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Mergers and Acquisitions

Envestnet
Mergers and Acquisitions

Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform

September 16, 2026September 14, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet agreed to acquire Vestmark in a deal that would add a portfolio-management and trading platform supporting more than $2 trillion in assets and over 5 million …

Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform Read More

Wealthcare
Mergers and Acquisitions

West Chester RIA Adds $550 Million Advisor Firm

September 16, 2026September 14, 2026 - by Timothy Alexander

WEST CHESTER, PA — Wealthcare Advisory Partners LLC added IAM Advisory and its $550 million in assets under management, expanding the $10 billion registered investment adviser while allowing the incoming …

West Chester RIA Adds $550 Million Advisor Firm Read More
iPipeline
Mergers and Acquisitions

iPipeline Expands UK Reach With Origo Acquisition

September 11, 2026September 8, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline completed its acquisition of Origo last week after securing required regulatory approvals, including clearance from the UK Competition and Markets Authority, expanding the financial technology provider’s …

iPipeline Expands UK Reach With Origo Acquisition Read More

Business News
Mergers and Acquisitions

Saothair Takes Control of Brewer, Restores NAB Name

September 10, 2026September 7, 2026 - by Timothy Alexander

WAYNE, PA — Saothair Capital Partners completed its acquisition of FIFCO USA from a Heineken NV subsidiary and restored the North American Breweries name, putting the maker of Genesee and …

Saothair Takes Control of Brewer, Restores NAB Name Read More
AMETEK
Mergers and Acquisitions

AMETEK Closes $5 Billion Indicor Instrumentation Deal

September 3, 2026September 1, 2026 - by Timothy Alexander

BERWYN, PA — AMETEK, Inc. (NYSE: AME) recently completed its $5 billion all-cash acquisition of a portfolio of instrumentation businesses from Indicor LLC, adding operations expected to contribute about $350 …

AMETEK Closes $5 Billion Indicor Instrumentation Deal Read More

Vanguard
Mergers and Acquisitions

Vanguard to Acquire Altruist, Expanding Advisor Reach

September 2, 2026August 31, 2026 - by Timothy Alexander

VALLEY FORGE, PA — Vanguard agreed to acquire wealth technology and custody platform Altruist in a deal that would deepen the asset manager’s ties to independent financial advisors and expand …

Vanguard to Acquire Altruist, Expanding Advisor Reach Read More
Inverness Graham
Mergers and Acquisitions / Private Equity

Inverness Graham Acquires Majority Stake in ShipSigma

August 4, 2026August 4, 2026 - by Timothy Alexander

WAYNE, PA — Private equity firm Inverness Graham has acquired a majority stake in ShipSigma, an artificial intelligence-powered parcel and supply chain software provider, expanding its investment portfolio in logistics …

Inverness Graham Acquires Majority Stake in ShipSigma Read More

Innovative Aerosystems
Mergers and Acquisitions

Innovative Aerosystems Buys Aydin Displays for $24.5 Million

August 2, 2026August 1, 2026 - by Timothy Alexander

EXTON, PA — Innovative Aerosystems (NASDAQ: ISSC) acquired Aydin Displays for $24.5 million in cash, expanding its defense electronics portfolio and U.S. manufacturing capacity in rugged display systems. The company …

Innovative Aerosystems Buys Aydin Displays for $24.5 Million Read More
F2 Strategy
Mergers and Acquisitions / Technology

F2 Expands Canadian Business With Intelligo Acquisition

July 26, 2026July 25, 2026 - by Timothy Alexander

WEST CHESTER, PA — F2 Strategy acquired Toronto-based Intelligo Partners, expanding its investment technology implementation business in Canada as wealth and asset managers increase spending on platform modernization. Financial terms …

F2 Expands Canadian Business With Intelligo Acquisition Read More
Balfour Beatty Communities
Mergers and Acquisitions

Balfour Beatty Expands Texas Portfolio With Houston Deal

July 26, 2026July 25, 2026 - by Timothy Alexander

MALVERN, PA — Balfour Beatty Communities acquired the 378-unit Avanti Cityside apartment complex near the Texas Medical Center, extending its Texas multifamily holdings as the company targets housing demand in …

Balfour Beatty Expands Texas Portfolio With Houston Deal Read More

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