News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – MAI, WaterStone
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Objectway Buys Into Canadian Wealthtech Space
Objectway, which currently operates from Europe and the UAE, says that this deal represents a
Deals Of The Day: The Latest In Wealth Management M&A – LibertyFi, Aptus, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Private Advisor Group, Drake, Summit, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
RIA Mergers, Acquisition Dealflow Slips; Drivers Remain Powerful
Although the total number of transactions was down last year, figures point to continued brisk
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