Mergers & Acquisitions

Fulcrum Asset Management

10/25
e
e
Piper Sandler served as sell-side advisor for Fulcrum Asset Management on its strategic Investment from Fidante Partners
Sub-Type
Sell-Side
Sector
Financial Services
Sub-Sector
Asset & Wealth Management

Related Transactions

All Transactions
5
t
Cornerstone Capital Bank
Cornerstone Capital Bank has agreed to acquire Peoples Bank
Financial Advisor
$2.4 Billion
k
k
h
Amber Infrastructure Limited
La Caisee and Amber Infrastructure Group have invested in Sizewell C
Financial Advisor
r
e
Reliance First Capital, LLC
Reliance First Capital, LLC has agreed to be acquired by Carrington Holding Company, LLC
Financial Advisor
s
s
s
Tompkins Financial Corporation
Tompkins Financial has sold Tompkins Insurance Agencies to Arthur J. Gallagher & Co.
Financial Advisor
s
s
Mutual Bancorp
Mutual Bancorp has agreed to merge with Bluestone Bank
Financial Advisor
$1.5 Billion
e
3
OrganOx
OrganOx has been acquired by Terumo
Financial Advisor
$317.0 Million
a
w
Park National Corporation
Park National Corporation has agreed to acquire First Citizens National Bank
Financial Advisor
s
w
Xylem Kendall
Sterling Investment Partners has placed XKIG in a single-asset continuation vehicle
Financial Advisor
$46.1 Million
l
s
asc
Sotherly Hotels
Sotherly Hotels has agreed to be acquired by Kemmons Wilson Hospitality Partners and Ascendant Capital Partners
Financial Advisor
$566.0 Million
u
u
Potbelly Corporation
Potbelly has been acquired by RaceTrac
Financial Advisor
$864.0 Million
l
l
MidwestOne Financial Group
MidWestOne Financial Group, Inc. has agreed to merge with Nicolet Bankshares, Inc.
Financial Advisor
$170.0 Million
o
s
HBT Financial
HBT Financial has agreed to acquire CNB Bank Shares, Inc.
Financial Advisor
w
d
Bank or Montreal
Bank of Montreal has agreed to sell 138 branches to First Citizens Bank
Financial Advisor
w
r
FoxPath Capital Partners
FoxPath Capital Partners has received a strategic investment from RGA
Financial Advisor
e
e
Fulcrum Asset Management
Fulcrum Asset Management has agreed to a strategic investment from Fidante
Financial Advisor
3
d
w
Bamboo Ide8 Insurance Services
White Mountains Insurance Group has sold Bamboo Idea8 Insurance Services to CVC Capital Partners
Sole Placement Agent

© 2025 Piper Sandler Companies. Since 1895. All rights reserved.