Deals & Moves: NewEdge Wealth, LPL, Osaic Poach From Rivals
In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.
Search fresh public links, source activity, and ready-to-use post angles for Deals & M&A.
Fresh curated links around Deals & M&A are collected here so marketers can spot useful updates and turn timely ideas into posts faster.
Recent items include:
Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.
In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.
Mid-market software spent the first half of 2026 leaning back from the deal table. Fintent’s M&A Propensity for the cohort sits at 0.93x and CapRaise Propensity at 0.88x, both...
The deal comes as M&A for commerce firms grow.
In addition, RedBird-backed Arax continues to grow with its seventh deal of 2026, and NorthRock Partners finds an advisor team in its home city of Minneapolis.
Also, $800 million Steven Capital acquires a CPA firm with 300 tax clients; Wealth Enhancement acquires two firms with a combined $854 million in assets; and Maridea and Janney exp...
Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs
Also, Merit acquires a $502 million Maryland-based RIA, Cressets stays on recruiting run with a $660 million advisor, and Osaic lands a former Integrity Alliance advisor
The signal comes first. The announcement comes later. Every deal below was flagged by Fintent’s M&A intent signal months — usually well over a year — before it became public. T...
The deal closed following final approval of the transaction by the European Commission, the companies said on Tuesday (August 18). Source
Also, Wealth Enhancement nears $160 billion with Illinois-based firm, Summit adds partners in Georgia and Oregon, Aspen Standards keeps acquiring, and Savvy tops $4 billion in recr...
This week, we’re tracking the quiet infrastructure shifts that will define who wins the next decade of financial services. In our Q&A, OneAM’s Ksusha McCormick makes the case f...
In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.
Highlighting two exclusives: a professional services deal close that PE Hub was first to report and a data center power engineering firm coming up for sale by Goldman Sachs; our co...
MGAs and Lloyd's brokers now account for 29% of UK deals in 2026, the highest proportion on record
If you just read the surface headlines, the merger and acquisition (M&A) market appears to be recovered. According to BCG, deal value in the first half of 2026 came in around $...
Fidelity Investments found that the total deal count dropped in the first half of 2026, but acquired assets grew to $342.9 billion as bigger players sold.
Use SocialBu to discover ideas, generate post drafts, and schedule them across your social channels.