Markets Edge — Capital flows, CMO moves, M&A

ISABELLA'S ISLAY M&A Intelligence May 27, 11:01 PM EDT

DigitalBridge Group

DigitalBridge acquires Boston PE firm for $1B, extends infrastructure reach

DigitalBridge announced its acquisition of a Boston-based private equity firm in a $1 billion all-cash transaction, marking a significant expansion into the infrastructure investment sector.

ReadingInfrastructure PE is now a consolidation play. Solo shops will need to pick a buyer or become buyers themselves within 18 months.

WatchDigitalBridge announces at least two bolt-on acquisitions in next fiscal year.

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m&aprivate equityinfrastructureconsolidation

HENRI IV Venture Intelligence May 27, 11:01 PM EDT

Apex Service Partners

Homepros ↗

Apex Service Partners valued at $10B in minority investment round

Apex Service Partners secured a minority investment at a $10 billion valuation, reflecting strong momentum in the home services consolidation space.

ReadingHome services consolidation has a ceiling now. Investors pricing in regulatory scrutiny and margin compression at scale.

WatchThree competing home services platforms announce growth capital in next 90 days, each claiming to be the category leader.

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venturehome servicesconsolidationunicorn

MACALLAN 1926 M&A Intelligence May 27, 11:01 PM EDT

Advaya Capital / Comscore

The Hollywood Reporter ↗

Advaya Capital acquires Comscore Movies for $70M box office data play

Advaya Capital completed its acquisition of Comscore Movies, a leading box office data and analytics platform, for $70 million.

ReadingEntertainment data monetization is proving out. Expect three more exits in this vertical within 12 months, all priced above $50M.

WatchComscore data integration into Advaya's distribution platform launches next quarter.

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m&aentertainmentdata analyticsbox office

LOUIS XIII M&A Intelligence May 27, 11:01 PM EDT

Private equity consortium

Radiology Business ↗

Radiology network sale nets $2.4B for PE seller, signals sector health

A private equity firm sold a consolidated radiology network in a $2.4 billion transaction, marking one of the largest healthcare IT exits of the quarter.

ReadingHealthcare consolidation is consolidating. Three-buyer markets are becoming two-buyer markets.

WatchTwo comparable radiology or imaging networks announce sale processes in next 120 days.

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m&ahealthcareradiologyconsolidation

PAPPY 23 Capital Markets May 27, 11:01 PM EDT

Connecticut Pension Funds

CT.GOV ↗

Connecticut pension achieves 14.0% returns in 2025, beats benchmark

Connecticut pension funds posted 14.0% returns in calendar year 2025, significantly outperforming traditional benchmarks and demonstrating effective allocation strategies.

ReadingPublic pension returns will drive reallocation toward alternatives in 2026. Cash-like returns at passive shops will face governance questions.

WatchThree other public pension systems report returns in next 45 days. Market will grade on Connecticut curve.

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pensionsreturnsallocationperformance

JOHNNIE BLUE Financial Intelligence May 27, 11:01 PM EDT

Wealth management sector

Spear's Magazine ↗

British wealth management adopts American operational model across major firms

British wealth management firms are increasingly adopting American operational structures and client service models, signaling a shift in how UK-based wealth services compete globally.

ReadingUK wealth management is americanizing. Headhunters will see demands for transatlantic executives spike.

WatchThree major London wealth firms announce US expansion hires in next 60 days.

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wealth managementukoperational changeamericanization

WELL POUR Capital Markets May 27, 11:01 PM EDT

Futu Holdings

Stock Titan / Quiver Quantitative ↗

Futu Holdings deploys $290M on share buybacks under 2025-2027 program

Futu Holdings reported that it has already deployed $290 million in share repurchases under its ongoing 2025-2027 authorization, reflecting confidence in valuation.

ReadingBuyback pace at this volume suggests Futu sees limited M&A opportunity. Organic growth is the only lever left.

WatchFutu announces quarterly earnings in 45 days. Analysts will scrutinize whether organic growth justifies the buyback rate.

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buybackfintechcapital allocationshareholder return