NorthRock Acquires Vantage

NorthRock Acquires Vantage On April 1, 2026, NorthRock Partners announced its acquisition of Vantage Financial Partners. NorthRock Partners (\u201cNorthRock\u201d) announced, on April 1, 2026, its acquisition of Vantage Financial Partners (\u201cVantage\u201d). Under the terms of the acquisition, 19 Vantage team members, including… Read More

Emigrant Invests in Keen Wealth Advisors

Emigrant Invests in Keen Wealth Advisors On April 2, 2026, Seward & Kissel client Emigrant Partners announced a minority investment in Keen Wealth Advisors. Emigrant Partners, LLC (\u201cEmigrant\u201d) announced, on April 2, 2026, a minority investment in Keen Wealth Advisors (\u201cKeen\u201d). Under the terms of… Read More

MarshBerry Investment Sector Update \u2013 February 2026

MarshBerry Investment Sector Update \u2013 February 2026 MarshBerry published its February Viewpoint Update, analyzing M&A deal activity from January 2026, with a focus on the UK. The report noted that deal values in January covered a broad range and maintained a similar distribution to 2025. The report also… Read More

Composition Wealth Acquires Edgewater

Composition Wealth Acquires Edgewater On March 24, 2026, Composition Wealth announced that it had acquired Edgewater Wealth Management. Composition Wealth announced, on March 24, 2026, that it had acquired Edgewater Wealth Management (\u201cEdgewater\u201d). Under the terms of the transaction, the Edgewater team of 16, including… Read More

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