June 24, 2021

Steward Partners Secures Pritzker Investment

On June 9, 2021, it was announced that The Pritzker Organization, L.L.C. made a $100 million minority investment in Steward Partners Global Advisory, LLC.

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June 23, 2021

WEG to Acquire MACRO Consulting

On June 10, 2021, Wealth Enhancement Group, LLC announced that it will acquire MACRO Consulting Group, LLC.

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June 21, 2021

Charlesbank to Partner with Lido Advisors

On May 24, 2021, Charlesbank Capital Partners, LLC announced it will purchase a stake in Lido Advisors, LLC.

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June 18, 2021

WEG to Acquire Hoover Financial

On June 3, 2021, Wealth Enhancement Group announced that it will acquire Hoover Financial Advisors.

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June 17, 2021

Focus to Partner with ARS Wealth

On June 1, 2021 Focus Financial Partners Inc. announced it would partner with ARS Wealth Advisors, LLC.

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June 16, 2021

Procyon Acquires Pivotal Planning

On May 25, 2021, Procyon Partners announced it had acquired Pivotal Planning Group, LLC.

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June 14, 2021

Easterly to Acquire Equity Interest in Snow Capital

On May 18, 2021, Easterly Investment Partners LLC announced that it entered into a definitive agreement to acquire an equity interest in Snow Capital Management L.P.

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June 11, 2021

Mercer Acquires ET George

On May 26, 2021 Mercer Global Advisors Inc. announced it had acquired ET George Investment Management L.L.C.

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June 11, 2021

Savills IM to Acquire DRC

On May 20, 2021, Savills Investment Management LLP announced that it will acquire DRC Capital LLP.

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