M&A Deal Summary |
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|---|---|
| Date | 2025-06-17 |
| Target | CW Advisors |
| Sector | Financial Services |
| Buyer(s) | Osaic |
| Sellers(s) | Audax Private Equity |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Ardea Partners Houlihan Lokey (Financial) Winston & Strawn (Legal) |
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Osaic provides comprehensive broker-dealer services, technology, and advisory programs through its four registered broker-dealers and Registered Investment Advisors. Osaic was founded in 1999 and is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 7 |
| Sector: Financial Services M&A | 5 of 6 |
| Type: Add-on Acquisition M&A Deals | 4 of 5 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 6 of 7 |
| Year: 2025 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-11 |
Nova Wealth
Amherst, New York, United States Nova Wealth is an independent wealth manager. Nova Wealth was founded in 2023 and is based in Amherst, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-05 |
Bowman Financial Solutions
Statesville, North Carolina, United States Bowman Financial Solutions is providing financial services, helping individuals and families define, pursue, and achieve long-term and short-term goals. Bowman Financial Solutions is based in Statesville, North Carolina. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 19.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Audax Private Equity is a private equity firm focused on acquiring control positions in a variety of mid to large North American headquartered companies. The Firm segments its activities into lower middle-market and larger scale investing. Within its larger group, Audax targets profitable businesses valued up to $800 million and within its lower middle-market group, the Firm seeks companies valued up to $125 million. Sectors of interest include business services, consumer products/services, financial services, healthcare services, industrial services, software, and technology. Audax has a special interest in businesses that can benefit from a buy and build investment strategy for growth. Audax Private Equity was formed in 1999 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 106 of 109 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 36 of 36 |
| State: Massachusetts M&A | 9 of 9 |
| Country: United States M&A | 101 of 103 |
| Year: 2025 M&A | 3 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-02 |
Stout
Chicago, Illinois, United States Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations. Stout is based in Chicago, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-18 |
Thermogenics
Aurora, Ontario, Canada Thermogenics is a manufacturer of coil-tube steam and hot-water boilers and related equipment used in industrial, commercial, and institutional applications in the North American market. Thermogenics was founded in 1975 and is based in Aurora, Ontario. |
Sell | - |
