creative Planning

Target: BURT WEALTH ADVISORS

Bidder: CREATIVE PLANNING INC

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

02 Dec 2025|United States|Asset Managers and Custodians
Fsa Wealth Management
Allworth Financial

Target: FSA WEALTH MANAGEMENT LLC

Bidder: ALLWORTH FINANCIAL LP

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

01 Dec 2025|United States|Diversified Financials
Innovator Capital Management
Goldman Sachs

Target: INNOVATOR CAPITAL MANAGEMENT

Bidder: GOLDMAN SACHS INC

7 Service Providers

3 Target | 4 Bidder

32 Dealmakers

4 Target | 28 Bidder

£ 1.51 B

Value

25 Nov 2025|United States|Diversified Financials
Miax Derivatives Exchange
ROBINHOOD

Target: MIAX DERIVATIVES EXCHANGE

Bidder: ROBINHOOD

2 Service Providers

1 Bidder | 1 Vendor

5 Dealmakers

3 Bidder | 2 Vendor

n/a

Value

20 Nov 2025|United States|Asset Managers and Custodians
Grandview Partners
Kestra Financial

Target: GRANDVIEW PARTNERS

Bidder: KESTRA FINANCIAL INC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

6 Target | 1 Bidder

n/a

Value

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