News, Comment & Analysis results for ECHELON Partners
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well
Beacon Pointe Adds Massachusetts RIA
Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.
Merchant Invests In Sowell Management
Merchant, the US investment house, has injected capital to fund the new program of Sowell
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Corient Expands Into Canada
Marking another step in Corient’s global expansion, the Miami-headquartered firm is
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