News, Comment & Analysis results for M and A

M and A
August 28, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cardea, Fourcore Capital

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

M and A
August 28, 2024

EisnerAmper Expands West Coast Business Reach

EisnerAmper is a global business advisory firm; its operations include private client, financial

M and A
August 22, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Rise Growth Partners, Bleakley Financial Group

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

M and A
August 15, 2024

Janus Henderson Steps Up Private Credit Capabilities With Acquisition

The international asset manager has agreed to buy a private credit investment house – a sector

M and A
August 14, 2024

Summit Financial Acquires Meeder WM

US-based Summit Financial Holdings, an investment advisory private partnership with over 40 years

M and A
August 12, 2024

Scotiabank Agrees To Buy A Chunk Of KeyCorp

In buying 14.9 per cent of the Ohio-headquartered bank, Canada's Scotiabank is buying a business

M and A
August 9, 2024

US Investment Bank Agrees To Buy Wealth, Insurance Advisory Business

The firm being acquired is in the M&A advisory business itself – working with wealth managers,

M and A
August 8, 2024

US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure

The forces at work driving consolidation in the RIA industry appear to hold steady, as does the

M and A
August 6, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Vistra, Phoenix American

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

M and A
August 5, 2024

JTC Completes Another US Trust Business Acquisition

JTC, a global professional services business headquartered in Jersey, has completed its latest

Comment & Analysis results for M and A