Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Laird Norton, Wetherby Merge to Create $15B Wealth Group
By Janet LevauxThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.
January 12, 2022
Mariner Wealth Advisors Adds $950M California Wealth FirmThe acquisition was Mariner's 14th deal in 2021.
January 11, 2022
Mercer Advisors Buys $510M Florida RIAThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 29, 2021
RIA Industry Is 'Under-consolidated': Focus Financial's AdolfWhile there were over 200 deals in the space in '21, the executive says there should be more like 300 or 400 transactions a year.