| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Targeted Lending
Targeted Lending provides equipment financing services offering funding options …
|
2026-04-24 | Acquisition | Complete | $140.0M | Deal → |
| 2 |
W
Wyndham Benefits
Wyndham Benefits an employee benefits agency in Ballston Spa, NY,
|
2026-04-20 | Acquisition | Pending | — | Deal → |
| 3 |
Reiser Consulting Group
Reiser Consulting Group is a employee benefits consulting firm that specialized …
|
2026-04-20 | Acquisition | Pending | — | Deal → |
| 4 |
Hudson Financial
Hudson Financial Services the independent wealth management firm.
|
2023-07-16 | Acquisition | Complete | — | Deal → |