January 10, 2022

Callodine to Acquire Majority Interest in Thorofare

On December 14, 2021, Callodine Group announced that it will acquire a majority interest in Thorofare Capital.

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January 10, 2022

EP Wealth Acquires Mindful Money

On January 4, 2022, EP Wealth Advisors, LLC announced that it had acquired Mindful Money.

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January 7, 2022

Canaccord Acquires PSW

On December 14, 2021, Canaccord Genuity Group Inc. announced that it will acquire Punter Southall Wealth Limited.

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January 6, 2022

Merchant Acquires Minority Stake in Private Advisor Group

On December 17, 2021, Merchant Investment Management, LLC announced that it had acquired a minority stake in Private Advisor Group.

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January 6, 2022

Wescott Financial Acquires Asset Planning Services

On December 14, 2021, Wescott Financial Advisory Group announced that it had acquired Asset Planning Services, Ltd.

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January 5, 2022

TPG Announces Proposed Initial Public Offering

On December 16, 2021, TPG Inc. announced its proposed its initial public offering of Class A common stock.

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January 5, 2022

CI Financial to Acquire Columbia Pacific

On December 15, 2021, CI Financial Corp. announced that it will acquire Columbia Pacific Wealth Management.

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December 31, 2021

WEG Acquires Vivid

On December 9, 2021, Wealth Enhancement Group announced that it acquired Vivid Financial Management.

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December 29, 2021

Merchant Acquires Stake in Brainvest

On December 14, 2021, Merchant Investment Management, LLC announced it partnered with Brainvest Wealth Management.

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December 29, 2021

MAI Acquires Queens Oak Advisors

On December 13, 2021, MAI Capital Management, LLC announced that it acquired Queens Oak Advisors.

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