News, Comment & Analysis results for M and A

M and A
May 22, 2023

US, UK International Law Firms Ink Merger

The union of these US and UK law firms builds what the organizations said will be an "integrated

M and A
May 17, 2023

US-Listed MFO Group Expands Into Singapore With Acquisition

AITi has been busy – expanding out of the merger between a US and London multi-family office –

M and A
May 17, 2023

Miami-Based Wealth House Joins Dynasty Network

The firm, which wants to pursue merger and acquisition deals with advisors in the

M and A
May 16, 2023

Pinnacle Associates Buys $580 Million Wealth Manager

The acquired business operates in Virginia, and the deal is yet another case of RIA merger and

M and A
May 11, 2023

Savant Wealth Management Demonstrates M&A Ambitions

Savant said the purchase is part of an intentional strategy to follow an accelerated pace of

M and A
May 10, 2023

Hightower Takes Stake In Northwestern Firm

The deal is an example of the inorganic growth strategy that applies to part of Hightower's

M and A
May 9, 2023

Cresset Expands AuM With Acquisition, Adds Sports, Entertainment Clout

The acquired firm has an established roster of clients in the sports and entertainment sectors.

M and A
May 3, 2023

New Jersey Wealth Management House Gets Off Launchpad

The team used to work with Merrill Lynch.

M and A
May 1, 2023

CI Financial, Once A Big Buyer, Sells Stake In Boston-Based RIA

CI's spate of acquisitions has been one of the most eye-catching M&A trends in the North American

M and A
April 26, 2023

Modern Wealth Management Acquires US Business

The acquired business was set up in 1996 and has grown into a team of 50 employees.

Comment & Analysis results for M and A