August 30, 2021

Merchant Acquires Stake in Concurrent

On July 26, 2021, Merchant Investment Management, LLC announced that it partnered with Concurrent Advisors, a partnership affiliated with Raymond James Financial Services, Inc.

Continue reading...

August 27, 2021

Savant to Acquire Treybourne Wealth

On June 29, 2021, Savant Wealth Management announced that it will acquire Treybourne Wealth Partners.

Continue reading...

August 26, 2021

LGT to Acquire Minority Stake in LIQID

On July 15, 2021, Liechtenstein Global Trust announced that it will acquire a minority stake in LIQID Investments GmbH.

Continue reading...

August 25, 2021

Mariner Wealth to Acquire Channel Islands

On July 28, 2021, Mariner Wealth Advisors, LLC announced that it will acquire Channel Islands Group.

Continue reading...

August 23, 2021

Piper Sandler Companies Monthly Asset Management Report – July 2021

Piper Sandler Companies published its Monthly Asset Management Report for July 2021, which analyzes general industry information and transaction highlights. To read the report: please click here.

Continue reading...

August 23, 2021

William Blair Acquires Investment Counselors of Maryland

On July 20, 2021, William Blair Investment Management, LLC announced that it had acquired Investment Counselors of Maryland, LLC.

Continue reading...

August 20, 2021

Mariner Wealth to Acquire AdvicePeriod

On July 20, 2021, Mariner Wealth Advisors, LLC announced that it will acquire AdvicePeriod, Inc.

Continue reading...

August 19, 2021

Focus Partner Connectus to Acquire George Ferizis Group

On June 28, 2021, Focus Financial Partners Inc. announced that its partner Connectus Group, LLC (d/b/a Connectus Wealth Advisers) will acquire George Ferizis & Co Pty Ltd.

Continue reading...

August 18, 2021

PGIM to Acquire Montana Capital

On July 13, 2021, PGIM, Inc. announced that it will acquire Montana Capital Partners AG.

Continue reading...

August 16, 2021

DeVoe & Company RIA M&A Deal Report – Q2 2021

DeVoe & Company published an RIA M&A Deal Report for Q2 2021 (the “Report”), which analyzes M&A activity among Registered Investment Advisors.  The Report shows record-breaking deal making activity despite a decrease from Q1, and predicts similar deal making activity in upcoming quarters. To download and read the report:…

Continue reading...

Menu