News, Comment & Analysis results for M and A
Acquisition-Hungry Sequoia Financial Snaps Up Another Firm
Sequoia has made a number of M&A deals in addition to chalking up organic growth. Since 2023, it
Deals Of The Day: The Latest In Wealth Management M&A – Avantax, Sweeney Kovar
The latest mergers and acquisitions in the North American wealth management industry.
Carson Takes Whole Ownership Of Chicago Business
Carson Group has brought in a raft of firms under its umbrella. In the latest move, a firm in the
Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, Novare
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Corient's M&A Hunger Underscored By Geller MFO Deal
The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has
Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth
The latest mergers and acquisitions in the North American wealth management industry.
Alternative Investments Platform Acquires Onboarding Solutions Firm
Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less
Deals Of The Day: The Latest In Wealth Management M&A – Elevation Point, Stonebrook Private
The latest mergers and acquisitions in the North American wealth management industry.
Deals Of The Day: The Latest In Wealth Management M&A – CAPTRUST, WCG, Others
The latest mergers and acquisitions in the North American wealth management industry.
Kestra Onboards Virginia-Based Wealth Manager
Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of
Comment & Analysis results for M and A
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