Inszone Acquires Arkansas’ Smith & Company Insurance
Financial ServicesArkansasAdd-on
Inszone→Smith & Company Insurance
May 13, 2026
Wealth Manager to Acquire Tacoma RIA Add-On
Announced
Financial ServicesWashingtonAdd-on
Deal Overview
A Tacoma-based wealth-management firm is the subject of an announced add-on acquisition by an LA wealth manager with $10 billion in assets. The article does not provide deal price or the name of the acquired firm.
The transaction is described as an add-on within wealth-management and RIA services, implying the buyer is expanding its platform through a regional acquisition in the Tacoma market.
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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