Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
Want to Grow? Keep Doing the Right Things, Over and Over
By Jane Wollman RusoffMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 17, 2025
RIAs Charged With Inflating AUM and Misrepresenting LocationsThe firms claimed that a separate RIA reported information about their private funds on its own Form ADV.
November 04, 2025
Many Advisors Would Switch Firms for Private Markets Access: SurveyThey are signaling that the investments are no longer an optional service, but rather a strategic necessity.
October 29, 2025
With Two Months to Go, RIA Deals Set New Full-Year Record: DeVoeWith a strong third quarter, the industry is set to surpass the 300-transaction mark for the first time.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 13, 2025
Strong Q3 Puts Wealth Management Deals in Record TerritoryThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 09, 2025
Bill Crager, Former Envestnet CEO, Has a New GigCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.