News, Comment & Analysis results for ECHELON Partners
Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition
When this and other deals are added together, Corient is on course to have $468 billion of managed
LPL Acquires $31 Billion Mariner Advisor Network
The move is one of the most substantial M&A agreements announced so far this year.
Socium Advisors Merges With $1.6 Billion Firm
The deal is an example of the kind of consolidation moves that have been a staple of North American
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
Deals Of The Day: The Latest In Wealth Management M&A – Accelerated Wealth Partners, RIA Advisors, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe, MGB, Pacifica
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – MCF Advisors, WPC
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Beacon Pointe Acquires $1.2 Billion Firm, Expands East Coast Footprint
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
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
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the