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 7, 2021

KKR Selling Stake in Focus Financial

On June 22, 2021, it was announced that Kohlberg Kravis Roberts & Co. L.P. will sell its shares of Focus Financial Partners Inc.

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July 2, 2021

Stratos Purchases Minority Stake in Summit Wealth

On June 22, 2021, Stratos Wealth Enterprises announced that it had purchased a minority stake in Summit Wealth Partners, LLC.

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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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June 25, 2021

Cantor Fitzgerald Acquires Flippin, Bruce & Porter

On June 8, 2021, Cantor Fitzgerald Investment Advisors, L.P. announced it had acquired Flippin, Bruce & Porter Inc.

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