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The Top 100 Firm acquired FHHP, expanding its presence in the Philadelphia market and ability to serve family-owned and closely held businesses.
Blackstone agrees to acquire a provider of data center cooling services and components; FFL Partners completes investment in a provider of services focused on the office of the chi...
Phil Scott and Jim Atwood are forming Latigo Peak Partners, launching with 48 employees and a presence in Florida, Washington, Massachusetts and California.
The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.
Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families
The Atlanta-based RIA acquired Moldenhauer & Associates, a New York wealth management practice overseeing $1.1 billion in client assets across nearly 1,900 households.
A decade of delivering investment banking services to companies in the steel, metals, and mining industries
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.
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
Kingsview Partners is a Chicago and New York-based integrated wealth management platform and national independent registered investment adviser serving more than 15,000 households...
The firm’s founders, who previously worked at Kirkland & Ellis, said its new private equity-backed management services organization will offer equity incentives to employees, h...
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
The San Luis Obispo firm joins as Strongpoint's 26th partner, deepening the platform's presence on California's Central Coast CHICAGO, Oct. 8, 2026 /PRNewswire-PRWeb/ -- Strongpoin...
In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.
In his new roles, Fitzner will support Star Mountain's continued growth by leveraging his expertise in private equity investing and operational value creation to strengthen and opt...
Waylin Partners, headquartered in Chicago, provides forward-deployed finance engineers as an Office of the CFO advisory firm for private equity-backed companies. The post FFL Partn...
The corporate finance team at leading accounting and consulting firm Forvis Mazars will use DealCloud with Celeste to automate deal workflows and surface actionable intelligence fr...
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...
The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timel...
The hybrid capital firm provides middle-market businesses with capital positioned between traditional debt and equity. The post Ferghana Investment Partners hires TZP Group’s Will...
The New York-based RIA brought Cornerstone Capital, Echo Wealth Management and Compass Wealth Management into the fold, expanding its presence in Silicon Valley, Minneapolis and At...
The Chicago-area company has completed more than 2,000 deals since 2006, buying intangible assets and payment rights from Fortune 500, PE-backed and distressed businesses. The post...
The acquisition of Milwaukee-based Alpha Investment Consulting Group expands Robertson Stephens’ institutional consulting capabilities and adds a new office.
Clarion Partners, the real estate-focused subsidiary of Franklin Templeton, has agreed to acquire a majority stake in European real assets and private equity firm Stoneshield Capit...
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