The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. Creative has tried to build its expertise in several areas to add to its offerings through acquisitions as well. In a transaction set to be announced Tuesday, Oct.

Accountant 52

Accountant Advisory Management Financial Services 52

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Solganick & Co.

Consulting 52

Consulting IT Sale M&A 52

Solganick & Co.

DECEMBER 21, 2023

The company went after verticals it believed might be especially underserved, like healthcare, financial services, advertising, retail and entertainment — and claimed to count several Fortune 500 brands in its customer base. Buoyed by that customer acquisition momentum, Samooha raised $12.5

M&A 52

M&A Capital Private Equity Entertainment 52

The TRADE

DECEMBER 8, 2023

While these regulations may reduce cybersecurity risks across the financial services industry, the costs of implementation may be significant and some of the filing requirements may distract entities when they are dealing with cybersecurity incidents,” the firm explained.

Broker 113

Broker Asset Management Trading Funds 113

MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. Jackson played a pivotal role during the acquisition of Liquidnet by TP ICAP Group, ensuring a smooth transition during the integration process.

Trading 52

Trading Asset Management Equities Management 52

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations.

Banking 52

Banking Bank IT Management 52

Growth Business

MARCH 1, 2024

It also offers access to the private equity firm’s valuable experience of supporting companies’ expansion, both organically and through acquisitions. Bridges was attracted by the organic growth opportunity presented by the school catering market, as well as the clear scope for growth through acquisition (‘buy and build’).

Private Equity 59

Private Equity Equities Investment Business 59

Razorpay

JULY 11, 2023

They offer financial services and assistance for startup founders and entrepreneurs. This accounts are used to repay loans and finance projects, as well as enable share buybacks and business acquisitions. Escrow Account ICICI offers escrow accounts for users who need a safe way to route cash flows.

Accountant 40

Accountant Banking Bank Business 40

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40