Arax Investment Partners (“Arax”), a national wealth management company, today announced that it has acquired Omni Financial Advisory Group (“Omni Financial”), a boutique financial advisory practice ...

Apella Wealth ("Apella"), a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Financial Connections Group, Inc. ("Financial Connections"), ...

The partnership expands NorthRock’s Personal Office model across five new Midwest locations while strengthening the firm’s ...

Sun Life Financial agreed to acquire Bell Partners for $350 million. The financial services company said at least 75% of the purchase price will be payable in stock. It said Bell Partners would become ...

TruArc Partners ("TruArc"), a private equity firm focused on middle-market investments in business services and specialty manufacturing, announced today that it has acquired Matrix Adhesives Group ...

BGO has entered into a definitive agreement to combine its business with Bell Partners. The deal is set to close in the ...

HGGC, a values-driven, partnership-focused middle-market private equity firm with over $10 billion in AUM (as of December 31, 2025), announced today that it has completed the sale of its portfolio ...

Leumi Partners and Shestovitz Properties acquired NIS 670M in Profit Finance Group, which manages NIS 100B. Founders Elberg ...

The transaction, which closed yesterday, boosts Apella’s assets under management to about $10.5 billion. In a news release today, Apella President Jim Scanlan said Financial Connections’ deep ...

From its origins in grassroots lending, CapitalSage has evolved into an integrated financial services platform. Its ecosystem now includes structured credit through CreditAssist, digital banking via ...

Q4 2025 earnings call recap: comps down, 2026 revenue guide, margin targets, JV move, and CPG growth outlook—read now.

Greystone Servicing Company LLC ('Greystone”) and C-IV Capital Partners LLC ('C-IV”) today announced that they have entered ...