M&A Trends in Wealth Management: Growth, Valuations and Succession Planning
Marshberry's John Orsini explores how advisors can prepare for a potential acquisition.
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Marshberry's John Orsini explores how advisors can prepare for a potential acquisition.
<p>Ask: To what extent would a prospective acquisition create value through app developers, data providers, and agent platforms?</p>
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.
ADWEEK introduces M&A vertical in partnership with Evros Group.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations
Harbert Management Corporation transacted a five-community portfolio earlier this year, and the company is planning for much more activity ahead for senior living mergers and acqui...
Managed service providers (MSPs) don’t have the luxury of basking in the glory of a closed deal after mergers and acquisitions (M&A). The deal closes, the handshake photo goes...
Acquisition arrives as AM Best has moved delegated authority from a positive to stable outlook
Century 21 has completed 16 merger and acquisition deals in 2026, following 24 transactions last year — a roughly 40% increase from 2022.
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...
The contech giant timed its purchase with the creation and deployment of Autodesk Operations Solutions, its new maintenance and operations arm in the proptech space.
Acquisitions bring established agencies together
Biglaw's top M&A practice. The post Now That’s An Elite M&A Practice appeared first on Above the Law.
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...
Taylor Morrison’s proxy outlining the history and process behind its recently announced acquisition by Berkshire Hathaway makes for interesting reading, especially because the proc...
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