News, Comment & Analysis results for ECHELON Partners
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
Deals Of The Day: The Latest In Wealth Management M&A – Edelman Financial Engines
The latest deals and transactions in and around North American wealth management.
Why Mercer Advisors Is The Leading RIA Acquirer
Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent
Deals Of The Day: The Latest In Wealth Management M&A – Mariner, Hayes Financial
The latest deals and transactions in and around North American wealth management.
Wealth Enhancement Group's Acquisition Lifts AuM
The transaction, which involves a business run from Cincinnati, is another example of continued M&A
Wealth Enhancement Group's Acquisition Lifts AuM
The transaction, which involves a business run from Cincinnati, is an example of continued M&A
Mariner Buys $8.6 Billion AuM Wealth Firm
The acquisition of a business overseeing $8.6 billion in assets is one of the larger transactions
US Wealth Business Buys Connecticut-based Johnson Brunetti
The story also points to continuing M&A in Connecticut, also part of a busy trend of such
Wealth Management M&A Remains Robust
Strategic acquirer and consolidator businesses were still the dominant M&A players, the report by
Wealth Sector Dealmaking Pace Decelerated In Q1
After a busy period, some of the momentum in the North American mergers and acquisitions space