Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
New Deals, Other Efforts Lead Orion's Platform Play
By Timothy WelshThe firm's in-person conference, a welcome change, provided an inside look at innovative plans and other insights.
September 09, 2021
Mariner Wealth is Buying $600M Ohio RIAThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 01, 2021
Focus Financial Scoops Up $9B Ohio-Based Wealth GroupThe deal adds Ancora Holdings, which is employee-owned and led by CEO and Chairman Fred DiSanto.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 27, 2021
Captrust to Buy $85B Investment GroupChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 25, 2021
U.K. Private Equity Firm Buying RiskalyzeRiskalyze CEO and founder Aaron Klein will continue to lead the company as part of the deal.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.