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

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

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

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

Lenders & Private Credit

Raymond James Launches Leveraged Finance & Debt Advisory Group

The group will provide private debt placements, debt capital markets advisory, term loan B facilities and high-yield bonds.

September 22, 2026

Financial Services

Carson Group Adds Intrinsic Investors to Carson Wealth in Great Lakes

Intrinsic Investors provides financial planning and investment management services to individuals, families, trusts, retirement plans and philanthropic organizations.

September 22, 2026

Financial Services

Peakline Partners Purchases Kalon Capital

Kalon provides equipment financing to businesses across a range of industries.

September 22, 2026

Financial Services

Cornell Capital Buys Hancock Claims Consultants

Hancock Claims Consultants is a provider of outsourced claims field services to residential property and casualty insurance carriers.

September 22, 2026

Financial Services

Searchlight-Backed Investor Group Takes Priority Technology Private for $1.6B

Priority technology helps businesses collect, store, send and lend money.

September 21, 2026

Financial Services

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