Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Janus Henderson to Be Acquired for $7.4B
By John ManganaroTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
November 24, 2025
Cetera Confirms New Round of LayoffsA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 21, 2025
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint AcquisitionThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.