Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sequoia Acquires $4B Wealth and Tax Firm
By John ManganaroThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 17, 2025
Dynasty Names Investment Bank Co-HeadsThe firm is expanding its leadership to support the growth of its investment banking division.
March 17, 2025
10 Biggest Wealth Management Deals in 2024The number of transactions involving more than $100 billion in assets hit an all-time high, Echelon Partners reported.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 07, 2025
Mercer Hires M&A Exec for 'Next Chapter of Our Growth'Attorney Ted Motheral explains what the RIA does to help advisory firms grow organically and inorganically.
March 06, 2025
Captrust Adds $1.4B Carolinas TeamThe 20-member wealth group serves families, endowments, retirement plans and corporations in more than 30 states.