News, Comment & Analysis results for M and A
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
Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Fabric, Atria
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
US Investment House Acquires Somerset Capital Funds
After it was announced that Somerset Capital Management, an investment firm that focuses on global
Deals Of The Day: The Latest In Wealth Management M&A – Argent, Orleans
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – EisnerAmper
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Nebraska-Based Wealth Manager Joins Carson Network
Carson Group continues to expand its network of firms under its umbrella.
Deals Of The Day: The Latest In Wealth Management M&A – Summit, Prostatis
The latest mergers, acquisitions and other corporate actions in the wealth management sector.