News, Comment & Analysis results for M and A
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,
Deals Of The Day: The Latest In Wealth Management M&A – Lovell Minnick, Americana
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Modern Wealth Management Buys $1.4 Billion Firm
The registered investment advisor said it plans more acquisitions through year-end.
Lido Advisors Acquires RIA
The combination with Pegasus Partners will see that firm's team members join Lido Advisors.
Hightower Buys Majority Stake In Consultant, OCIO Firm
The combination of Hightower, its affiliates, and NEPC represents $258 billion in AuM. The move
US-Based Foundation Source Expands Capabilities With Acquisition
The deal means that Foundation Source can now offer a donor-advised fund platform with an efficient
Pathstone Boosts AuM By $45 Billion In Latest Acquisition
In what is already a busy M&A market in wealth management, Pathstone made a big splash yesterday
Deals Of The Day: The Latest In Wealth Management M&A – Matter Family Office, Forsyth Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Cetera Continues Acquisitions
The move continues a run of acquisitions and arrivals to Cetera.
Robertson Stephens WM Passes Above $7 Billion AuM Mark With New Deal
This transaction – the financial terms of which were undisclosed – is the fifth the firm has