News, Comment & Analysis results for Bain Capital
Vestmark Deal Kicks Envestnet Strategic Reset Into High Gear
After news broke yesterday of the deal, for an undisclosed sum, the Family Wealth Report editorial
Large Private Equity Houses Woo Wealth Enhancement In Bidding Contest – Report
The story, assuming that it is confirmed, is yet another sign of the heavy involvement of private
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Foundation Source, Envestnet Enter Partnership
Two organizations from very different areas have been through significant change, sharing the
Launched From The Beach: Envestnet Unveils $1 Billion Investment
The US-headquartered group, which has been through a lot of change since it was taken off the stock
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Envestnet Names New Finance Chief
The new CFO at Envestnet will be taking the helm from a man who has helped steer the firm through
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to