September 18, 2020
Apax to Acquire Majority Stake in Crystal
On September 15, 2020, Apax Partners announced negotiations to acquire a majority stake in Groupe Crystal.
September 16, 2020
The Mather Group Acquires PartnersInWealth
On September 15, 2020, The Mather Group announced the acquisition of PartnersInWealth.
September 16, 2020
Empower to Acquire MassMutual’s Retirement Plan Business
On September 8, 2020, Empower Retirement announced a deal to acquire the retirement plan business of Massachusetts Mutual Life Insurance Company.
September 14, 2020
Wealth Enhancement Group to Acquire CJM Wealth Management
On September 2, 2020, Wealth Enhancement Group, LLC announced that it had acquired CJM Wealth Management LLC. Under the terms of the transaction, Wealth Enhancement Group, LLC (“WEG”) acquired CJM Wealth Management LLC (“CJM”). The transaction closed on September 1, 2020. Terms of the deal were not disclosed. CJM, based…
September 11, 2020
Focus Financial to Acquire Seasons of Advice
On August 31, 2020, Focus Financial Partners Inc. announced that it had entered into an agreement to acquire Seasons of Advice Wealth Management, LLC. Pursuant to the agreement, Focus Financial Partners Inc. (“Focus”) will acquire Seasons of Advice Wealth Management, LLC (“Seasons of Advice”). The transaction is subject to…
September 11, 2020
Creative Planning Acquires TrueWealth
On September 1, 2020, Creative Planning Inc. announced the acquisition of TrueWealth. Under the terms of the transaction, Creative Planning Inc. (“Creative”) acquired TrueWealth. Terms of the deal were not disclosed. Creative, based in Kansas, is a registered investment adviser, providing retirement planning, estate planning, trust services,…
September 10, 2020
Buckingham Strategic Wealth to Acquire GreenCourse Financial and Baldwin
On September 1, 2020, Buckingham Strategic Wealth, LLC announced that it had entered into agreements to acquire GreenCourse Financial Advisors, LLC and Baldwin & Associates. Pursuant to the agreements, Buckingham Strategic Wealth, LLC (“Buckingham”) will acquire GreenCourse Financial Advisors, LLC (“GreenCourse”) and Baldwin & Associates (“Baldwin”) in separate transactions. Upon…
September 10, 2020
Focus Financial to Acquire InterOcean Capital
On August 26, 2020, Focus Financial Partners Inc. announced that it hasd entered into an agreement to acquire InterOcean Capital, LLC. Pursuant to the agreement, Focus Financial Partners Inc. (“Focus”) will acquire InterOcean Capital, LLC (“InterOcean”). InterOcean’s co-founders, Rege Eisaman, Mark Carr and Jeffrey Camp will continue after the partnership…
September 9, 2020
Gladstone Financial to Acquire GreenState’s Wealth Division
On August 28, 2020, Gladstone Financial Resources Group announced that it had entered into an agreement to acquire the wealth management division of GreenState Credit Union. Under the terms of the transaction, Gladstone Financial Resources Group (“Gladstone”) will acquire the wealth management division of GreenState Credit Union (“GreenState”). GreenState, like…
August 31, 2020
Piper Sandler Whitepaper— Wealth Management: The Deal Magnet
The Piper Sandler Asset Management Investment Banking Group published a whitepaper entitled “Wealth Management: The Deal Magnet” which analyzes deal activity in the wealth management industry. To read the whitepaper: Please Click Here.