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The group says the integration is intended to expand national coverage and consolidate property reporting and inventory services
The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM.
In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.
The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.
Strategic acquisitions can complement and multiply organic growth.
Following its acquisitions last year of two U.K.-based wealth managers, Corient expands its global footprint with the acquisition of Geneva-based Bedrock Group.
Combining two recent acquisitions of iAltA, the new firm will build the wealth intelligence and data layer needed by RIAs.
Presidio Investors has taken a strategic stake in Minnesota-based mortgage brokerage platform Edge Home Finance, the firms announced Monday. Financial terms and ownership structure...
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...
Heritage is led by CEO Dr. Steve Coppess, who will continue to lead the company post-transaction alongside the current management team. The post ACP acquires medical tech firm Heri...
Deal adds scale, expands capabilities across front-to-back investment lifecycle services
The acquisition arm of TritonPoint Wealth, formed by United Capital alumni, will continue running under the leadership of Partner Greg Blake.
The Bahnsen Group will become another hub within Hightower for integrating other advisory firms.
The Poughkeepsie, N.Y.-based practice marks Arax's second acquisition in the Hudson Valley region this year. CEO Haig Ariyan previously said the firm was looking to entice W-2 empl...
EagleTree is looking to grow Opus by accelerating growth via multiple organic initiatives and strategic acquisitions. The post EagleTree Capital picks up The Opus Group from Growth...
Firm launches $500 million acquisition strategy
Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.
HIG Capital has completed a succession process that puts three career insiders in charge of the $74 billion alternative asset manager, with Brian Schwartz moving from co-president...
The transaction creates Italy’s largest alternative investment manager by size, with €8 billion in assets under management. The post Green Arrow Capital completes acquisition of De...
Based in Denver, SRS Acquiom is a provider of a platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities. The post PE-backed SRS Acq...
The addition of Brown and Company represents the second LPL practice Modern Wealth has acquired this month, bringing the RIA’s total assets to over $13 billion.
The other private equity and investment firms that back the new AI-native enterprise services company include Goldman Sachs, General Atlantic, Leonard Green & Partners, Apollo...
The deal is part of Merchant’s broader strategy to invest in wealth management-adjacent services it can offer its advisor network.
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