Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
The Evolution of Advisor M&A Deals: What to Know Now
By Corey KupferThe sophistication of buyers, sellers and the deals themselves has gone up.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.
November 14, 2024
Captrust Buys $5B RIA Based in BostonThe acquisition of Boston Financial Management includes three new office locations and 45 staffers in Massachusetts and Maine.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 01, 2024
Stifel to Buy Part of B. Riley's Wealth UnitThe deal, which could be priced for as much as $35 million in cash, involves up to 50 advisors and $4.5 billion of client assets.
October 29, 2024
Mariner Says Neuberger Berman Is Its New Minority InvestorCEO Marty Bicknell will stay on as leader of the $246 billion RIA and keep majority control.
October 28, 2024
Lovell Minnick Takes Stakes in Two FirmsThe private equity firm is buying into Americana Partners, a Dynasty partner firm, and Cohen & Co.
October 28, 2024
Ameriprise CEO Says Advisor Recruiting Market Is 'Frothy'; New Products on the WayAmeriprise is now making fewer, but larger, deals, Jim Cracchiolo says.