September 10, 2021

Merit Financial Acquires Consilium

On August 2, 2021, it was announced that Merit Financial Advisors acquired Consilium Financial Group.

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September 8, 2021

AMG to Invest in Parnassus

On July 6, 2021, Affiliated Managers Group, Inc. announced that it will acquire a majority equity interest in Parnassus Investments.

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September 3, 2021

Calamos to Acquire Pearl Impact

On August 25, 2021, Calamos Investments LLC announced that it will acquire Pearl Impact Capital, LLC.

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September 3, 2021

Azimut Invests in Pathlight

On July 26, 2021, the Azimut Group announced that it will acquire a minority equity interest in Pathlight Capital LP.

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September 2, 2021

WEG Acquires Serafini

On August 5, 2021, Wealth Enhancement Group LLC announced it had acquired Serafini Financial Group.

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September 1, 2021

Hightower Acquires Farr, Miller & Washington

On July 27, 2021, Hightower Advisors, LLC announced its acquisition of Farr, Miller & Washington, LLC.

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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.

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August 27, 2021

Savant to Acquire Treybourne Wealth

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

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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.

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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.

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