Financial Services

This year’s robust dealmaking around AI and data centers is fueling demand for ‘engine room’ bankers.

October 1, 2026

Private equity firms are increasingly creating businesses alongside management teams instead of waiting for mature companies to come to market.

September 1, 2026

A slowdown in large insurance brokerage deals may be masking a much deeper pipeline of small-agency acquisitions.

August 25, 2026

Smaller RIA owners increasingly want a larger share of the value sponsors expect to create after closing.

August 4, 2026

Beere&Purves provides employee benefits services and support to benefits brokers across the state.

October 1, 2026

Spire Investment Partners is a McLean, Va.-based wealth management platform serving independent financial professionals nationwide.

October 1, 2026

The transaction will bring HTSW’s total assets under management to more than $40 billion.

September 30, 2026

The acquisition expands Waverly’s presence in Virginia.

September 30, 2026

The Richardson, Texas-based firm’s affiliated financial professionals oversee approximately $550 million in client assets.

September 29, 2026

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