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M&A-Ready Financials: Why Assurance Work Should Start Before You’re Selling

October 19, 2026 by Contributed Content

Most CEOs think about audits and reviews as something you do for a transaction — a box to check once a buyer or investor is already at the table. By then, it’s usually too late to get the full value out of the exercise. The businesses that command the smoothest diligence processes — and the … Read more

Categories Business News, Mergers & Acquisitions, Thought Leadership

Tampa Financial Firm Strikes $24.5 Million Investment Banking Deal

October 15, 2026 by Chuck Merlis
Close-up of a digital stock market trading chart with red and green candlesticks showing price movements.

The acquisition would add a profitable Boca Raton investment bank to AtlasClear’s operations.

Categories Business News, Hillsborough County, Mergers & Acquisitions, Tampa, Top Story

Clearwater Tech Giant Strikes Acquisition Deal After $21.6B Quarter

October 7, 2026 by Chuck Merlis
TD SYNNEX headquarters in Clearwater, Florida

TD SYNNEX is buying BlueStar, adding RFID, robotics and security technology to its global business.

Categories Business News, Clearwater, Mergers & Acquisitions, Pinellas County, Technology

Tampa Wealth Manager Buys $5.4 Billion Investment Platform

October 2, 2026 by Chuck Merlis
Two financial professionals review a document in an office

The deal adds more than 30 advisor teams and pushes Concurrent to $28.6 billion in managed assets.

Categories Banking & Financial Advice, Business News, Hillsborough County, Mergers & Acquisitions, Tampa, Top Story

Tampa Insurance Giant to Go Private in $7.7 Billion Michael Dell-Backed Deal

September 14, 2026 by Chuck Merlis
The Baldwin Group logo in blue with an interwoven geometric mark

Shareholders will get $32.50 per share, an 88% premium, with the deal set to close in early 2027.

Categories Business News, Downtown Tampa, Hillsborough County, Mergers & Acquisitions, Tampa, Top Story

Private Equity Firm Acquires Plant City Manufacturer

September 9, 2026 by Chuck Merlis
Aerial view of the LidWorks manufacturing facility in Plant City with loading docks and tractor-trailers.

The buyer plans to add production capacity and pursue acquisitions as the manufacturer grows.

Categories Business News, Hillsborough County, Mergers & Acquisitions, Plant City, Top Story

Two Tampa Bay Port Terminals Sold in Deal With $56.4M Property Sale

September 2, 2026 by Chuck Merlis
Kinder Morgan marine terminal at Port Sutton in Tampa with a cargo ship, crane and industrial facilities

The deal includes Port Sutton and Port Manatee terminal operations and a 92-acre Tampa property.

Categories Business News, Channelside Development & Real Estate News, Hillsborough County, Marine, Mergers & Acquisitions, Tampa, Top Story

Webull Closes $100M Acquisition of Thailand Brokerage

September 1, 2026 by Chuck Merlis
Webull executives and employees celebrate at the Nasdaq MarketSite as confetti falls.

The St. Petersburg brokerage paid $80 million in stock for its latest international expansion.

Categories Business News, Mergers & Acquisitions, Pinellas County, St. Petersburg, Top Story

Tampa Health Care Firm Acquires California AI Company

August 31, 2026 by Chuck Merlis
Health care professional reviews digital data dashboards on a laptop in a modern office.

The deal adds data and AI capabilities to Imagenet’s health care payer operations.

Categories Business News, Health Care, Hillsborough County, Mergers & Acquisitions, Tampa

Tampa-Based Real Estate Lender Acquired in $3.2 Billion Transaction

August 28, 2026 by Chuck Merlis
John Beacham and Mayor Jane Castor cut the ribbon at Toorak Capital Partners’ Tampa headquarters opening, joined by company and community leaders.

Velocity will keep the KKR-backed lender’s headquarters and management team in Tampa.

Categories Business News, Hillsborough County, Mergers & Acquisitions, Tampa, Water Street Tampa
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