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16 Jul 2025|Malaysia|Asset Managers and Custodians
V Capital Fund Management
Vci Global

Target: V CAPITAL FUND MANAGEMENT LIMITED

Bidder: VCI GLOBAL LIMITED

1 Service Providers

1 Bidder

1 Dealmakers

1 Bidder

n/a

Value

15 Jul 2025|United States|Asset Managers and Custodians
Levine Group
Nfp Corp

Target: LEVINE GROUP LLC

Bidder: NFP CORP

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

15 Jul 2025|United States|Asset Managers and Custodians
Hickory Asset Management
Ritter Daniher Financial Advisory

Target: HICKORY ASSET MANAGEMENT

Bidder: RITTER DANIHER FINANCIAL ADVISORY

4 Service Providers

1 Target | 3 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

14 Jul 2025|United States|Asset Managers and Custodians
Blue Investment Partners
True North Advisors

Target: BLUE INVESTMENT PARTNERS

Bidder: TRUE NORTH ADVISORS

4 Service Providers

3 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

09 Jul 2025|United States|Asset Managers and Custodians
Sky Investment Group
Aspen Standard Wealth

Target: SKY INVESTMENT GROUP

Bidder: ASPEN STANDARD WEALTH LLC

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

09 Jul 2025|United States|Asset Managers and Custodians
Tfg Advisors
Credent Wealth Management

Target: TFG ADVISORS

Bidder: CREDENT WEALTH MANAGEMENT

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

08 Jul 2025|Australia|Asset Managers and Custodians
L1 Capital
Platinum Asset Management

Target: L1 CAPITAL

Bidder: PLATINUM ASSET MANAGEMENT

6 Service Providers

4 Target | 2 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

07 Jul 2025|United States|Asset Managers and Custodians
Elmtree Funds
BLACKROCK

Target: ELMTREE FUNDS

Bidder: BLACKROCK

9 Service Providers

3 Target | 6 Bidder

17 Dealmakers

1 Target | 16 Bidder

n/a

Value

03 Jul 2025|Switzerland|Asset Managers and Custodians
ACOLIN
Broadridge Financial Solutions

Target: ACOLIN

Bidder: BROADRIDGE FINANCIAL SOLUTIONS INC

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

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

01 Jul 2025|United States|Asset Managers and Custodians
Consilium Wealth Management
Steward Partners

Target: CONSILIUM WEALTH MANAGEMENT

Bidder: STEWARD PARTNERS

2 Service Providers

2 Bidder

2 Dealmakers

2 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

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