Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Alera Seeks Strategic Acquisitions in Retirement Space
By John ManganaroWith new leadership, the firm is committing to accelerated growth through deals and partnerships.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 15, 2025
Integrated Partners Adds $1B Retirement Firm in San DiegoRetirementDNA specializes in serving retirement plans and delivering executive benefits.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
December 19, 2024
Orion to Acquire Summit WealthSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.