June 30, 2021

Savills Acquires T3 Advisors

On June 11, 2021, Savills plc announced it had acquired T3 Advisors, INC.

Continue reading...

June 28, 2021

Sound Point Acquires CVC Credit’s U.S. Direct Lending Platform

On June 8, 2021, Sound Point Capital Management, LP announced that it had acquired the U.S. direct lending platform of CVC Credit Partners, LLC.

Continue reading...

June 25, 2021

Cantor Fitzgerald Acquires Flippin, Bruce & Porter

On June 8, 2021, Cantor Fitzgerald Investment Advisors, L.P. announced it had acquired Flippin, Bruce & Porter Inc.

Continue reading...

June 24, 2021

Steward Partners Secures Pritzker Investment

On June 9, 2021, it was announced that The Pritzker Organization, L.L.C. made a $100 million minority investment in Steward Partners Global Advisory, LLC.

Continue reading...

June 23, 2021

WEG to Acquire MACRO Consulting

On June 10, 2021, Wealth Enhancement Group, LLC announced that it will acquire MACRO Consulting Group, LLC.

Continue reading...

June 21, 2021

Charlesbank to Partner with Lido Advisors

On May 24, 2021, Charlesbank Capital Partners, LLC announced it will purchase a stake in Lido Advisors, LLC.

Continue reading...

June 18, 2021

WEG to Acquire Hoover Financial

On June 3, 2021, Wealth Enhancement Group announced that it will acquire Hoover Financial Advisors.

Continue reading...

June 17, 2021

Focus to Partner with ARS Wealth

On June 1, 2021 Focus Financial Partners Inc. announced it would partner with ARS Wealth Advisors, LLC.

Continue reading...

June 16, 2021

Procyon Acquires Pivotal Planning

On May 25, 2021, Procyon Partners announced it had acquired Pivotal Planning Group, LLC.

Continue reading...

Menu