M&A Activity

Kenworth participated in competitive RFP for large fleet electrification order (2,500 units) but lost to Tesla. Signal indicates competitive pressure in heavy-duty electric truck segment.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Kenworth in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Atlantic Street Capital acquired a majority stake in GLP, a Toronto-based HVAC equipment and components distributor founded in 1958 serving utilities, telecom, and industrial sectors.

Leadership read: Consolidation shifts the leadership question from growth to integration. For GLP in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

F2 Strategy acquired Callaway Cloud Consulting to expand its technology engineering and cloud infrastructure capabilities.

Leadership read: Consolidation shifts the leadership question from growth to integration. For F2 Strategy in Financial Services, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

NiCE acquired Cognigy (Düsseldorf-based conversational AI platform) for $955 million, announced July 2025 and closed September 2025. Cognigy's AI engine is now embedded in NiCE's CXone Mpower platform to power intelligent routing decisions across enterprise customer experience workflows.

Leadership read: Consolidation shifts the leadership question from growth to integration. For NiCE in Technology, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

United Petfood acquired a production facility from Wellness Pet Company, expanding manufacturing footprint in the United States.

Leadership read: Consolidation shifts the leadership question from growth to integration. For United Petfood in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Everforth ECS secured a $148 million three-year sole-source contract extension with the US federal government to continue managing the Secure Unclassified Network (SUNet) and was separately selected to prototype SUNet 2.0, a modernized platform incorporating cloud, zero-trust security, and AI/ML capabilities.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Everforth ECS in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Tessera obtained an option to acquire a controlling stake in RT LTA Systems, expanding into airborne surveillance for homeland security. RT operates Skystar and SkyGuard systems for border protection and ISR missions, with ~$15M backlog entering 2027.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Tessera in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Hello Patient acquired Converse Health, an AI workflow automation company for outpatient medical practices. The acquisition expands Hello Patient's capabilities from front-office patient communication to back-office administrative automation (referral processing, chart work, appointment scheduling).

Leadership read: Consolidation shifts the leadership question from growth to integration. For Hello Patient in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Rentokil Initial PLC agreed to offload its SOLitude Lake Management business and Vertex Aquatic Solutions division to Bain Capital, taking the assets private.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Rentokil Initial PLC in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Lone View Capital invested in HappyCo, a property operations software platform serving multifamily owners and operators with integrated AI (JoyAI).

Leadership read: Consolidation shifts the leadership question from growth to integration. For Lone View Capital in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

TJC completed its acquisition of Luna Innovations, a developer of fiber optic sensing, test and measurement, and photonics technologies, delisting it from the OTC Expert Market.

Leadership read: Consolidation shifts the leadership question from growth to integration. For TJC in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →

Everest Clinical Research (backed by Arlington Capital Partners) acquired the biometrics and data services business unit of Firma Clinical Research.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Arlington Capital Partners in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-09-24 · context →