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Financial Services business acquisitions

Across our public data, Financial Services has 56 publicly announced deals (latest 2026-07-28); 1 buyer whose public criteria mention this industry. The most active states are Texas (1), Virginia (1), Wisconsin (1).

Deal

Deerpath Capital exited Deerpath Capital

Financial Services · Announced 2026-07-28

PGIM acquired the remaining interest in Deerpath Capital.

Source: deerpathcapital.com/news/

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Deal

CIVC Partners added Seneca House Advisors

Financial Services · Core · <$50M EV · Announced 2026-07-21

Cary Street Partners acquired Seneca House Advisors.

Source: civc.com/companies/cary-street-partners/

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Deal

Stephens Group, LLC exited IMA Financial Group, Inc.

Financial Services · Extended · $50–300M EV · Announced 2026-05-19

Exited investment in IMA Financial Group via equity recapitalization.

Source: stephensgroup.com/news/

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Deal

Stonehaven acquired FINRA Annual Conference

Financial Services · Announced 2026-05-14

Steven Jafarzadeh spoke at the FINRA Annual Conference.

Source: stonehaven-llc.com/news

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Deal

Crestline Investors financed European Family Office

Financial Services · Announced 2026-05-13

Completed a $200 million NAV loan.

Source: crestlineinvestors.com/news-insight/

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Deal

Ballast Point Partners added Dash Solutions

Financial Services · Core · <$50M EV · Announced 2026-04-23

Regions Bank and Dash Solutions collaborate on payment operations.

Source: ballastpointpartners.com/news/

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Deal

SI Private Capital added Commonwealth Blinds & Shades

Financial Services · Core · <$50M EV · Announced 2026-03-13

Valley Lighting acquired Commonwealth Blinds & Shades, a commercial shading solutions provider.

Source: siprivatecap.com/news/

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Deal

Caymus Equity Partners added Commonwealth Blinds & Shades

Financial Services · Core · <$50M EV · Announced 2026-03

Valley Lighting acquired Commonwealth Blinds & Shades.

Source: caymusequity.com/news

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Deal

RFE Investment Partners added Foundation Group

Financial Services · Core · <$50M EV · Announced 2025-11-12

BryteBridge acquired Foundation Group, a nonprofit compliance and accounting services provider.

Source: rfeip.com/news/

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Deal

M-One Capital acquired BenefitFlow

Financial Services · Core · <$50M EV · Announced 2025-09-30

M-One Capital's emerging growth strategy provided a growth investment to BenefitFlow.

Source: m-onecapital.com/news/

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Deal

Insignia Capital acquired Tidal

Financial Services · Core · <$50M EV · Announced 2025-09-03

Recapitalization of ETF services platform.

Source: insigniacap.com/news/

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Deal

Ufenau Capital Partners acquired Alterion

Financial Services · Announced 2025-09

Polish firm providing labor, legal & tax advisory services.

Source: ucp.ch/en/portfolio/

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Deal

Comvest Credit Partners exited Aspire General Holding Company

Financial Services · Announced 2025-08-27

Provided credit financing to support growth strategy.

Source: comvest.com/news/

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Deal

CenterOak Partners acquired NOW CFO

Financial Services · Extended · $50–300M EV · Announced 2025-06-30

CenterOak Partners acquired NOW CFO.

Source: centeroakpartners.com/news/

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Deal

Ufenau Capital Partners acquired PKF WMS

Financial Services · Announced 2025-06

Ufenau VII entered a partnership with PKF WMS, a tax and advisory services provider.

Source: ucp.ch/en/news/

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Deal

CIVC Partners acquired Cary Street Partners

Financial Services · Core · <$50M EV · Richmond, VA · Announced 2025-04-14

CIVC Partners made a strategic investment in Cary Street Partners.

Source: civc.com/companies/cary-street-partners/

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Deal

Reynolda Equity Partners added Sunbelt Medical Financial

Financial Services · Core · <$50M EV · Announced 2025-03

Portfolio company acquires another company.

Source: reynoldaequity.com/news/

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Deal

Insignia Capital acquired Tidal Financial Group

Financial Services · Core · <$50M EV · Milwaukee, WI · Announced 2025-01-01

Current investment.

Source: insigniacap.com/portfolio/

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Deal

Ufenau Capital Partners acquired Asenza Global Partners

Financial Services · Announced 2025-01

Spanish provider of labor, legal and tax advisory services.

Source: ucp.ch/en/portfolio/

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Deal

Rainier Partners acquired Welfare & Pension Administration Service

Financial Services · Core · <$50M EV · Announced 2024-12-19

Rainier Partners invested in WPAS, a third-party administrator for multi-employer benefit plans.

Source: rainierpartners.com/category/portfolio-company-news/

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Deal

Housatonic Partners acquired Keeping Count

Financial Services · Announced 2024-03-22

Backed provider of outsourced accounting and bookkeeping services.

Source: housatonicpartners.com/news/

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Deal

Tecum Capital acquired CDE Services, Inc.

Financial Services · Georgia · Announced 2023-10-31

Integrated payment processing solutions and POS device services.

Source: tecum.com/portfolio-overview/

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Deal

Clarion Capital Partners, LLC acquired Ready Credit Corporation

Financial Services · Extended · $50–300M EV · Announced 2023-05-31

Completed investment in company.

Source: clarion-capital.com/news/

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Deal

Deerpath Capital exited Deerpath Capital

Financial Services · Announced 2023-05-02

PGIM agreed to acquire a majority interest in Deerpath Capital.

Source: deerpathcapital.com/news/

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Deal

Diversis Capital added DBM Atlas

Financial Services · Extended · $50–300M EV · Announced 2023-04

Research for financial services institutions on customer trends and insights.

Source: diversis.com/?post_type=diversis_portfolio

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Deal

Broadview Group Holdings acquired Millennium

Financial Services · Core · <$50M EV · Announced 2022-01-12

Broadview Group partnered with Carlson Private Capital for investment in Millennium.

Source: broadviewgroup.com/news-views/

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Deal

Clarion Capital Partners, LLC acquired OpenRoad Lending

Financial Services · Extended · $50–300M EV · Announced 2021-09-13

Announced investment in company.

Source: clarion-capital.com/news/

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Deal

Broadview Group Holdings acquired Solution Matrix, Inc.

Financial Services · Core · <$50M EV · Announced 2021-02-17

Broadview Group invested in Solution Matrix, Inc.

Source: broadviewgroup.com/news-views/

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Deal

Noro-Moseley Partners exited CVC Capital Partners

Financial Services · Announced 2021-01-01

Acquired by CVC Capital Partners.

Source: noromoseley.com/portfolio/

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Deal

Architect Equity Management LLC exited Architect Equity, LP

Financial Services · Extended · $50–300M EV · Announced 2019-10-01

Announcement of the closing of Architect Equity's inaugural fund.

Source: architectequity.com/news

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Deal

Noro-Moseley Partners exited United Community Bank

Financial Services · Announced 2018-01-01

Acquired by United Community Bank.

Source: noromoseley.com/portfolio/

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Deal

Clarion Capital Partners, LLC acquired Ametros Financial Corporation

Financial Services · Extended · $50–300M EV · Announced 2017-11-16

Portfolio company completed equity recapitalization.

Source: clarion-capital.com/news/

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Deal

Clarion Capital Partners, LLC acquired HROI

Financial Services · Extended · $50–300M EV · Announced 2016-01-05

Acquired Fortune Financial, Inc.

Source: clarion-capital.com/news/

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Deal

Clarion Capital Partners, LLC acquired HROI

Financial Services · Extended · $50–300M EV · Announced 2015-03-11

Completed investment in company.

Source: clarion-capital.com/news/

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Deal

Noro-Moseley Partners exited General Atlantic

Financial Services · Announced 2013-01-01

Acquired by General Atlantic.

Source: noromoseley.com/portfolio/

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Deal

Noro-Moseley Partners exited TCF Financial Corporation

Financial Services · Announced 2011-01-01

Acquired by TCF Financial Corporation.

Source: noromoseley.com/portfolio/

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Deal

Noro-Moseley Partners exited TA Associates

Financial Services · Announced 2011-01-01

Acquired by TA Associates.

Source: noromoseley.com/portfolio/

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Deal

Noro-Moseley Partners exited PNC Equity Partners

Financial Services · Announced 2009-01-01

Acquired by PNC Equity Partners.

Source: noromoseley.com/portfolio/

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Deal

Great Rock Capital acquired Great Rock Capital

Financial Services · Announced

Expands originations and capital markets leadership.

Source: greatrockcapital.com/news

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Deal

Alpine Investors acquired Aspen Standard Wealth

Financial Services · Core · <$50M EV · Announced

Alpine Investors announced the launch of Aspen Standard Wealth.

Source: alpineinvestors.com/resource-type/news-updates/

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Deal

ShoreView Industries acquired 8020

Financial Services · Core · <$50M EV · Announced

Financial consulting services provider in Southern California.

Source: shoreview.com/portfolio/companies/

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Deal

Lafayette Square exited RM Capital Partners

Financial Services · Extended · $50–300M EV · Announced

Provided financing to support investment in Samaha & Associates.

Source: lafayettesquare.com/press

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Deal

Vesterra Capital Partners acquired Priority Holdings, LLC (f/k/a CynergyData)

Financial Services · Extended · $50–300M EV · Announced

Past investment.

Source: vesterracap.com/portfolio/

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Deal

Heritage Point acquired Outsourced Accounting & Tax

Financial Services · Core · <$50M EV · Announced

Current investment in Outsourced Accounting & Tax.

Source: heritagepoint.com/portfolio

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Deal

Ballast Point Partners exited FSV Payment Systems

Financial Services · Core · <$50M EV · Announced

FSV Payment Systems acquired by U.S. Bank.

Source: ballastpointpartners.com/our-companies/

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Deal

Periscope Equity exited Welfare & Pension Administration Service

Financial Services · Announced

Source: periscopeequity.com/news/

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Deal

Siena Lending Group financed Siena Lending Group

Financial Services · Announced

Source: sienalending.com/

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Deal

Falfurrias Capital Partners added Advance Trading

Financial Services · Core · <$50M EV · Announced

Source: falfurrias.com/funds-and-portfolio/

Share: XLinkedIn
Deal

Comvest Credit Partners exited Comvest Credit Partners

Financial Services · Announced

Source: comvest.com/

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Deal

Tecum Capital invested in Tecum Capital

Financial Services · Announced

Source: tecum.com/

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Deal

Stellus Capital Management financed Fidus Systems

Financial Services · Core · <$50M EV · Announced

Source: stelluscapital.com/

Share: XLinkedIn
Deal

Falfurrias Capital Partners recapitalized Crosslake

Financial Services · Core · <$50M EV · Announced

Source: falfurrias.com/our-approach/

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Deal

Periscope Equity acquired Amusement Connect

Financial Services · Kansas City, Missouri · Announced

Source: periscopeequity.com/companies/

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Deal

Comvest Credit Partners financed Comvest Credit 2026-1 CLO

Financial Services · Announced

Source: comvest.com/news/

Share: XLinkedIn
Deal

LLR Partners added Artifex Financial Group

Financial Services · Announced

Source: llrpartners.com/every-day-news/

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Deal

LLR Partners recapitalized Corestream

Financial Services · Announced

Source: llrpartners.com/every-day-news/

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Buyer looking for

2M Studios is looking for accounting: bookkeeping, tax, advisory

Financial Services · Austin, TX (open to remote) · Checked on own site 2026-10-18

Two operators looking to buy a bookkeeping and tax firm and run it themselves.

Source: 2mstudios.com/

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Public data only, restated in our own words; every item links to its public source. Not an introduction, matching, or brokerage service, and not investment advice. SearcherWire is independent of, and not offered through, any broker-dealer. Nothing here is an offer to buy or sell any business or security, a solicitation of such an offer, or a recommendation, and SearcherWire makes no deal introductions. Corrections