On June 17, 2026, MarshBerry published its Viewpoint Update report, analyzing wealth management trends thus far in 2026. The report highlighted that in May 2026, there were 40 announced transactions—with the year-to-date total being 160 transactions. The report emphasized this was an 11.1% increase over year-to-date activity as of May 2025. The report also included that for year-to-date transactions in 2026, private capital backed buyers accounted for 68.8% of transactions, the top 10 buyers represented 34.4% of total transactions, and the top three acquirers accounted for 13.8% of all announced deals.
To read the report: please click here.