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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February 17, 2021

Virtus to Acquire Westchester Capital

On February 1, 2021, Virtus Investment Partners, Inc. announced it will acquire Westchester Capital Management.

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February 12, 2021

MAI to Acquire HW Financial

On January 26, 2021, MAI Capital Management, LLC announced it will acquire HW Financial Advisors.

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February 12, 2021

Hightower Invests in Siller & Cohen

On January 26, 2021, Hightower Advisors, LLC announced its investment in Siller & Cohen Family Wealth Advisors.

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February 12, 2021

Captrust Acquires PWA

On January 29, 2021, Captrust Financial Advisors, LLC announced its acquisition of PWA Wealth Management.

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February 11, 2021

Mercer Acquires Marrs Wealth Management

On January 25, 2021, Mercer Global Advisors, Inc. announced its acquisition of Marrs Wealth Management, LLC.

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February 11, 2021

Summit Financial to Launch Summit Growth Partners

On January 21, 2021, Summit Financial Holdings, LLC announced its partnership with Merchant Investment Management, LLC to launch Summit Growth Partners, a vehicle for minority investments.

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February 11, 2021

Mercer Acquires Hart Capital Management

On January 21, 2021, Mercer Global Advisors, Inc. announced its acquisition of Hart Capital Management, Inc.

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February 10, 2021

Beacon Pointe Acquires CDA and Essex

On January 13, 2021, Beacon Pointe Advisors announced its acquisition of CDA Group, LLC and Essex Wealth Management.

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February 10, 2021

EP Wealth Acquires NewFocus

On January 19, 2021, EP Wealth Advisors, LLC announced its acquisition of NewFocus Financial Group, LLC.

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