Investment Management Mergers & Acquisitions

Acquire.fyi monitors the latest mergers and acquisitions. Since 2025, 25 M&A deals in the Investment Management category have pushed the total transaction value to $24.8B.
M&A Deals (2026)
9
10% vs 2025 year-to-date
Total Value (2026)
$10.6B
198.4% vs 2025 year-to-date
Median Deal Size (2026)
$10.6B
608.3% vs 2025 year-to-date
Megadeals: >$500M
1
66.7% vs 2025 year-to-date

M&A Deal Volume & Value

Historical performance in the Investment Management category.

Source: Acquire.fyi, Jan 1, 2025 - Jun 4, 2026.

Top Investment Management Deals (Last 12 Months)

Largest mergers and acquisitions by disclosed deal value.

Acquirer Target Type Value Headline
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 Acquisition $8.4B Permira and Warburg Pincus-led Investor Group to acquire Clearwater Analytics in $8,400.0M 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 Rohatyn Group Rayonier Inc.'s 77% interest in Matariki Forestry Group Acquisition $710M The Rohatyn Group acquires Rayonier Inc.'s 77% interest in Matariki Forestry Group in $710.0M deal
WisdomTree, Inc. Ceres Partners, LLC Acquisition $500M WisdomTree, Inc. acquires Ceres Partners, LLC in $500.0M cash deal
SoftBank Group Corp. DigitalBridge Group, Inc. Acquisition Undisclosed DigitalBridge investors back SoftBank take-private deal
Modern Wealth Management Legacy Wealth Management Asset Purchase Undisclosed Modern Wealth Management acquires Legacy Wealth Management
Franklin Templeton 250 Digital Acquisition Undisclosed Franklin Templeton to acquire 250 Digital in benji tokens deal
Horizon Technology Finance Corporation Monroe Capital Corporation Merger Undisclosed Horizon Technology Finance Corporation to merge with Monroe Capital Corporation
Arcesium Limina Acquisition Undisclosed Arcesium acquires Limina

Latest Investment Management Articles

Page 1 of latest articles and deal coverage.