News, Comment & Analysis results for M and A

M and A
July 21, 2025

SS&C To Acquire Global Funds Network In $1.0 Billion Deal

One of the largest banking and wealth sector technology firms – based in the US – has agreed to

M and A
July 17, 2025

Deals Of The Day: The Latest In Wealth Management M&A – NorthRock Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
July 17, 2025

Never Mind Market Dramas: RIA Mergers, Acquisitions Sizzle In Q2

Among the details of the quarterly report, ECHELON Partners noted that private equity-sponsored

M and A
July 14, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Aveo Capital

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
July 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
July 2, 2025

Mercer Buys Massachusetts-Based Wealth Manager

Mercer has been one of the more vigorous acquirers of wealth management firms in North America

M and A
June 27, 2025

Deals Of The Day: The Latest In Wealth Management M&A – DayMark Wealth Partners, Dynasty

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
June 25, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
June 23, 2025

Canada's BMO Pushes Further Into Wealth Sector With Burgundy Deal

Announced late last week, part of the drive for this transaction was Burgundy's services to high

M and A
June 23, 2025

Elevation Point Makes Another "Strategic Investment"

Founded last year, Elevation Point – with investment backing of its own from Emigrant Partners

Comment & Analysis results for M and A