July 19, 2021

U.S. Bank to Acquire PFM’s Asset Management Business

On July 8, 2021, U.S. Bancorp d/b/a U.S. Bank announced its agreement to acquire PFM Asset Management LLC.

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July 16, 2021

Dakota Wealth to Acquire Persimmon

On July 1, 2021, Dakota Wealth Management, LLC announced that it will acquire Persimmon Capital Management, LP.

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July 15, 2021

Colony Group to Acquire New Providence

On July 1, 2021, it was announced that The Colony Group, LLC will acquire New Providence Asset Management L.P.

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July 14, 2021

Savant to Acquire AMDG Financial

On June 29, 2021, it was announced that Savant Wealth Management will acquire AMDG Financial and AMDG Business Advisory Services.

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July 12, 2021

Captrust Acquires Stewardship

On June 9, 2021, Captrust Financial Advisors, LLC announced its acquisition of Stewardship Financial Advisors, LLC.

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July 9, 2021

CI Financial to Acquire Radnor Financial

On June 28, 2021, CI Financial announced it has agreed to buy RIA Radnor Financial Advisors

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July 8, 2021

Mercer to Acquire AFI Wealth

On June 23, 2021, it was announced that Mercer Global Advisors, Inc. will acquire A. Farah Investments, L.L.C. dba AFI Wealth Strategies.

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July 1, 2021

WEG to Acquire Lighthouse Wealth

On June 17, 2021, it was announced that Wealth Enhancement Group, LLC will acquire Lighthouse Financial Advisors, Inc. d/b/a Lighthouse Wealth Management.

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June 30, 2021

Savills Acquires T3 Advisors

On June 11, 2021, Savills plc announced it had acquired T3 Advisors, INC.

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June 28, 2021

Sound Point Acquires CVC Credit’s U.S. Direct Lending Platform

On June 8, 2021, Sound Point Capital Management, LP announced that it had acquired the U.S. direct lending platform of CVC Credit Partners, LLC.

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