News, Comment & Analysis results for M and A
Mercer Advisors Targets Greater Denver, Colorado
Denver-headquartered Mercer Advisors, a national registered investment advisor (RIA), has been one
Aspen Standard Wealth Adds Bay Area RIA
The acquirer says it offers a "sorely needed" alternative to traditional investment firms in that
Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors
The firm, headquartered on the US West Coast, has been growing via the organic route and by mergers
Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Financial Planning and Information Services
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
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