What successful M&A looks like
The 2026 Fastest-Growing Firms rely heavily on mergers and acquisitions — and they've worked hard to develop strong playbooks.
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The 2026 Fastest-Growing Firms rely heavily on mergers and acquisitions — and they've worked hard to develop strong playbooks.
Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.
Acquisitions can make a company larger almost overnight. Making it more valuable is the harder part. The piece most companies miss is operational integration.
Mergers and acquisitions are off to a strong start in 2026. According to Kaufman Hall, there were more transactions in Q1 2026 than in any of the previous five Q1 results. That pac...
In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth e...
Advisory businesses are becoming larger enterprises with professional management teams and specialized staff, driving bigger transactions beyond just capital influx.
Mergers and acquisitions are supposed to create value. But behind the financial headlines, HR leaders are quietly battling a massive…Continue reading on Medium »
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.
Weil Gotshal & Manges is considering merger options following key partner exits, including prominent M&A lawyers moving to Cravath and Sullivan & Cromwell. The post Wei...
Acquisitions by Carr, Riggs & Ingram, Ascend, Nichols Cauley and more.
Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.
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...
By Lawrence G. McMillan We’re excited to announce that INVST has acquired McMillan, bringing together two firms built on a shared belief in disciplined investing, deep expertise, a...
Bending Spoons just announced a definitive agreement to acquire Miro at a $1.355 billion enterprise value. Five weeks ago it announced Airtable at $1.285 billion, and that one just...
Let's talk acquisitions! The WarnerMount merger is close to being in the clear, after California and 11 other states settled their antitrust lawsuit against the merger. Plus: Taboo...
MAI Capital gets a footprint in Atlanta and expands in California a few months after selling a majority ownership stake to the Carlyle Group.
Learn how Accenture and Snowflake use AI and a unified data platform to accelerate M&A due diligence, de-risk integration and drive deal value.
In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.
Crunchafi, a leader in SaaS technology for CPA firms and financial professionals, today expanded its platform with more than 150 data integrations, native Model Context Protocol (M...
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