February 24, 2021

Lane Brothers & Co. Joins Carson Partners Network

On February 11, 2021, Lane Brothers & Co. announced its decision to join Carson Partners’ network.

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February 22, 2021

EQT to Acquire Exeter

On January 26, 2021, EQT AB announced that it will acquire Exeter Property Group, LLC.

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February 22, 2021

Oxford Properties to Acquire M7 Real Estate

On January 26, 2021, Oxford Properties Group announced that it will acquire M7 Real Estate Ltd.

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February 19, 2021

Cetera to Acquire Voya Financial Advisors

On February 8, 2021, Cetera Financial Group, Inc. announced that it will acquire assets related to Voya Financial, Inc’s financial planning division, Voya Financial Advisors.

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February 19, 2021

Creative Planning Acquires IRON Financial’s Retirement Division

On February 4, 2021, Creative Planning Inc. announced that it will acquire IRON Financial’s retirement division.

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February 18, 2021

Vintage Acquires Corfe

On January 27, 2021, it was announced that Vintage Wealth Management Limited has acquired Corfe Wealth Management Limited.

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February 18, 2021

LPL Financial to Offer M&A Financing Service

On February 11, 2021, it was announced that LPL Financial LLC will offer an M&A financing business for its advisors.

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February 18, 2021

Captrust Acquires Genovese

On February 3, 2021, Captrust Financial Advisors, LLC announced its acquisition of Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC.

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February 17, 2021

Cairn Capital to Acquire Bybrook Capital

On February 2, 2021, Cairn Capital Group Ltd. announced it will acquire Bybrook Capital LLP.

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