Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
JPMorgan to Close 21 First Republic Branches
By Tanaz MeghjaniThe bank took over 84 First Republic branches when it bought San Francisco-based First Republic a month ago.
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.
May 11, 2023
CI Financial Sells Stake in U.S. Wealth UnitThe financial firm announced plans last year to take this U.S. division public and still intends to do so in the future, its CEO says.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
May 08, 2023
Hightower Takes Stake in Another $1B Washington FirmThe firm's investment in TEN Capital Wealth Advisors follows the stake in Highland it announced last summer.
May 05, 2023
What's Next for First Republic Advisors & JPMorgan?Will JPMorgan "roll out the red carpet?" If not, more advisors may leave, Tim Welsh says.
May 03, 2023
Pathstone to Buy $2B Texas RIA Brainard Capital ManagementAustin-based Brainard Capital Management provides advisory services to UHNW clients, with a focus on the tech space.
May 01, 2023
Dynasty Launches Investment Bank"We are facing substantial demand for M&A and investment banking services from advisors," said CEO Shirl Penney.