News, Comment & Analysis results for Berkshire Global Advisors
Concurrent Buys Its First Platform Business, Acquires $5.4 Billion In Assets
The is the first time the Florida-based business has bought another platform business, taking total
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
Abacus Takes Minority Stake In $18 Billion AuM Wealth Manager
The deal includes an agreement to foster mutual growth in areas including product distribution and
Focus Financial Makes First External M&A Foray Since Rebrand
This is the first external firm to be acquired by Focus since it held its brand refresh at the
Hightower Makes Another M&A Move
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Wealth Enhancement Acquires $4.3 Billion Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition
The two advisory firms partner to expand services and deliver targeted investment solutions.
Hightower Buys Majority Stake In Consultant, OCIO Firm
The combination of Hightower, its affiliates, and NEPC represents $258 billion in AuM. The move
Deals Of The Day: The Latest In Wealth Management M&A – TMI Holdings, Argent Financial Group
The latest deals and transactions in and around the North American wealth management sector.