News, Comment & Analysis results for M and A

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

M and A
February 16, 2024

Pathstone Adds Another Wealth Firm

Pathstone has been one of the more prominent acquirers of wealth management firms in the US. When

M and A
February 9, 2024

Rockefeller Adds Another Team In Nationwide Expansion

There appears to be no slackening in the run of teams joining the wealth management business of

M and A
February 9, 2024

Private Equity House Buys Partners Capital Minority Stake

The ascent of OCIOs such as Partners Capital reflects how some institutions, including multi-family

M and A
February 9, 2024

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, Parker Advisory Group

The latest moves and appointments in wealth management in the Americas.

M and A
February 9, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Partners Capital, Kingswood, Baseplan

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 8, 2024

Private Advisor Group Continues Fast 2024 Start; New Firm Joins

The firm has brought another team of advisors into its fold.

M and A
February 8, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Bovill

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 5, 2024

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

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 2, 2024

New Venture Signals Acquisition Ambitions, Secures $250 Million Capital

There has been a trend of investment houses putting money into RIAs that want to make acquisitions,

Comment & Analysis results for M and A