Social Media Ideas for Citizens M&A Advisory

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.

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

Citizens reiterates Four Corners Property Trust stock rating on acquisition momentum

Zephyr's Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

Advisory firm dealmaking in the US shatters records

Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs

Analyst Report: Citizens Financial Group Inc

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...

Iconic Recruits Two of America's Top M&A Advisors as Its Broker Network Triples and Seller Base Doubles in Under a Y...

Iconic, the tech-enabled M&A advisory firm, today announced that Adrianna Smith and Lana Hout, two of the nation's highest-selling business brokers, have joined its leaders...

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Riverwater Exited Perella Weinberg (PWP) as Smaller M&A Advisors Face a Tough Road Ahead

AIAI Holdings Commences Discussions with Messier 42 LLC Regarding Acquisition Opportunities

Regalis Capital Logs More Than 100 Accepted Acquisition Offers in 2026 as Corporate Professionals Move Into Business Own...

Ontario , Canada / Storyteller / Aug 10, 2026 /

Your Customer Just Got Bought. Your Contract Might Not Survive the Deal.

RIA dealmaking window is narrowing, EY-Parthenon's Joshi tells advisors

Volume is rising and value is falling, but buyers want growth, not just assets

Minority Investors Looking into the Abyss- Invest with Caution and After Securing an Exit Plan

Trace Advisory Joins Carr, Riggs & Ingram, Launching CRI Government Solutions

Government-Focused Advisory Firm Brings Specialized Accounting, Compliance, and Consulting Capabilities to the CRI Family of Companies

Creative Planning Acquires Commercial Insurance Firm

The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation.

Prime Capital Sells Minority Stake to Carlyle, Gives Owners Liquidity Opportunity

Previous minority investor, Abry Partners, will exit through the deal with Carlyle, allowing some of Prime Capital’s 160 advisor-owners to realize gains.

Goldman Sachs leads oil and gas M&A advisory by value in H1 2026

ZCCM-IH hires global advisers for listing drive

  By BUUMBA CHIMBULU ZCCM Investments Holdings Plc (ZCCM-IH) has appointed local and international transaction advisers to spearhead its Listing Optimisation Process as the mining...

Longtime North Carolina Agencies Breeden and Citizens Group Have Merged

Two of central North Carolina’s oldest insurance agencies have agreed to merge, bringing more than 140 years of combined insurance experience to the table. Breeden Insurance Servic...

Copley Equity-backed FMG Leading snaps up Broadbranch Advisors

The deal closed at the end of July, The post Copley Equity-backed FMG Leading snaps up Broadbranch Advisors appeared first on PE Hub.

The Shifting Restaurant M&A Landscape

Despite economic volatility and slower traffic, restaurant merger and acquisition (M&A) volume increased 42.9 percent year over year, according to data from Capstone Partners....

M&A: How One RIA Firm, West Pine 43 LLC Can Fetch A Record Multiplier

M&A: How One RIA Firm Can Fetch A Record Multiplier NEW YORK, July 31, 2026 /PRNewswire-PRWeb/ -- M&A: How One Ria Firm Can Fetch A Record Multiple The wealth management sp...