Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
MAI Capital Adds $1.2B Fee-Only Advisor Team
By John ManganaroThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
September 06, 2024
The Acquirer's Big-Picture ChecklistHaving complete information is the most important aspect of advisory firm acquisitions.
September 05, 2024
BNY to Buy Archer Platform in Wealth PushThe deal should help BNY with the infrastructure for and distribution of managed accounts to financial advisors and their clients.
September 04, 2024
LPL to Buy The Investment CenterThe broker-dealer and RIA has about 240 advisors who work with roughly $9 billion of client assets.
September 03, 2024
Mariner Buys Middle-Market M&A Advisory ShopThe deal will enable the RIA, which is led by Marty Bicknell, to offer clients enhanced M&A advisory services, the firm says.
August 21, 2024
Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley UnitsThe asset manager is not looking at the firm's wealth management operations, which include about $26 billion in assets.