News, Comment & Analysis results for Oak Hill Capital
Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Axis, RFG, Wealthspire
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
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
Mercer Advisors Acquires Maryland-Based Wealth Manager
The transaction adds to a series of acquisitions by Mercer in recent months.
Mercer Advisors Adds To Its Ultra-High Net Worth Regis Group
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $83 billion in
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, Eagle, West Oak
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Mercer Advisors Targets Florida
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $77 billion in
Mercer Advisors Continues Run Of Purchases
Mercer Advisors has been among the more energetic acquirers of wealth advisory businesses in the
Mercer Advisors Boosts Florida Presence
Mercer has been one of the largest acquirers of wealth management firms in the North American
Bluespring’s Battle To Become An M&A Player
This publication takes a detailed look at Bluespring Wealth Partners' M&A strategy and its approach