Oregon & Southwest Washington M&A — specialist businesses remain in buyers' sights

Notes on specific records

• Spree.Finance — Oregon designation comes from the screen; the Remote city tag is not independently confirmed.
• Chief Avionics — Target corrected to Chief Avionics; the screen had recorded Chief Aircraft.
• Forth — Nonprofit combination announced in Q3, expected to take effect in early 2027.
• Wayfinder — Acquired by a public charity; retained as a strategic education transaction.
• Financial Investment Team — Announcement date replaces the September 1 recorded date.
• Weinand Financial — Public release identifies Olympia and an August 18 announcement; the deal closed August 15.
• Straub Collaborative — Sponsor release states a July close; the screen records August 3, so the register uses the recorded date.
• Lotus Applied Technology — The buyer identifies July 29 as the announcement date.
• Willamette Valley Bank — Purchase price not disclosed; expected shareholder distributions are not treated as enterprise value.

Screened out, and why

• Cornell Pump → Xylem — Excluded — large bundled transaction. The announced Cornell + Roper Pump purchase is $1.46 billion and no standalone Cornell price is supplied.
• Insitu → Archer — Excluded — large bundled equity transaction. Insitu is one of three aerospace subsidiaries in a single stock-and-warrant purchase (19.75% of pre-closing Class A shares plus warrants), not a separately priced lower-middle-market acquisition.
• Wonder Showers & Baths — Excluded — wrong geography. The acquired company is headquartered in Rochester, New York, not Rochester, Washington.
• Bravo Fit → Franchise Equity Partners — Excluded — wrong target geography. The July transaction is explicitly the Australian-headquartered Planet Fitness franchisee, not the Oregon business tagged in the screen.
• Accumulus Technologies → Eir — Held out — identity / HQ conflict. The acquisition release concerns a 2025 life-sciences regulatory-platform spinout and is datelined San Francisco, conflicting with the Oregon-linked profile. Not counted pending geography reconciliation.
• Samaritan → MultiCare — Excluded — earlier affiliation announcement. The proposed affiliation was announced in October 2025; Q3 2026 reflects regulatory review, not a new announcement.
• Fordham & Co → Kernutt Stokes — Excluded — earlier announcement. Announced June 15, 2026 and effective July 1, 2026.
• Perkins & Co → CLA — Excluded — earlier public reporting. Publicly reported June 25, 2026; the July 1 release marks effectiveness.
• Formations → RH — Excluded — prior-year / identity mismatch. RH's reported Formations acquisition was finalized in 2025 and concerns the Los Angeles trade-furnishings business, not the Portland profile.