News, Comment & Analysis results for DeVoe

M and A
July 24, 2023

Registered Investment Advisor M&A Cools, Suggests 2023 Will See Contraction – DeVoe

It may be a sweltering summer, but the pace of wealth sector M&A is cooling down. 

Strategy
May 15, 2023

Will Mega-Multiple Prompt More CI Selling?

The Canada-headquartered financial group went on a big US wealth management buying spree three

M and A
April 24, 2023

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

M and A
March 30, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Wealth Enhancement, Equius Partners

The latest deals and transactions in and around North American wealth management.

M and A
March 27, 2023

How Is RIA Merger, Acquisition Market Reacting To Rising Rates?

Further rises to US interest rates, and the drama around Silicon Valley Bank and other lenders such

M and A
February 2, 2023

Emigrant Partners Takes Another Minority Stake

Emigrant Partners continues where it left off in January by taking another minority stake in a US

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent

M and A
November 30, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Wealthspire Advisors

The latest deals and transactions in and around North American wealth management.

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

Comment & Analysis results for DeVoe