News, Comment & Analysis results for DeVoe

M and A
July 28, 2021

Hightower Buys $2.0 Billion AuM Wealth Management House

The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth

M and A
July 23, 2021

NYPB&T Takes Another Wealth Stake, Continues M&A Trend

The deal is the second such transaction that New York Private Bank & Trust has announced in a

M and A
July 15, 2021

Bain Capital Buys Stake In Carson Group

As part of the deal, Bain Capital purchased the equity interests from Long Ridge Equity Partners,

M and A
July 14, 2021

Wealth Sector M&A Remains On Upward Track Despite Pause For Breath - Study

There has been a dip in M&A turnover from recent strong figures but the overall direction of travel

M and A
June 30, 2021

US Wealth Manager Makes Acquisitions, Continues M&A Trend

The acquirer, based in Rockford, Illinois, oversees more than $10.5 billion in assets under

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

Strategy
May 5, 2021

Dynasty’s Minority Stakes Move: Pivot Or Extension?

Is the move by the Florida-based firm a switch in strategy or an extension of a business model that

M and A
April 21, 2021

Wealth Firms Combine To Build $7 Billion-Plus Business

The merger builds a business - based in Akron, Ohio - that holds more than $7 billion of assets and

Reports
March 12, 2021

CI Financial Continues RIA Acquisition Drive

Once the transaction is completed, CI expects to have about $50 billion in US assets and total

Comment & Analysis results for DeVoe