August 11, 2021

GenXFinancial Acquires Boston Partners Financial

On July 28, 2021, it was announced that GenXFinancial, LLC acquired Boston Partners Financial Group, LLC.

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August 9, 2021

New Mountain Invests in Homrich Berg

On July 30, 2021, New Mountain Strategic Equity I, L.P. announced that it made a minority investment in Homrich Berg Partners, LLC.

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August 9, 2021

Bain Capital Invests in Carson Group

On July 14, 2021, Bain Capital, LP announced that it made a minority investment in Carson Group.

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August 9, 2021

Dakota Acquires Persimmon

On July 1, 2021, Dakota Wealth Management, LLC announced that it will acquire Persimmon Capital Management, LP.

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August 6, 2021

Blackstone Invests in GTCR

On July 27, 2021, Blackstone Group announced an agreement to acquire a minority interest in GTCR LLC.

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August 5, 2021

WEG Acquires Fitzgerald

On July 15, 2021, Wealth Enhancement Group LLC announced it had acquired Fitzgerald Wealth Management.

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August 4, 2021

WEG Acquires Oakwood

On July 8, 2021, it was announced that Wealth Enhancement Group, LLC acquired Oakwood Capital Management, LLC.

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August 2, 2021

iM Global partners with Richard Bernstein Advisors

On July 28, 2021, it was announced that Seward & Kissel client iM Global Partner SAS has partnered with Richard Bernstein Advisors LLC.

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August 2, 2021

Emigrant Partners Acquires Minority Interest in Gerber Taylor

On July 22, 2021, it was announced that Gerber Taylor Capital Advisors LP received a minority investment from Seward & Kissel client Emigrant Partners, LLC.

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August 2, 2021

Focus to Partner with Badgley Phelps

On July 1, 2021, Focus Financial Partners Inc. announced it will partner with Badgley Phelps Wealth Managers, LLC.

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