Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
PE Firm to Buy Focus Financial at $7B Valuation
By Jeff BermanThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 16, 2023
Sequoia Financial to Buy $5B Multi-Office FirmThe acquisition of Zeke Capital Advisors will make Sequoia a wealth manager with $15 billion in client assets.
February 16, 2023
Dynasty Financial Partners to Buy Breakaway Consultant TruClarityPamela Stross, TruClarity CEO and president, plans to join Dynasty as a consultant after the transaction is completed.
February 15, 2023
Mariner Wealth Adds Arizona Tax PracticeThe acquisition of Hopkins Tameron Hostal enhances Mariner's "mission of providing clients with 360° wealth advice," it says.
February 09, 2023
Build, Buy or Partner: What's the Best Way for Advisors to Scale?DeVoe & Co.'s Doug Johnson and Alera Group's Tina Hohman discuss how to provide the services clients demand.
February 09, 2023
Cetera Takes Minority Stake in $1.7B FirmThe BD/RIA has made a strategic investment in Overland Park, Kansas-based Prosperity Advisors.
February 06, 2023
United Advisor Group Launches as RIA AggregatorThe new firm has selected Goldman Sachs Advisor Solutions as its custodian.
February 03, 2023
Merger to Create $73B Alternative Investment FirmFS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal.