News, Comment & Analysis results for Bain Capital
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
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
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
Wealth Enhancement Acquires $4.3 Billion Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of Moves In North American Wealth Management – January 2025
A roundup of moves, appointments and other personnel changes in the North American wealth
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the