Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Hightower Takes Majority Stake in Investment Consulting Giant NEPC
By John ManganaroBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 11, 2024
BlackRock Enters New League With $450B in Alternative AssetsThe closing of the firm's $12.5 billion acquisition of GIP means it's closing in on industry leaders like Blackstone, Apollo and KKR.
October 07, 2024
MAI Capital Adds $1.2B Fee-Only Advisor TeamThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.