News, Comment & Analysis results for DeVoe
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
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
Bain Capital Buys Stake In Carson Group
As part of the deal, Bain Capital purchased the equity interests from Long Ridge Equity Partners,
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
US Wealth Manager Makes Acquisitions, Continues M&A Trend
The acquirer, based in Rockford, Illinois, oversees more than $10.5 billion in assets under
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
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
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
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
CI Financial Continues RIA Acquisition Drive
Once the transaction is completed, CI expects to have about $50 billion in US assets and total