Financial services EP Wealth Advisors Partners With Thompson Wealth ManagementThe deal brings more than $300 million in AUM to EP Wealth and expands its presence in Arizona. February 26, 2026
Financial services CAPTRUST Financial Advisors Adds Suncoast Prosperity AdvisorsThe deal expands CAPTRUST’s footprint in Florida with a second office in Tampa and adds new locations in Sanibel, Florida and Highlands, N.C. February 25, 2026
Real Estate Federated Hermes Buys 80 Percent Stake in FCPFCP Fund Manager is a privately held real estate investment manager headquartered in Chevy Chase, Md. October 24, 2025
Financial services Desjardins Group Takes Guardian Capital Private for $1.2BThe deal strengthens Desjardins' Canadian presence while expanding globally. August 29, 2025
Financial services Genstar Capital Takes Majority Stake in First Eagle InvestmentsFirst Eagle is an independent investment manager with $161 billion in AUM across equity, fixed income, alternative credit and multi-asset strategies. August 18, 2025