News, Comment & Analysis results for M and A
Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean
The transaction brings together a combined business with about $29 billion in assets.
MAI Capital Management Expands Texas Presence
The deal marks MAI’s 21st acquisition since January 2024 and expands the firm’s presence in
Deals Of The Day: The Latest In Wealth Management M&A – Accelerated Wealth Partners, Brooklyn Fi
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Beacon Pointe Adds Massachusetts RIA
Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.
Corient Expands Reach Into South, Southwest With Another Purchase
The firm said it is on track to become the world's largest non-bank, fee-only wealth manager, and
Deals Of The Day: The Latest In Wealth Management M&A – Integrated, City Square
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Steward Partners, Wealth Enhancement
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Wealthspire Agrees To Acquire $1.2 Billion Firm
The move adds to Wealthspire's expansion into serving HNW and ultra-HNW individuals.
Deals Of The Day: The Latest In Wealth Management M&A – Moneco Advisors, Mercer. Savant
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Merchant Invests In Sowell Management
Merchant, the US investment house, has injected capital to fund the new program of Sowell
Comment & Analysis results for M and A
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth
What’s Wrong With Envestnet, Goldman Sachs And CI Financial?
Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have
Why Mercer Advisors Is The Leading RIA Acquirer
Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent
M&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;