Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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Financial Services

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Financial Services
Altamont Chases Venture Returns With PE Risk
Private equity firms are increasingly creating businesses alongside management teams instead of waiting for mature companies to come to market.
September 1, 2026
Life insurance
Financial Services
Insurance M&A Finds Room to Run Down Market
A slowdown in large insurance brokerage deals may be masking a much deeper pipeline of small-agency acquisitions.
August 25, 2026
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Financial Services
RIA Megadeals Squeeze the Middle Market
Smaller RIA owners increasingly want a larger share of the value sponsors expect to create after closing.
August 4, 2026
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Financial Services
Mergers ﹠ Acquisitions 2026 Deals of the Year: Ethos-Led Investor Group Acquired BroadStreet
During diligence, Ethos’ partners worked closely with management to map specific digital transformation opportunities.
May 4, 2026

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