Inszone Acquires Arkansas’ Smith & Company Insurance
Financial ServicesArkansasAdd-on
Inszone→Smith & Company Insurance
May 13, 2026
Chicago RIA Largest Acquisition Adds MA Wealth Manager
Announced
Financial ServicesMassachusettsAdd-on
Deal Overview
A Chicago-based RIA has announced an add-on acquisition of a Massachusetts wealth manager as its largest deal to date. The article does not disclose the target’s name, purchase price, or specific transaction structure.
The buyer is described as a Chicago RIA backed by private equity, and the transaction is positioned as a platform expansion into Massachusetts wealth management.
Key Details
- Acquirer
- Chicago RIA
Filed under
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Trucordia Acquires Assets of Richardson Insurance in Idaho
Financial ServicesIdahoAdd-on
Trucordia→Richardson Insurance
May 13, 2026
M&A wrap: Trucordia buys Richardson Insurance; Inszone acquires Smith & Company
Financial ServicesArkansasAdd-on
Inszone→Smith & Company Insurance
May 13, 2026
I/A - Kennedy Lewis Capital Co (0001911321) (Subject) — SEC SC TO Filing
Financial ServicesNew YorkGoing Private
Kennedy Lewis Capital Company
May 12, 2026
NSTS Bancorp, Inc. (0001881592) (Filer) — SEC 8-K Filing
Financial ServicesMerger
Brookfield Bancshares→NSTS Bancorp
May 12, 2026