Social Media Ideas for Business Moves & Mergers

Deals & Moves: RFG Advisory Oversees RIA Merger to Form $750M WFA Volare

In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth e...

Business Moves

National Aon, USI Insurance Aon plc confirmed a definitive agreement to buy USI Insurance Services from private equity firm KKR for $17 billion. Aon said the deal bolsters its goal...

Deals & Moves: WPCG-Backed Apella, Waverly Keep Acquiring

In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.

Deals & Moves: NewEdge Wealth, LPL, Osaic Poach From Rivals

In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.

Deals & Moves: Citizens Keeps Up Wealth Push With $1B Tampa Duo

Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.

Weil, Gotshal & Manges eyes merger options after rainmakers exit, Bloomberg News reports

Weil Gotshal & Manges is considering merger options following key partner exits, including prominent M&A lawyers moving to Cravath and Sullivan & Cromwell. The post Wei...

Deals & Moves: The Mather Group, AlphaCore Snag $400M RIAs

In addition, Summit Wealth Group continues to expand with a firm in Tennessee, and $6 billion BakerAvenue sells a stake to Constellation.

What successful M&A looks like

The 2026 Fastest-Growing Firms rely heavily on mergers and acquisitions — and they've worked hard to develop strong playbooks.

Deals & Moves: Apella Wealth Grows AUM $928M Via Two Deals

In other deal news, Savant adds two CPA firms while rebranding its tax division, Carson brings on its 50th office, and LPL recruits a team from Wells Fargo’s FiNet.

Weil, Gotshal & Manges eyes merger options after rainmakers exit, Bloomberg News reports

Business Moves: Clear Group Acquires UK Wholesale Broker, C.R. Toogood & Co.; ANV Agrees to Acquire UK Warranty MGA,...

Clear Group Acquires UK Wholesale Broker, C.R. Toogood & Co. The Clear Group, the London-based insurance intermediary, announced the acquisition of C.R. Toogood & Co. Ltd.,...

Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

In addition, Cerity pens its third deal of the week, OnePoint BFG expands in Georgia and Florida, and Carson Group adds a women-led team from Commonwealth to its 1099 advisor chann...

Acquisitions could be solving the succession crisis, so why aren't they?

Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.

Before the Deal Closes: A Financial Integration Checklist

TL;DR: Acquisitive companies should build a 90-day financial integration plan covering chart of accounts mapping, intercompany transaction handling, and consolidated reporting befo...

People Moves: $29B Choreo Hires Chief People Officer From Edelman Financial

In other people moves, HSBC hires family office and U.S. private bank heads; $2 billion Lear taps former Bloomberg CEO Peter Grauer to lead advisory board; Alaris adds a senior dea...

Paramount merges with Warner Bros; CEOs sent memo to employees warning of layoffs

Paramount Skydance and Warner Bros. Discovery merged on October 6, creating Skydance Corp. This merger led to a memo announcing upcoming layoffs to support integration efforts. Dav...

Business Moves

National Munich Re Group, At-Bay Inc. Munich Re Group agreed to acquire cyber insurtech At-Bay Inc. for $575 million. The cyber insurance and managed detection and response (MDR) p...

SEO during a merger or acquisition: How to protect visibility and leads

You’ve navigated the acquisition — now your task is to make it a success by learning how to protect SEO’s performance during the merger. Here, WebFX shares an eight-step process.  ...

David Ellison Reveals Name Of New Paramount-Warner Bros. Company Ahead Of Merger Closing

The controversial merger is set to be finalized next week.

Apple moves its deal team back under the CFO after seven years

Apple is moving its mergers and acquisitions team back under chief financial officer Kevan Parekh, who ended the company’s net cash neutral policy in May in a move analysts read as...

Reincorporation Update – Early September 2026

We’ve had some additional movement on the reincorporation front since the July update and we’ve also identified some smaller moves that hadn’t been captured in the earlier reviews....

Property consultancy 2point0 Group launches M&A division

Property sector consultancy 2point0 Group has established a new division focused on business sales, mergers and acquisitions within the estate and lettings agency sector. The new a...

Deals & Moves: LPL Financial Adds Two Utah Advisory Teams With $1B

In addition, Verdence completes its second deal since selling a majority stake, Modern Wealth acquires a $290 million California firm in its sixth deal of 2026, and Carson Wealth a...

Big Loud moves into catalog M&A market, as Dusty Miller is appointed President of Catalog Acquisitions

The move takes the Nashville-based company, home to Morgan Wallen, deeper into the catalog market as a buyer. Source