News, Comment & Analysis results for M and A

M and A
January 12, 2024

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.

M and A
January 12, 2024

Cambridge Targets Smaller Advisors' Corporate, Succession And M&A Needs

The new RIA, BridgePort, will support firms with technology, succession and acquisition, practice

M and A
January 10, 2024

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.

M and A
January 10, 2024

Savant Buys $440 Million Florida Firm

The transaction, which closed at the end of last year, was the business's 11th acquisition of 2023.

M and A
January 10, 2024

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

M and A
January 9, 2024

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

M and A
January 8, 2024

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

M and A
January 5, 2024

Cleveland-Based MAI Continues Acquisition Drive

The deal – financial terms of which were not disclosed – continues a pattern of North American

M and A
January 4, 2024

Mercer Advisors Adds To Colorado Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

M and A
January 3, 2024

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