Historical performance in the Asset Management category.
Source: Acquire.fyi, Jan 1, 2025 - Jul 20, 2026.
Largest mergers and acquisitions by disclosed deal value.
| Acquirer | Target | Type | Value | Headline |
|---|---|---|---|---|
| Equity Residential | AvalonBay Communities, Inc. | Merger | $69B | AvalonBay and Equity Residential Set Merger Leadership |
| Fifth Third Bancorp | Comerica | Acquisition | $10.7B | Fifth Third Bancorp acquires Comerica in $10,689.6M deal |
| Corebridge Financial | Equitable Holdings | Acquisition | $10.6B | Corebridge Financial to acquire Equitable Holdings in $10,623.8M deal |
| Permira and Warburg Pincus-led investor group | Clearwater Analytics | Take-private acquisition | $8.4B | Clearwater Buyout Tests Private Equity Appetite in Fintech |
| KKR | OSTTRA | Acquisition | $3.1B | KKR acquires OSTTRA in $3,100.0M deal |
| SS&C Technologies Holdings, Inc. | Calastone | Acquisition | $1B | SS&C Technologies Holdings, Inc. to acquire Calastone in $1,030.0M cash and debt deal |
| SS&C Technologies Holdings, Inc. | Calastone | Acquisition | $1B | SS&C Technologies Holdings, Inc. acquires Calastone in $1,030.0M combination of debt and cash deal |
| Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), and Global Student Accommodation (GSA) | A portfolio of eight student housing assets | Acquisition | $1B | Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), and Global Student Accommodation (GSA) acquires A portfolio of eight student housing assets in $1,000.0M deal |
| The Charles Schwab Corporation | Forge Global Holdings, Inc. | Acquisition | $660M | The Charles Schwab Corporation to acquire Forge Global Holdings, Inc. in $660.0M cash deal |
| WisdomTree, Inc. | Ceres Partners, LLC | Acquisition | $500M | WisdomTree, Inc. acquires Ceres Partners, LLC in $500.0M cash deal |
Page 1 of latest articles and deal coverage.
The deal gives Lincoln a deeper operating base in Charlotte and a larger multifamily pipeline as private real estate firms chase scale in high-growth Sun Belt markets.
The $1.3 million deal adds a 14-state field network and shows Otovo is assembling a national maintenance platform for distributed energy assets at low upfront cost.
The acquisition gives the UK alternative asset manager a US foothold and a larger platform to capture institutional demand for timberland and carbon-linked strategies.
The deal folds Anfield’s bond capabilities, ETF lineup, and outsourced CIO business into Horizon as wealth platforms race to offer advisors a broader in-house toolkit.
The $8.4 billion take-private hands Clearwater Analytics a new ownership structure as sponsors bet scale and sticky institutional clients can support a longer investment cycle.
The deal expands Scion's control over student housing operations as scale and balance sheet strength become decisive in a tighter, more institutional market.
The management slate signals how the $69 billion apartment REIT tie-up plans to balance integration discipline with a continued push into development and portfolio optimization.
The deal gives Fortress a cash-generating platform in intellectual property licensing as investors hunt for assets with legal leverage and recurring monetization potential.
The deal extends Carta from fund administration into legal and compliance, targeting a larger share of private capital firms' recurring operating spend.
The deal adds investor onboarding and fund workflow software as private capital managers push to cut friction, speed fundraising, and defend LP relationships.
The asset purchase adds niche valuation expertise in energy and infrastructure as tax advisers race to lock in sector depth and senior talent.
The buyout gives Ares a concentrated Sun Belt retail portfolio as private capital leans into neighborhood shopping centers with durable cash flow and redevelopment upside.