News, Comment & Analysis results for M and A

M and A
November 3, 2023

Boston-Based Choate Absorbs Local Wealth Team

The firm has been adding team members and assets under management. As a result of the latest

M and A
November 2, 2023

Mercer Boosts Colorado Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

M and A
October 26, 2023

Progeny To Acquire Carbon Financial Partners

Acquiring the firm will add £600 million ($729.7 million) to Progeny’s AuM and strenthen its

M and A
October 25, 2023

Liberate Wealth Launches With First Acquisition

The UK wealth manager says it wants to offer advice firms an alternative to the consolidators

M and A
October 20, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Charlesbank Capital, Petra Funds, Modern Wealth

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

M and A
October 18, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Kingfisher Capital

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

M and A
October 16, 2023

Wealth Enhancement Group Adds Los Angeles Firm

In another example of busy US wealth management M&A, the latest example of an acquired firm

M and A
October 13, 2023

US Wealth Industry M&A Bounces Back – ECHELON Partners

The field of mergers, acquisitions and other corporate activity in the US wealth sector has had its

M and A
October 13, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Avantax

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

M and A
October 12, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Prism

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