News, Comment & Analysis results for M and A
Mercer Advisors Continues Run Of Purchases
Mercer Advisors has been among the more energetic acquirers of wealth advisory businesses in the
Canada's CI Financial Goes Private In C$4.7 Billion Deal
The Toronto-listed banking group, operating in Canada and the US and also a significant acquirer of
Deals Of The Day: The Latest In Wealth Management M&A – Carson, MAG
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Sortino
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Nova Wealth, Osaic
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Steward Partners Continues Florida Expansion
The new team will manage about $377 million in client assets.
Deals Of The Day: The Latest In Wealth Management M&A – Stonepeak, Boundary Street Capital, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
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