July 30, 2021

First United Acquires Minority Stake in Exencial

On July 8, 2021, First United Bank announced it had acquired a minority stake in Exencial Wealth Advisors, LLC.

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July 30, 2021

Captrust Acquires Nachman Norwood & Parrot

On July 8, 2021, Captrust Financial Advisors, LLC announced its acquisition of Nachman Norwood & Parrot Wealth Management.

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July 29, 2021

BlackRock Makes Minority Investment in SpiderRock

On July 13, 2021, it was announced that BlackRock, Inc. made a minority investment in SpiderRock Advisors, LLC.

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July 28, 2021

Mandatum to Acquire Trevian Funds

On July 1, 2021, Mandatum Asset Management Ltd. announced it will acquire Trevian Funds AIFM.

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July 26, 2021

Emigrant Partners Acquires Minority Interest in Verdence Capital

On July 21, 2021, Verdence Capital Advisors, LLC announced that it had received a minority investment from Seward & Kissel client Emigrant Partners, LLC.

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July 26, 2021

RIA NextGen Ownership Webinar

On July 28, 2021, at 4:00 PM ET, DeVoe & Company will hold a webinar entitled “NextGen Ownership: The Affordability of Phased Successions.”  Speakers will include Dustin Mangone, Managing Partner and Director of Investment Advisor Services, PPCLOAN, and Brad Grubb, Managing Director, DeVoe & Company and head of…

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July 26, 2021

Virtus to Acquire Stone Harbor

On June 28, 2021, Virtus Investment Partners, Inc. announced it will acquire Stone Harbor Investment Partners LP.

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July 23, 2021

Focus to Partner with Sonora

On July 1, 2021, Focus Financial Partners Inc. announced it will partner with Sonora Investment Management, LLC.

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July 22, 2021

Mariner Wealth to Acquire Allegiant

On July 8, 2021, Mariner Wealth Advisors, LLC announced that it will acquire Allegiant Private Advisors, LLC.

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