News, Comment & Analysis results for M and A
Miami-Based Wealth House Joins Dynasty Network
The firm, which wants to pursue merger and acquisition deals with advisors in the
Pinnacle Associates Buys $580 Million Wealth Manager
The acquired business operates in Virginia, and the deal is yet another case of RIA merger and
Savant Wealth Management Demonstrates M&A Ambitions
Savant said the purchase is part of an intentional strategy to follow an accelerated pace of
Hightower Takes Stake In Northwestern Firm
The deal is an example of the inorganic growth strategy that applies to part of Hightower's
Cresset Expands AuM With Acquisition, Adds Sports, Entertainment Clout
The acquired firm has an established roster of clients in the sports and entertainment sectors.
New Jersey Wealth Management House Gets Off Launchpad
The team used to work with Merrill Lynch.
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
Modern Wealth Management Acquires US Business
The acquired business was set up in 1996 and has grown into a team of 50 employees.
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Wiener Financial Management
The latest deals and transactions in and around North American wealth management.
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent