News, Comment & Analysis results for M and A
Wealth Management M&A: How Not To Blow It
Dynasty Investment Bank is an institution well-versed in the consolidation and corporate finance
Summary Of North American M&A For January, February And March 2024
A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,
RBC's Integration Of HSBC Canada Arm Begins; Seeks Permanent CFO
Announced late last week, RBC's firing of its chief financial officer comes as it starts to
Cerity Partners Merges With Outsourced CIO Firm
The outsourced CIO business services clients including family offices.
Deals Of The Day: The Latest In Wealth Management M&A – Evermay
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Merger Creates Transatlantic Executive Search House
The combined entity will have a total of 30 people based out of New York, Boston and London.
AlTi Tiedemann Global Continues Acquisitions, Extends US Investment Firepower
Since its formation into a transatlantic MFO more than a year ago, the group has bought a business
California's EP Wealth Advisors Adds $1.2 Billion Firm
Both firms in the transaction are based in California.
iCapital Agrees To Buy Mirador, Raises Data, Reporting Game
Having established itself for more than a decade as a fintech platform focused on alternative
M&A (And PE) Pro Tips For RIA Buyers And Sellers
FWR's US correspondent recently moderated a webinar to glean insights from some of the most active