News, Comment & Analysis results for M and A

M and A
March 6, 2024

MAI Capital Management Continues Acquisition Drive

LWS is MAI’s 36th acquisition since 2018, and its fourth of 2024. 

M and A
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants

The second acquisition in less than a year enables F2 Strategy, one of the more prominent wealth

M and A
March 4, 2024

Robertson Stephens Surpasses $5 Billion AuM With Fresh Deal

The firm has grown via a blend of organic and inorganic growth in different parts of the US.

M and A
March 1, 2024

Wealth Advisors Expect Slower M&A, Future Leaders Face Affordability Challenge – Study

A variety of forces mean that the vigorous M&A activity that has been a feature of the North

M and A
February 27, 2024

Deals Of The Day: The Latest In Wealth Management M&A – LPL, Continuity Private Wealth

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

M and A
February 23, 2024

Investment Houses Drive AlTi's M&A, Growth Goals With War Chest

In a move signaling considerable ambition by multi-family office, AlTi Tiedemann Global, it has

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

Comment & Analysis results for M and A