News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Cambridge Targets Smaller Advisors' Corporate, Succession And M&A Needs
The new RIA, BridgePort, will support firms with technology, succession and acquisition, practice
Deals Of The Days: The Latest In Wealth Management M&A – Mercer, River Glen
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Savant Buys $440 Million Florida Firm
The transaction, which closed at the end of last year, was the business's 11th acquisition of 2023.
Hightower Makes First 2024 Acquisition
The firm, which is headquartered in Chicago, has been one of the most active M&A players in the US
MAI Capital Management Keeps Up Acquisition Pace
As recounted regularly here, a variety of forces have combined to drive M&A deals in the North
Summary Of North American M&A For September, October, November and December 2023
A summary of M&A moves in the four months to the end of December last year. Familiar names such as
Cleveland-Based MAI Continues Acquisition Drive
The deal – financial terms of which were not disclosed – continues a pattern of North American
Mercer Advisors Adds To Colorado Presence
Mercer has been one of the largest acquirers of wealth management firms in the North American
Franklin Resources Completes Putnam Acquisition
The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the
Comment & Analysis results for M and A
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