December 31, 2021

WEG Acquires Vivid

On December 9, 2021, Wealth Enhancement Group announced that it acquired Vivid Financial Management.

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December 29, 2021

Merchant Acquires Stake in Brainvest

On December 14, 2021, Merchant Investment Management, LLC announced it partnered with Brainvest Wealth Management.

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December 29, 2021

MAI Acquires Queens Oak Advisors

On December 13, 2021, MAI Capital Management, LLC announced that it acquired Queens Oak Advisors.

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December 27, 2021

Polen to Acquire DDJ Capital

On December 7, 2021, Polen Capital Management announced that it will acquire DDJ Capital Management.

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December 27, 2021

CIFC to Acquire LBC Credit Partners

On December 13, 2021, CIFC Asset Management LLC announced that it will acquire LBC Credit Partners.

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December 27, 2021

Hightower Acquires Stake in 6 Meridian

On December 14, 2021, Hightower Advisors, L.L.C. announced that it will invest in 6 Meridian.

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December 27, 2021

Everest Prices Initial Public Offering

On November 23, 2021, Everest Consolidator Acquisition Corporation announced that it had priced its initial public offering.

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December 23, 2021

MAI Acquires Hochman Cole

On December 6, 2021, it was announced that MAI Capital Management, LLC acquired Hochman Cole Investment Advisors, Inc.

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December 22, 2021

Liontrust to Acquire Majedie

On December 7, 2021, Liontrust Asset Management PLC announced that it will acquire Majedie Asset Management.

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December 22, 2021

Bluespring Wealth Acquires Capital Planning

On December 9, 2021, Bluespring Wealth Partners, LLC announced its acquisition of Capital Planning Advisors, LLC.

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