| Date | Target |
Transaction Type Value: $mlns |
Acquirer | Seller | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-02 |
Backed
Financial Services Zug, Switzerland www.backed.fi Backed is a fintech startup that offers tokenised versions of real-world financial assets (such as stocks, ETFs, bonds) by issuing cryptocurrency tokens that are backed 1:1 by the underlying traditional assets. Backed was founded in 2021 and is based in Zug, Switzerland. |
Add-on Acquisition |
Kraken
|
- | ||||||
| Deal Link | ||||||||||
| 2025-12-02 |
Oanda
Financial Services New York, New York www.oanda.com Oanda is a global online retail trading platform, currency data and analytics company. Oanda's technology and institutional-grade execution across a wide range of asset classes enables clients to trade currencies, equity indices, commodities, treasuries and precious metals. Oanda was founded in 1995 and is based in New York, New York. |
Add-on Acquisition |
FTMO
|
CVC Capital Partners
|
||||||
| Deal Article Deal Link | ||||||||||
| 2025-12-02 |
Woodside Corporate Services
Financial Services London, United Kingdom www.woodsidecorporateservices.co.uk Woodside Corporate Services is a UK-based corporate and fund services firm that provides fund administration, custody/nominee services, receiving & paying agent services, and registrar/company-secretarial services especially for clients operating in alternative investments, including those using the Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS), and similar structures. Woodside Corporate Services is based in London. |
Add-on Acquisition |
Anderson Global
|
- | ||||||
| Deal Article Deal Link | ||||||||||
| 2025-12-02 |
Sterling Financial
Financial Services Pasadena, California www.sterlingfg.com Sterling Financial offer financial planning, estate planning, and investment management. Sterling Financial provided personalised investment advisory services to individuals, multi-generational families and small businesses. Sterling Financial was founded in 1998 and is based in Pasadena, California. Advisors: Shustak Reynolds & Partners P.C. , DeVoe & Company |
Add-on Acquisition |
Sequoia
|
- | ||||||
| Deal Link | ||||||||||
| 2025-12-02 |
FSA Wealth Management
Financial Services Needham, Massachusetts www.fsawm.com FSA Wealth Management is an investment-advisory firm that provides financial planning, wealth management, retirement planning, estate and charitable planning, and investment management services. FSA Wealth Management was founded in 2006 and is headquartered in Needham, Massachusetts. Advisor: Houlihan Lokey |
Add-on Acquisition |
Allworth Financial
|
- | ||||||
| Deal Link | ||||||||||
| 2025-12-02 |
Burt Wealth Advisors
Financial Services North Bethesda, Maryland www.burtwealth.com Burt Wealth Advisors is an investment-advisory firm that offers wealth management, financial planning, retirement and tax planning, education funding, estate and charitable planning, and investment management services. Burt Wealth Advisors was founded in 1985 and is based in North Bethesda, Maryland. Advisor: Gorman Jones |
Add-on Acquisition |
Creative Planning
|
- | ||||||
| Deal Link | ||||||||||
| 2025-12-01 |
Innovator Capital Management
Financial Services Wheaton, Illinois www.innovatoretfs.com Innovator Capital Management offers a suite of exchange-traded funds (ETFs) that aim to give investors “defined-outcome” exposure — that is, broad market or index exposure with structured upside caps and downside buffers over a defined outcome period. Innovator Capital Management was founded in 2017 and is based in Wheaton, Illinois. Advisors: Vedder Price , Oppenheimer & Co. |
Add-on Acquisition
|
The Goldman Sachs Group
|
- | ||||||
| Deal Article Deal Link | ||||||||||
| 2025-12-01 |
Purchasing Power
Financial Services Atlanta, Georgia www.purchasingpower.com Purchasing Power is a voluntary benefits provider for employers, whose services enable employees to purchase large ticket items such as computers, electronics, appliances, and furniture through a monthly payroll deduction. Purchasing Power was founded in 2001 and is based in Atlanta, Georgia. Advisors: Kirkland & Ellis , Barclays Investment Bank |
Divestiture |
PROG Holdings
|
Flexpoint Ford
|
||||||
| Deal Article Deal Link | ||||||||||
| 2025-12-01 |
American National Bank
Financial Services Omaha, Nebraska www.american.bank American National Bank offers commercial banking services, including lending, deposit accounts, treasury management, and wealth management solutions, primarily serving businesses and individuals. American National Bank is based in Omaha, Nebraska. Advisors: Alston & Bird , Piper Sandler & Co. |
Add-on Acquisition
|
Associated Bank
|
- | ||||||
| Deal Article Deal Link | ||||||||||
| 2025-12-01 |
BOH Holdings Inc.
Financial Services Texas www.bohbank.com
|
Add-on Acquisition
|
South Plains Financial
|
- | ||||||
| Deal Link | ||||||||||
| 2025-11-28 |
Guild Mortgage
Financial Services San Diego, California www.guildmortgage.com Guild Mortgage is a U.S. mortgage-lending company that provides home loans, refinancing, and mortgage servicing for residential borrowers. The Company offers a variety of mortgage products including conventional loans and government-backed programs (FHA, VA, USDA), down-payment assistance loans, home-equity financing, and more. Guild Mortgage was formed in 1960 and is based in San Diego, California.
|
Add-on Acquisition
|
Bayview Asset Management
|
- | ||||||
| Deal Article Deal Link | ||||||||||
| 2025-11-26 |
Home Equity Partners
Financial Services Toronto, Ontario www.theheqpartners.com Home Equity Partners is a financial solutions company that helps homeowners gain greater access to their home equity. Home Equity Partners is based in Toronto, Ontario. |
Stake Purchase |
Myriad Group
|
- | ||||||
| Deal Link | ||||||||||
| 2025-11-25 |
PostCredit
Financial Services Encino, California www.postcredit.co PostCredit is a fintech company that provides a platform for managing production finances, especially for film, TV, and commercial productions. PostCredit is based in Encino, California. |
Add-on Acquisition |
Usio
|
- | ||||||
| Deal Link | ||||||||||
| 2025-11-25 |
Alfam
Financial Services Utrecht, Netherlands www.alfam.nl Alfam provides personal loans to its clients with a national network of intermediaries through two customer-focused brands: Defam and GreenLoans. Alfam is based in Utrecht, Netherlands. |
Divestiture |
Rabobank, N.A.
|
ABN AMRO Group N.V.
|
||||||
| Deal Link | ||||||||||
| 2025-11-24 |
Catella Valuation Advisors
Financial Services Paris, France Catella Valuation Advisors is a real estate valuation and advisory firm operating in all asset types, including office, retail, industrial, residential, clinics, nursing homes (EHPAD), hospitality and leisure. Catella Valuation Advisors was founded in 2005 and is based in Paris, France. |
Divestiture |
Newmark
|
Catella
|
||||||
| Deal Link | ||||||||||
| 2025-11-21 |
Blueprint Wealth Advisors
Financial Services Chicago, Illinois www.myblueprint4wealth.com Blueprint Wealth Advisors provides fiduciary financial planning and wealth management services for individuals, families, and business-owner clients. Blueprint Wealth Advisors is based in Chicago, Illinois. |
Add-on Acquisition |
Merit Financial Advisors
|
- | ||||||
| Deal Link | ||||||||||
| Avg |
$1,046
14.8x EBITDA 4.5x REVENUE |
|||||||||
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