Source-linked research

M&A explorer

Follow acquisitions, combinations and ownership activity across the firms in our coverage.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

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933 reviewed transactions in these results. Missing dates sort last.

Disposition · Activity not yet classified

SCM PR II, LLC

On September 16, 2026, Silver Creek announced an agreement to sell SCM PR II, LLC, the parent of its Powder River Basin business, to a Plains subsidiary for approximately $585 million in aggregate cash consideration. SCM PR II was owned by subsidiaries of Tailwater Capital, The Energy & Minerals Group and management. Closing was expected in the fourth quarter of 2026, subject to customary conditions and regulatory approvals; the aggregate price is not Tailwater’s individual proceeds.

TW-IM, LLC — Sponsor / manager

AnnouncedAnnounced: 1 source

Acquisition · Other business activity

Streamline Family Office

AlphaCore reported launching AC Streamline, a separate affiliate formed through the acquisition of Streamline Family Office. The affiliate provides non-advisory family office services.

ALPHACORE CAPITAL LLC — Acquirer

Reported acquisitionAnnounced: 1 source

Acquisition · Activity not yet classified

Immix

Graham Partners announced its acquisition of Immix, a remote video monitoring workflow solutions provider. The reviewed source does not expressly establish completion or a separate closing date.

GRAHAM PARTNERS, LLC — Participant

AnnouncedAnnounced: 1 source

Business combination · Activity not yet classified

Horizon Wealth Management Group

LPL Financial reported that Horizon Wealth Management Group joined its broker-dealer and RIA platforms.

LPL FINANCIAL LLC — Participant

Reported joinedAnnounced: 1 source

Business combination · Activity not yet classified

Northstar Financial Advisors, LLC

LPL Financial reported that Northstar Financial Advisors, LLC joined its broker-dealer and RIA platforms.

LPL FINANCIAL LLC — Participant

Reported joinedAnnounced: 1 source

Business combination · Activity not yet classified

Redstone Wealth Management Group

Wedbush reported that Redstone Wealth Management Group joined its Wealth Management division from UBS Financial Services.

WEDBUSH SECURITIES INC. — Participant

Reported joinedAnnounced: 1 source

Disposition · Activity not yet classified

SI Solutions and subsidiaries

On September 10, 2026, MidOcean Partners announced an agreement to sell SI Solutions and its subsidiaries to a Macquarie Asset Management-led consortium. Closing was expected in 2026, subject to regulatory approvals and customary conditions; completion was not confirmed.

MIDOCEAN US ADVISOR, L.P. — Sponsor / manager

AnnouncedAnnounced: 2 sources

Acquisition · Activity not yet classified

Selected businesses of Goodwin plc’s Mechanical Engineering Division

On September 9, 2026, Cerberus announced an affiliate’s agreement to acquire a substantial part of Goodwin plc’s Mechanical Engineering Division for up to approximately £1.1 billion, subject to purchase-price adjustments. The businesses include Goodwin Steel Castings, Goodwin International, Noreva, Easat Group and the Pump Division; this is not a purchase of all of Goodwin plc. Completion was expected in the first quarter of 2027, subject to regulatory approvals and customary conditions.

CERBERUS CAPITAL MANAGEMENT, L.P. — Sponsor / manager

AnnouncedAnnounced: 1 source

Acquisition · Adviser / wealth-management

Stoneshield Capital

On September 8, 2026, Franklin Templeton, through Clarion Partners, LLC, announced a definitive agreement to acquire a majority stake in Stoneshield Capital. Completion was expected in the fourth quarter of 2026, subject to customary conditions including regulatory filings. Stoneshield’s co-founders would continue leading the firm. Reported assets under management are not transaction consideration.

CLARION PARTNERS, LLC — Acquirer

AnnouncedAnnounced: 1 source

Acquisition · Activity not yet classified

VodafoneZiggo passive mobile tower business

On September 8, 2026, DigitalBridge announced an agreement for its Strategic Asset Fund, L&G’s Digital Infrastructure Fund and TD Greystone Infrastructure Fund to acquire VodafoneZiggo’s passive mobile tower business from Ziggo BV and combine it with Belgium Tower Partners. The transaction remained subject to customary closing conditions and regulatory approvals, with closing expected in early 2027. DigitalBridge Investment Management, LLC is attributed in a sponsor-manager role; the retained Form ADV identifies it as a sponsor or manager of DigitalBridge Strategic Assets Fund, LP, alongside DBP Fund Adviser, LLC.

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — Sponsor / manager

AnnouncedAnnounced: 2 sources

Acquisition · Activity not yet classified

BSW Wealth Partners

Sequoia Financial Group reported acquiring BSW Wealth Partners.

SEQUOIA FINANCIAL ADVISORS, L.L.C. — Participant

Reported acquisitionAnnounced: 1 source

Acquisition · Activity not yet classified

Nestlé Holistic Health platform

Yellow Wood Partners agreed to acquire Nestlé’s Holistic Health platform, subject to regulatory approvals, with closing expected in the first half of 2027.

YELLOW WOOD PARTNERS LLC — Participant

AnnouncedAnnounced: 1 source

Ownership stake · Activity not yet classified

First Eagle Investments

Victory Capital Holdings, Inc. announced a definitive agreement to acquire First Eagle Investments from Genstar Capital and First Eagle employees. Completion is subject to regulatory approvals, client consents and other conditions, and was expected by the end of the first quarter of 2027.

GENSTAR CAPITAL MANAGEMENT LLC — Participant

AnnouncedAnnounced: 1 source

Ownership stake · Activity not yet classified

Victory Capital Holdings, Inc.

As part of the proposed First Eagle transaction, Genstar Capital is expected to own approximately 14.6% of Victory Capital on a fully diluted, as-converted basis, with voting interest limited to 4.9%. The proposed equity issuance requires Victory shareholder approval and remains subject to transaction closing.

GENSTAR CAPITAL MANAGEMENT LLC — Participant

AnnouncedAnnounced: 1 source

Business combination · Activity not yet classified

Preferred Financial Group

LPL Financial reported that Preferred Financial Group joined its broker-dealer and RIA platforms.

LPL FINANCIAL LLC — Participant

Reported joinedAnnounced: 1 source

Business combination · Activity not yet classified

Conte Wealth Advisors, LLC

LPL Financial reported that Conte Wealth Advisors, LLC joined its broker-dealer and RIA platforms.

LPL FINANCIAL LLC — Participant

Reported joinedAnnounced: 1 source

Acquisition · Activity not yet classified

Oncourse Home Solutions

Genstar Capital announced a definitive agreement to acquire Oncourse Home Solutions from funds advised by Apax Partners LLP. Completion was expected in the fourth quarter of 2026, subject to customary approvals and closing conditions.

GENSTAR CAPITAL MANAGEMENT LLC — Participant

AnnouncedAnnounced: 1 source

Ownership stake · Activity not yet classified

Ascensus

Genstar Capital and Stone Point Capital announced a new ownership structure for Ascensus, with each investing new capital and expected to hold equal stakes. GIC will remain invested; closing is subject to customary conditions.

GENSTAR CAPITAL MANAGEMENT LLC — Participant

AnnouncedAnnounced: 1 source

Acquisition · Activity not yet classified

CheckedUp

Providence Equity Partners agreed to acquire a majority stake in CheckedUp alongside its founders and minority investor Varsity Healthcare Partners. The transaction remained subject to closing conditions and was expected to close in the third quarter of 2026.

PROVIDENCE EQUITY PARTNERS L.L.C. — Sponsor / manager

AnnouncedAnnounced: 1 source

Acquisition · Activity not yet classified

Weave Communications, Inc.

Francisco Partners announced an agreement to acquire Weave Communications at an aggregate equity valuation of approximately $650 million. Completion was expected in the fourth quarter of 2026, subject to shareholder approval, regulatory approvals and customary conditions.

FRANCISCO PARTNERS MANAGEMENT, L.P. — Sponsor / manager

AnnouncedAnnounced: 1 source

Acquisition · Activity not yet classified

Valuation Growth Advisory

Balentine reported acquiring Valuation Growth Advisory.

BALENTINE LLC — Participant

Reported acquisitionAnnounced: 2 sources

Business combination · Activity not yet classified

Madura Private Wealth Group

Janney reported that Madura Private Wealth Group joined the firm.

JANNEY MONTGOMERY SCOTT LLC — Participant

Reported joinedAnnounced: 1 source

Disposition · Activity not yet classified

EPIQ Design Solutions LLC

A Veritas Capital affiliate, through its Vantage strategy, agreed to sell EPIQ Design Solutions and its subsidiaries to TTM Technologies for $1.1 billion. The sale remained subject to regulatory conditions and was expected to close by the end of 2026.

VERITAS CAPITAL FUND MANAGEMENT, L.L.C. — Sponsor / manager

AnnouncedAnnounced: 1 source

Acquisition · Activity not yet classified

Hometrack

Providence Equity Partners announced an agreement to acquire Hometrack, a property valuation and analytics business. The transaction remained subject to regulatory approvals.

PROVIDENCE EQUITY PARTNERS L.L.C. — Sponsor / manager

AnnouncedAnnounced: 1 source

Disposition · Activity not yet classified

ATG Entertainment

Providence Equity Partners agreed to sell ATG Entertainment to MARI. The companies would remain separate until completion, subject to regulatory approvals and closing conditions.

PROVIDENCE EQUITY PARTNERS L.L.C. — Sponsor / manager

AnnouncedAnnounced: 1 source
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