Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Focus Financial Mulls $4B Offer From PE Firm
By Janet LevauxClayton Dubilier & Rice wants to take Focus private for $53 per share in cash.
January 25, 2023
Cetera to Buy Securian Financial's Wealth UnitThe deal includes 1,000 financial professionals and 30 firms working with a total of $72.2 billion in assets.
January 24, 2023
Schwab Buys Membership Network for UHNW FirmsThe Family Wealth Alliance's members serve about 25,000 families and advise on about $500 billion of assets.
January 19, 2023
Orion Hires Industry Veteran as New EVP of Sales: Tech RoundupAlso, Fidelity acquired software firm Shoobx; Broadridge extends its digital wealth platform partnership with IGM Financial.
January 17, 2023
UBS Doesn't Plan to Buy Credit Suisse or U.S. FirmsThe firm needs to get its U.S. wealth business "up and running and improve ... margins," says Chairman Colm Kelleher.
January 12, 2023
Captrust Buys $2.3B RIA in NashvilleTrustCore Financial Services includes 16 advisors serving individuals, families, endowments and foundations.
January 05, 2023
Focus Partner Firm to Merge With Real Estate GroupKovitz Investment Group Partners is set to merge with Origin Holding Co., a private real estate fund manager.
January 03, 2023
'No Better Time Than Challenging Times' for RIAs: Focus Financial's Rudy AdolfThe firm's growth plans include expanding international revenue to 20% of the total, the Focus CEO tells ThinkAdvisor.