Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sequoia Buys $3.8B Carlson Capital in Minnesota
By John ManganaroThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
December 27, 2024
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'The financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.