MergerLinks Header Logo

Submit Deal

Submit Deal

Deals532

Dealmakers

Service Providers

Funds

Corporates

FILTER

10 Feb 2026|United States|Asset Managers and Custodians
Mio Partners
Neuberger Berman Group

Target: MIO PARTNERS INC

Bidder: NEUBERGER BERMAN GROUP LLC

7 Service Providers

1 Target | 2 Bidder | 4 Vendor

47 Dealmakers

2 Target | 8 Bidder | 37 Vendor

n/a

Value

10 Feb 2026|United States|Asset Managers and Custodians
Rightpath Investments & Financial Planning
Mission Wealth Management

Target: RIGHTPATH INVESTMENTS & FINANCIAL PLANNING INC

Bidder: MISSION WEALTH MANAGEMENT LP

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

10 Feb 2026|United States|Asset Managers and Custodians
Shp Financial
Bluespring Wealth Partners

Target: SHP FINANCIAL

Bidder: BLUESPRING WEALTH PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

04 Feb 2026|United States|Asset Managers and Custodians
Meritage Portfolio Management
Captrust Financial Advisors

Target: MERITAGE PORTFOLIO MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

03 Feb 2026|United States|Asset Managers and Custodians
Pure Portfolios
Waverly Advisors

Target: PURE PORTFOLIOS

Bidder: WAVERLY ADVISORS LLC

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

02 Feb 2026|Germany|Asset Managers and Custodians
Solit Group
Bullion International Group

Target: SOLIT GROUP AG

Bidder: BULLION INTERNATIONAL GROUP

4 Service Providers

3 Target | 1 Bidder

19 Dealmakers

18 Target | 1 Bidder

n/a

Value

31 Jan 2026|United States|Asset Managers and Custodians
The Clarius Group
Clearstead Advisors

Target: THE CLARIUS GROUP LLC

Bidder: CLEARSTEAD ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

30 Jan 2026|Ireland|Asset Managers and Custodians
Carne Group
Permira Advisers

Target: CARNE GROUP

Bidder: PERMIRA ADVISERS LLP

18 Service Providers

7 Target | 10 Bidder | 1 Vendor

13 Dealmakers

4 Target | 8 Bidder | 1 Vendor

n/a

Value

28 Jan 2026|United States|Asset Managers and Custodians
Coghill Investment Strategies
Bluespring Wealth Partners

Target: COGHILL INVESTMENT STRATEGIES

Bidder: BLUESPRING WEALTH PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

23 Jan 2026|Singapore|Asset Managers and Custodians
Finergic Solutions Pte
Hcl Technologies (hcltech)

Target: FINERGIC SOLUTIONS PTE LTD

Bidder: HCL TECHNOLOGIES LTD (HCLTECH)

2 Service Providers

1 Target | 1 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

23 Jan 2026|United States|Asset Managers and Custodians
Richard Bernstein Advisors
Janus Henderson Investors

Target: RICHARD BERNSTEIN ADVISORS LLC

Bidder: JANUS HENDERSON INVESTORS

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

22 Jan 2026|Malaysia|Asset Managers and Custodians
Sri Han Suria Sdn
Prudential

Target: SRI HAN SURIA SDN

Bidder: PRUDENTIAL PLC

1 Service Providers

1 Bidder

1 Dealmakers

1 Bidder

£ 279 M

Value

Privacy PolicyTerms of ServiceContact UsCookie Preferences

All rights reserved. Copyright © 2026 Datasite