North American Wealth Deals Rise to 213 in H1 as Value Falls to $6 Billion
Updated
Updated · InvestmentNews · Jul 7
North American Wealth Deals Rise to 213 in H1 as Value Falls to $6 Billion
3 articles · Updated · InvestmentNews · Jul 7
Summary
213 wealth and asset management transactions closed in North America in H1 2026, up from 177 a year earlier, even as total deal value dropped to $6.0 billion from $8.3 billion.
8 fewer $1 billion-plus deals across North American financial services drove much of the value decline: overall regional M&A rose 8% to 546 deals, while disclosed value fell to $48.5 billion from $91.8 billion.
146 banking and capital markets deals were completed, up from 123, but their value halved to $30.1 billion; insurance volume also slipped to 187 from 204, with value down to $12.3 billion.
30 deals by non-US and Canadian buyers for North American targets signaled stronger cross-border interest, with disclosed value more than tripling to $15.9 billion.
1,137 global financial-services deals were announced or completed in H1, up 3%, and EY expects larger transactions to revive in the second half as boards pursue growth despite persistent volatility.