Deals & Moves: Dynasty Seeds New RIA Consulting Arm Via Acquisition
Also, Mariner acquires an RIA focused on first responders, MAI Capital expands in the Northeast, and $3.3B Crewe sells a minority stake to WPCG.
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Also, Mariner acquires an RIA focused on first responders, MAI Capital expands in the Northeast, and $3.3B Crewe sells a minority stake to WPCG.
Also, Creative Planning acquires a Florida accounting firm, Osaic attracts a $300M Iowa practice and NewEdge expands its Nashville presence.
In the first quarter of this year, deal activity fell more than 22% compared to last year, and deal value declined nearly 40%, LSEG data shows. It was the first significant slowdow...
Bluespring Wealth Partners completed its sixth acquisition of the year, Baird recruits a $508 million team from RBC, and Merrill lures two teams with $560 million in assets.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds
Also, Dynasty-backed TritonPoint adds again, Carson Group fully acquires another partner firm, and IBD Arkadios adds a $300M team in Alabama.
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...
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.
Morning all, Craig McGlashan here with the Europe Wire from the London newsroom. Private equity firms have had a busy week in the HR tech sector, so we decided to do a roundup of t...
Also, Concurrent lands a $750M RIA, AmeriFlex added $1.7B in assets in the first half, F.L Putnam acquires a $500M New Hampshire-based RIA, and a Texas-based bank acquires to enter...
This week, we’re tracking the quiet infrastructure shifts that will define who wins the next decade of financial services. In our Q&A, OneAM’s Ksusha McCormick makes the case f...
Highlight private equity-backed radiology deals in a listicle; exploring newly announced CDMO add-on deals involving Latticework Capital and Edgehill-backed Life Science Connect. T...
This year’s boom includes the most spent on global deal-making in a six-month period in a decade. But questions persist about whether it can continue.
Paramounting Concerns On Monday, the DOJ closed a months-long investigation of the merger between Paramount Skydance and Warner Bros. Discovery – but some staffers weren’t satisfie...
In the first half of the year, Etsy sold Depop, Reformation filed for an IPO and Bed Bath & Beyond made a slew of acquisitions.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish
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