Berkshire Global Advisors \u2013 US Traditional Investment Management Industry Trends Q1 2026 Report Berkshire Global Advisors published its US Traditional Investment Management Industry Trends Q1 2026 Report (the \u201cReport\u201d), analyzing M&A activity in the Investment Management Industry. The Report provides an analysis of market trends, financial performances and… Read More
GCG Acquires Gunderson On April 15, 2026, GCG Advisory Partners announced its acquisition of Gunderson Capital Management. GCG Advisory Partners (\u201cGCG\u201d) announced, on April 15, 2026, its acquisition of Gunderson Capital Management (\u201cGunderson\u201d). Under the terms of the transaction, Gunderson will… Read More
Wealthspire\u2019s Fiducient to Acquire Sellwood On April 22, 2026, Wealthspire Advisors announced that its company, Fiducient Advisors, is to acquire Sellwood Investment Partners. Wealthspire Advisors (\u201cWealthspire\u201d) announced, on April 22, 2026, that its company, Fiducient Advisors, (\u201cFiducient\u201d) has entered into an agreement to acquire Sellwood Investment… Read More
FL Putnam Acquires Arcadia On April 21, 2026, F.L. Putnam Investment Management Company announced its acquisition of Arcadia Investment Management Corporation. F.L. Putnam Investment Management Company (\u201cFLP\u201d) announced on April 21, 2026, that it acquired Arcadia Investment Management Corporation (\u201cArcadia\u201d). Under the terms of the transaction,… Read More
OnePoint Acquires Armstrong & Sinoff On April 13, 2026, OnePoint BFG Wealth Partners announced that it acquired Armstrong & Sinoff Financial. OnePoint BFG Wealth Partners (\u201cOnePoint\u201d) announced, on April 13, 2026, that it acquired Armstrong & Sinoff Financial (\u201cArmstrong & Sinoff\u201d). Under the terms of… Read More
Corient Acquires Bedrock On April 16, 2026, Corient announced that it acquired Bedrock Group. Corient announced, on April 16, 2026, that it acquired Bedrock Group (\u201cBedrock\u201d). Under the terms of the transaction, Bedrock\u2019s principals will join Corient as partners. Further terms of the deal were not… Read More
Chatham to Acquire Hodes Weill On April 22, 2026, Chatham Financial announced its agreement to acquire Hodes Weill & Associates. Chatham Financial (\u201cChatham\u201d) announced, on April 22, 2026, its agreement to acquire Hodes Weill & Associates (\u201cHodes Weill\u201d). Under the terms of the transaction, Hodes Weill… Read More
Berkshire Global Advisors \u2013 Market Update March 2026 Berkshire Global Advisors published its Market Update for March 2026. The report provides insights into trends and data to navigate the ever-changing private markets, asset and wealth management and financial technology sectors. To read the report: please… Read More
Mariner Acquires Two Advisor Teams On April 16, 2026, Mariner Wealth Advisors announced that it had acquired two advisor teams, one led by Blake and Connor Dunlop, and the other led by Grant Palmer III. Mariner Wealth Advisors (\u201cMariner\u201d) announced, on April 16, 2026, that it… Read More
Corient to Acquire Vivaldi On April 9, 2026, Corient announced its acquisition of Vivaldi Capital Management. Corient announced, on April 9, 2026, its intention to acquire Vivaldi Capital Management (\u201cVivaldi\u201d). Under the terms of the transaction, which is expected to close in the second quarter… Read More