Recent Investment Banking & Investment Services M&A deals
These are recent M&A deals we’ve tracked in Investment Banking & Investment Services. You can click into any transaction for full details, then build valuation comps or pipeline views directly in the Dealert platform.
In total, Dealert has recorded 222 deals in this market segment.
For continuous monitoring and email alerts on new transactions, use our M&A deal tracker or sign up to search the full database with deeper filters.
Latest verified deals in Investment Banking & Investment Services 222 deals in total
Access full databaseShowing up to 10 of the most recent transactions in this slice. Inside Dealert you can apply additional filters (size, buyer type, multiples) and export the full set into Excel.
| Target | Buyer / Investor | Industry | Deal type | Country | Year | |
|---|---|---|---|---|---|---|
| View deal | Parkworth Wealth Management | Savant Wealth Management | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | The Family Firm | Beacon Pointe Advisors | Financial Technology (Fintech) & Infrastructure | Buyout | United States of America | 2025 |
| View deal | GreensLedge Holdings LLC | Raymond James | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | Hilco Trading, LLC | ORIX Corporation USA | Financial Technology (Fintech) & Infrastructure | Other | United States of America | 2025 |
| View deal | オリックス債権回収株式会社 | リサ・パートナーズ | Financial Technology (Fintech) & Infrastructure | Other | Japan | 2025 |
| View deal | Core Control Solutions | Ipsum Group | Renewable Energy | Late-Stage VC | United Kingdom | 2025 |
| View deal | David Wealth Management, LLC | Focus Partners Wealth, LLC | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | Transform Wealth, LLC | Kovitz Investment Group Partners, LLC | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | Cary Street Partners Financial | CIVC Partners | Financial Technology (Fintech) & Infrastructure | Recapitalization | United States of America | 2025 |
| View deal | Magus Wealth | AAB Wealth | Financial Technology (Fintech) & Infrastructure | Other | United Kingdom | 2025 |
This is only a subset of the available deals. For full history, more filters, and exports, use the main search inside Dealert.
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