M&A
Rogo acquires AI meeting assistant Arvo
The deal folds a finance-tuned meeting transcription layer into Rogo's platform for deal teams.
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M&A
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M&A
FactSet to acquire Truvalue Labs, adds AI-driven ESG analytics
The deal pulls a credentialed ESG signals engine inside FactSet's workstation as institutional demand for sustainability data accelerates.
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M&A
Trinity Hunt sells IMS Legal Strategies to Uplift Investors after 14-deal buildout
Nine-year hold turned a single expert-witness firm into a full-stack litigation services platform before exit.
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M&A
Rogo acquires Offset to embed agents in financial workflows
The deal follows a $75M Series C from Sequoia and a subsequent $160M Series D, and folds a small agent-architecture team into a platform Rogo says reaches 25,000 finance professionals.
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M&A
Windrose acquires Zenith Access Network to deepen Greater China coverage
Life sciences strategy firm folds in a Shanghai-rooted market access shop and installs its founder as APAC head.
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