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Kestra Financial Buys Lodi Wealth Advisors June 13, 2024 Report: Shell to Divest $1B Wind Farm Biz June 12, 2026 Big3 Basketball Merges With SPAC Graf Global June 12, 2026 Prudent Growth Purchases Scenic Square in Texas June 12, 2026 Wafra Acquires Navitas Credit for $1.9B June 12, 2026 Sleep Number Merges With Sleep Country Canada Following Chapter 11 Filing June 12, 2026 Honeywell Eyes Up to $4B in Industrial M&A June 12, 2026 Blackstone Reportedly in Deal in Talks With H&R Real Estate Investment Trust June 12, 2026 Trinity Hunt Partners-Backed Sage Surface Partners Buys International Paving Services June 12, 2026 Great Hill Partners Names Lauren Reddy as Head of People June 12, 2026 KKR Invests in Accounting and Consulting Firm Crowe June 12, 2026 Adial Pharmaceuticals Buys Azora Therapeutics June 12, 2026 Allied Industrial-Backed Liberty Waste Solutions Acquires Bill’s Trash Services June 12, 2026 Gemspring Capital-Backed AMPAM Parks Acquires Coastal Fire June 12, 2026 Data Center Power Supplier ZincFive Goes Public Through a SPAC June 11, 2026 OpenAI Acquires Ona to Expand Codex Platform June 11, 2026 Harvest Partners and A&M-Backed Med-Metrix Buys CanAide June 11, 2026 Creative Artists Agency and Integrated Media Launch Compound Creative Holdings June 11, 2026 Merck Animal Health Acquires Targan June 11, 2026 Halle Capital-Backed PassCo Makes Three Add-Ons June 11, 2026 Rox Capital Partners Acquires Interestate Threaded Products June 11, 2026 KKR Launches Helix Digital Infrastructure to Meet Growing AI Infrastructure Demand June 11, 2026 Ridgewood Infrastructure Acquires Dauntless Air June 11, 2026 OceanSound Partners Adds Ken Wolff as a Partner and Chief Legal Officer June 11, 2026 Cascadia Capital Everett Currier as Managing Director June 11, 2026 Bertram Capital-Backed Ridgeline Roofing Acquires Fremont Roofing June 11, 2026 Arcline-Backed DwyerOmega Buys Lake Shore Cryotronics June 11, 2026 Baker Tilly Acquires Anchin June 11, 2026 Premium Service Brands Acquires Wise Coatings June 11, 2026 Morgan Stanley CEO ‘Wide Awake’ to M&A Opps June 10, 2026 TDK Buys Fabric8Labs for Up to $400M to Accelerate Data Center Initiatives June 10, 2026 Warner Music Group Acquires Sureel AI June 10, 2026 Kainos Capital Acquires Super-Sod from Heartwood Partners June 10, 2026 Lewis & Clark Capital Forms AirCore Environmental June 10, 2026 Kian-Backed SPATCO Energy Solutions Makes Two Add-Ons June 10, 2026 Architect Equity Acquires Material Handling Exchange June 10, 2026 Ridgepost Capital Hires Brian McKenna as Vice President of IR June 10, 2026 Chariot Capital Group Buys Laser Clinics U.K. June 10, 2026 Platte River Partners with Tallman Equipment Company June 10, 2026 CAZ Investments Appoints Greg Grissom to Lead Sports Investing Efforts June 10, 2026 South Street Partners Purchases Crystal Springs Resort June 10, 2026 Abry Partners Invests in KaufmanIT June 10, 2026 Gemspring Capital Makes Minority Investment in Comoto June 10, 2026 Banner Capital Hires McKay Potter as Principal June 10, 2026 Nestlé Water Unit Auction Reportedly Narrows as PAI Exits Bidding June 9, 2026 OpenAI Files Confidentially for IPO June 9, 2026 Edison Partners-Backed KnowledgeLake Appoints Billy Biggs as CEO June 9, 2026 Novanta Buys Riverpoint Medical from Arlington Capital Partners June 9, 2026 CapVest-Backed Second Nature Brands to Acquire Tillamook Country Smoker June 9, 2026 PE-Backed Pye-Barker Fire & Safety Buys Fire Protection Specialists June 9, 2026 Grant Avenue’s PatientCare EMS Solutions Partners with Superior Mobile Health June 9, 2026 Man Group Holds First Close for Opportunistic Credit Fund III June 9, 2026 Barings Expands Senior Leadership Team With Brad Finkle Appointment June 9, 2026 Arlington-Backed Tyto Athene Buys Ready Support Services June 9, 2026 Wesco International Purchases Newark Engineering Group June 9, 2026 TPG Invests in Smith + Howard June 9, 2026 Achieve Partners Invests in Alchemy June 9, 2026 Clearlake Capital Completes Deal for Pathway Capital Management June 9, 2026 Estancia Capital Closes Oversubscribed Fund III at $367M June 9, 2026 EQT Appoints Gustav Segerberg as CFO June 9, 2026 Prairie Capital Advisors Promotes Wendy Gugora to CMO June 8, 2026 TSG Consumer-Backed Cadogan Tate Purchases Fully Loaded Deliveries June 8, 2026 Future Standard Closes $3B PA Secondary Fund V June 8, 2026 Inflection Point to Take Quantum Space Public in $1.B SPAC Merger June 8, 2026 United Airlines Rules Out Major Airline M&A June 8, 2026 Morgan & Morgan Reportedly Explores Minority Stake Sale June 8, 2026 Blackstone Considers $2B+ Sale of Private Fund Stakes Through Securitization June 8, 2026 Carr’s Hill Partners Acquires OMNI June 8, 2026 Bain Capital Buys Majority Stake in FDH Aero June 8, 2026 Johnson & Johnson Buys Firefly Bio for $1B June 8, 2026 Godspeed Invests in JP Donovan June 8, 2026 Hunter Point Capital Closes $4.3B Across Inaugural GP Financing Strategies June 8, 2026 Arcline Buys Continental Aerospace Technologies in $535M Deal June 8, 2026 Thoma Bravo Acquires Kneat Solutions in $467M Deal June 8, 2026 JPMorgan Reportedly Explores Potential Interest in Carlyle Global Credit June 5, 2026 BEO Investments Forms Partnership With Avanti Golf & Marina June 5, 2026 Main Capital-Backed Sensire Buys Majority Stake in Dyzle Services June 5, 2026 LMP-Backed Valor PayTech Forms Strategic Partnership with LANDI Global June 5, 2026 Mill Point Capital Purchases Total Safety Supplies & Solutions June 5, 2026 NorthCurrent Partners’ Liberty Service Partners Buys DB’s Plumbing and Drain June 5, 2026 Motive Partners Adds Ulrich Körner as Industry Partner June 5, 2026 Renovus-Backed EducationDynamics Acquires Net Natives June 5, 2026 Carson Group Acquires Jackson Wealth Management June 5, 2026 TPG Real Estate Acquires ECHO Realty in $2B Transaction June 5, 2026 HPS Becomes Majority Owner of Discovery Behavioral Health June 5, 2026 Lantern Acquires Freyda June 4, 2026 EIP Backs Guardian Infrastructure Services’ Acquisition of E2 Consulting Engineers June 4, 2026 Iron Oak Energy Solutions Purchases Signal Peak Silica June 4, 2026 White Wolf Hybrid Capital Invests in AccuCast June 4, 2026 Tiderock Companies Purchases Arcata Global June 4, 2026 Pathstone Combines with Mill Creek Capital Advisors June 4, 2026 Cloudflare Buys VoidZero June 4, 2026 Brown Brothers Harriman Adds Darrell Holley June 4, 2026 Blackstone Sells Colorado Gas-Fired Power Plants to TransAlta June 4, 2026 AE Industrial-Backed ATC Group Acquires Aero Controls June 4, 2026 Palantir Technologies Launches Fund Formation Platform with Kirkland & Ellis June 4, 2026 Halstatt Acquires Cypress Run Multifamily Community in Orlando June 4, 2026 WestView Capital Partners Makes Minority Investment in Helio Health Group June 4, 2026 Houlihan Lokey Adds Krug von Nidda to Expand GP-Led Secondaries Advisory Capabilities June 4, 2026 Brand Velocity Group Acquires RCX Sports from Raine Partners June 4, 2026 Warren Equity Partners Purchases USG Water Solutions from Turnspire June 4, 2026 Crescent Closes $10.8B Direct Lending Fund June 3, 2026 Verix Equity Partners Launches National Security-Focused PE Firm June 3, 2026 PSG Invests in Dockwa June 3, 2026 Backcast Partners Backs Guardian Fleet Services Investment June 3, 2026 Hellman & Friedman Purchases PE-Backed Hyve Group June 3, 2026 PE-Backed Waverly Advisors Buys WealthPlans and Cooley & Associates June 3, 2026 Sixth Street Invests Over $1B in Kpler June 3, 2026 Sheridan Capital Partners Invests in Tres Health June 3, 2026 CORA Group Purchases Finastra’s U.S. Mid-Market Banking Business June 3, 2026 Walter Capital Management Backs Evovest June 3, 2026 Cascadia Capital Launches Restructuring & Special Situations Practice June 3, 2026 RBC Wealth Management Adds Joshua Wright to Lead New Hampshire Branches June 3, 2026 Configure Partners Launches Private Capital Advisory Team June 3, 2026 BayPine-Backed Harbor Acquires CE Global Partners June 3, 2026 Littlejohn & Co. Purchases Milrose Consultants from Southfield Capital June 3, 2026 Revelstoke Capital Partners Launches Revelstoke Frontier June 3, 2026 MBK Partners Buys ALTEMIRA from Apollo June 3, 2026 PAI Partners Acquires Majority Stake in Arlettie June 3, 2026 Wellington Management Buys Hartford Funds from The Hartford June 3, 2026 AIP-Backed Liberty Waste Solutions Acquires M&M Garbage Disposal June 3, 2026 RFE-Backed LaunchPad Purchases Pro-Spect Inspection Services June 2, 2026 LLR Partners Invests in AxisCare June 2, 2026 Stellex-Backed RTC Aerospace Acquires Automatic Products June 2, 2026 Piper Sandler Appoints Parker and Griffin to Lead Services & Industrials Investment Banking June 2, 2026 Report: Musk’s SpaceX Targets $75B IPO at $1.75T Valuation June 2, 2026 Wingman Growth Partners Closes $215M Debut Fund June 2, 2026 Savant Wealth Management Partners with Meridian Wealth Advisors June 2, 2026 First National of Nebraska Purchases Blue Ridge Bancshares June 2, 2026 Tailwater’s Blue Tide Appoints Jason Starnes CFO and Sinan Kucuk CCO June 2, 2026 Heartwood-Backed Norlee Group Buys Ireland Electric June 2, 2026 JMI Equity Leads Investment in SewerAI June 2, 2026 CIVC Partners Invests in Nationwide Legal June 2, 2026 Reichmann Segal Capital Partners Launches Metatron Private Equity June 2, 2026 Renovus-Backed Angeion Group Appoints Bill Carter as CEO June 2, 2026 Greybull Stewardship-Backed VU Custom Acquires YR ID June 2, 2026 Arxis Buys Omnetics and MagCanica June 2, 2026 J.C. Flowers Acquires Monte Paschi Banque June 2, 2026 Castlelake Reportedly Considers Takeover of easyJet June 1, 2026 Anthropic Files Confidentially for IPO June 1, 2026 Shamrock Invests in CardsHQ and Sports Card Investor Combination June 1, 2026 Aurora’s Grace Hill Appoints Matt Cotter as CEO June 1, 2026 LongRange Reportedly in Exclusive Talks to Buy Pizza Hut from Yum June 1, 2026 Decks & Docks Buys J&W Lumber to Launch West Coast Expansion June 1, 2026 PSG Equity Invests in CHR Group June 1, 2026 Berkshire Hathaway Acquires Taylor Morrison for $6.8 Billion June 1, 2026 26North Re Buys Independent Insurance Group June 1, 2026 Post Oak Energy Capital Sells Switchgrass E&P  June 1, 2026 Prosus Reportedly Eyes Larger Stake in Delivery Hero Amid Uber Takeover Interest June 1, 2026 MAI Purchases Service Academy Capital Management June 1, 2026 Genstar-Backed ACA Group Appoints Trey Loughran as CEO June 1, 2026 May River Capital Promotes Four Investment Team Members June 1, 2026 GI Partners Invests in HES Facilities Management June 1, 2026 Oridian Launches AnchorPoint Foundations Platform June 1, 2026 Ghai Buys 44 Taco Bell Locations from Bessemer-Backed Mas Restaurant Group June 1, 2026 One Equity Partners Acquires Leviat from CRH June 1, 2026 Stephens Group’s Aptus Aero Names Maria Breton as CFO May 29, 2026 Colliers Engineering Buys Pluritec May 29, 2026 Oaktree’s GA Valuation & Advisory Services Adds Trent Turner May 29, 2026 Scotiabank Buys Maple Financial Holdings May 29, 2026 Eurazeo Invests in T1A Group May 29, 2026 CVC Purchases IFF’s Food Ingredients Business in $4.3B Carve-Out Deal May 29, 2026 CoStar Acquires Zonda From MidOcean for $800M May 29, 2026 Stonepeak Purchases Majority Stake in Estia Health from Bain Capital May 29, 2026 Eagle Merchant-Backed Puget Collision Acquires Six Fix Auto USA Locations May 29, 2026 Alpac Capital Acquires Adria News Network from United Group May 29, 2026 Ampersand Closes $1.5B AMP-26 Fund at Hard Cap May 29, 2026 DalFort Capital Partners Closes Fund II at $166M May 29, 2026 Advaya Capital Acquires Comscore Movies May 29, 2026 Church & Dwight Buys Miss Mouth’s Messy Eater Brand May 29, 2026 KKR Opens Milan Office May 28, 2026 MYR Group Buys Valley Holdings May 28, 2026 Align Capital Partners Backs Heritage Imaging May 28, 2026 Axum Invests in Plant-Based Nutrition Brand VitaHustle May 28, 2026 Revelation Partners Appoints Prashant Gangwal as Partner and CFO May 28, 2026 TSC Acquires VIP Petcare From PetIQ and Bansk Group May 28, 2026 Apollo Buys Minority Stake in Apex Service Partners May 28, 2026 Butterfield Purchases CIBC Caribbean in $1.79B Deal May 28, 2026 Fertitta Entertainment Buys Caesars Entertainment in $17.6B Deal May 28, 2026 Bregal Partners’ Juniper Landscaping Buys Hilton Head Landscapes May 28, 2026 PE-Backed Life Science Connect Appoints Tony Cannon as CFO May 28, 2026 Oridian Appoints William Westerman CEO of DDG May 28, 2026 Frazier Buys Altruix from WindRose May 28, 2026 Transom Adds Jeff Haight as Operating Partner May 28, 2026 Spark Harbor Buys Bach to Rock From Cambridge Information Group May 27, 2026 Carlyle Launches Mid-Market Aerospace, Defense and Industrials Investment Unit May 27, 2026 JPMorgan Signals Potential $20B Acquisition Opportunity May 27, 2026 EIV Capital Promotes Jason Tracton to Partner May 27, 2026 Global Clean Energy Buys AI for Natural Disasters May 27, 2026 Thoma Bravo-Backed Coupa Purchases Tonkean May 27, 2026 Ardian Appoints Mark Benedetti as Co-CEO May 27, 2026 Lovell Minnick Partners-Backed Xactus Buys Mortgage Credit Link May 27, 2026 DigitalBridge Buys ArcLight Capital Partners May 27, 2026 Shore Capital’s ONDEX Purchases The Fitch Company May 27, 2026 Fortress Investment Group Buys IPValue May 27, 2026 Straylight Capital Invests in Patron Points May 27, 2026 Trilantic-Backed Orva Appoints Former Thrasio CEO Stephanie Fox as CEO May 27, 2026 NewHold Takes Newcleo Public in $2.4B SPAC Deal May 27, 2026 Littlejohn & Co. Backs Valcourt CV With Carlyle AlpInvest May 27, 2026 Bain Capital, 11North Partners Acquire Five Open-Air Retail Centers for $300M May 27, 2026 Periscope Equity Invests in Amusement Connect May 27, 2026
Financial servicesBusiness Services
Kestra Financial Buys Lodi Wealth Advisors
June 13, 2024 | Cassidy Cavanagh |

The Lodi Wealth Advisors team currently has over $400 million in assets under management.

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