News, Comment & Analysis results for DeVoe

M and A
February 3, 2025

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

M and A
December 19, 2024

Beacon Pointe Advisors Acquires Another Wealth Manager

This marks Beacon Pointe Advisors seventh acquisition.

M and A
October 25, 2024

RIA Merger And Acquisitions Momentum Endures; Deal Sizes Rise – DeVoe

At a time when certain wealth management deals are counted in tens of billions of dollars in AuM,

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an

M and A
September 5, 2024

Mesirow Acquires Florida RIA, Expands Southeast Presence

The transaction is part of the US firm's intention to expand its presence in the Southeast of the

M and A
August 8, 2024

US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure

The forces at work driving consolidation in the RIA industry appear to hold steady, as does the

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

M and A
April 3, 2024

California's EP Wealth Advisors Adds $1.2 Billion Firm

Both firms in the transaction are based in California.

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

Comment & Analysis results for DeVoe