M&A Deal Summary |
|
|---|---|
| Date | 2025-04-14 |
| Target | R.J. O Brien & Associates |
| Sector | Financial Services |
| Buyer(s) | StoneX |
| Sellers(s) | Capital Southwest |
| Deal Type | Add-on Acquisition |
| Deal Value | 900M USD |
| Advisor(s) | Broadhaven Capital Partners (Financial) Mayer Brown (Legal) |
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| Category | Company |
|---|---|
| Founded | 1924 |
| Sector | Financial Services |
| Employees | 4,620 |
| Revenue | 99.9B USD (2024) |
StoneX is a provider of execution and advisory services in commodities, currencies, and international securities. StoneX was founded in 1924 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 19 of 22 |
| Sector: Financial Services M&A | 8 of 9 |
| Type: Add-on Acquisition M&A Deals | 12 of 15 |
| State: Illinois M&A | 4 of 4 |
| Country: United States M&A | 10 of 12 |
| Year: 2025 M&A | 1 of 4 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-09 |
JBR Recovery - Precious Metal Recovery and Refining
United Kingdom JBR Recovery's Precious Metal Recovery and Refining offers metal recovery and refining services. JBR Recovery's Precious Metal Recovery and Refining is based in United Kingdom. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-12 |
Plantureux
Paris, France Plantureux is a brokerage firm specializing in agricultural commodities across both the physical and derivatives markets. Plantureux is based in Paris. |
Buy | - |
| Category | Business Development Company |
|---|---|
| Founded | 1961 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 16 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Illinois M&A | 2 of 2 |
| Country: United States M&A | 14 of 16 |
| Year: 2025 M&A | 2 of 4 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-20 |
NinjaTrader Group
Chicago, Illinois, United States NinjaTrader Group is a provider of trading software and brokerage services to active traders. NinjaTrader Group was founded in 2003 and is based in Chicago, Illinois. |
Sell | $1.5B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-19 |
Relevant
Houston, Texas, United States Relevant is a compressed, oil-free air rental provider to end-users in refineries, petrochemicals, power generation, food and beverage, pharmaceuticals, plastics, and other industrial settings. Its fleet can address a full spectrum of pressure and flow needs for its customers, who often operate in environments in which tailored solutions for oil-free air are required. Relevant was founded in 1984 and is based in Houston, Texas. |
Sell | - |
