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Also, Caprock opens a multi-family office in Denver, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth Enhancement acquires an independent Dallas RIA.
In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.
Miami is not just another U.S. city where deals happen. It is the financial, logistical, and cultural crossroads of the Americas, and that single fact reshapes every merger and acq...
Ponte Vedra Beach has quietly become one of Northeast Florida’s most active markets for closely held business deals. Wealth management practices, medical and dental groups, enginee...
Also, Alabama-based RIA Canterbury launches an insurance division, and Carson continues its acquisition run with a $396M Wisconsin-based RIA.
Synopsis: SEBI approvals, NCLT rulings, and merger-related updates drove stock-specific movements. Muthoot Microfin, Dr Agarwals Health Care, Somany Ceramics,and a few others saw m...
National Howden, Cybeta LLC Howden acquired the intellectual property assets of Cybeta LLC, a cyber data and analytics provider. Terms of the deal were not disclosed. Cybeta was fo...
Also, acquisitive Waverly grows to $35.5B with a new deal; $14B Soltis acquires a Midwest beachhead; Mariner deals for entertainment industry-focused RIA; and Osaic’s fee-only CW e...
What goes on behind the scenes before and after a law firm merger announcement? As the pace of mergers picks up, this Law360 Expert Analysis series explores strategies for effectiv...
Plus, MarcumAsia launches a SPAC and de-SPAC practice; CrossCountry elevates two co-CEOs; and other firm and personnel news from across the profession.
Also, OnePoint BFG and Bogart Wealth add M&A leads, Cliffwater snags a retirement and alts expert from Goldman, and Citizens hires UHNW client leads.
Strategic acquisitions can complement and multiply organic growth.
Also, Wealth Enhancement books two acquisitions this week, Ameriprise lures a Commonwealth team overseeing $140M, and &Partners wins over advisors from Wells Fargo and Edward J...
The accounting industry is experiencing unprecedented consolidation, driven by aging partner demographics, heightened competition, advisory expansion, and, increasingly, private eq...
Menestios Limited and Incitude Holdings have agreed to merge, combining two complementary practices serving digital businesses as they grow and scale operations. GIBRALTAR, June 3,...
Every business acquisition begins the same way. Two parties sign a letter of intent, exchange firm handshakes, and start picturing what life looks like after closing. Then the dili...
Proactive Tax & Advisory in Babylon, New York, and Accountability Services in Seattle merged and rebranded under the name Proactive Advisory Group.
CohnReznick opens seventh California office and adds international tax partner; Aprio appoints real estate industry leader; and more news from across the profession.
Welcome to Campaign's weekly round-up of the hires, departures and promotions across the industry.
C21 affiliates unite along the East Coast and in Montana. Plus, Real gains over 50 agents; The Brownstone Boys launch Compass team; REMAX Gold adds team; more.
Also, Focus adds a $960M RIA in Indiana, $563M Brooklyn Fi sells a minority stake to Accelerated Wealth Partners and LPL adds a $600M team to its RIA channel.
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