February 10, 2021

Mercer Acquires Pinnacle

On January 19, 2021, Mercer Global Advisors, Inc. announced its acquisition of Pinnacle Wealth Solutions, Inc.

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February 8, 2021

CI Financial to Acquire Segall Bryant & Hamill

On January 25, 2021, CI Financial Corp. announced that it will acquire Segall Bryant & Hamill, LLC.

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February 8, 2021

Piper Sandler Companies Monthly Asset Management Report – December 2020

Piper Sandler Companies published its Monthly Asset Management Report for December 2020, which analyzes general industry information and transaction highlights. To read the report: please click here.

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February 8, 2021

Sammons to Acquire Beacon

On January 25, 2021, Sammons Financial Group, Inc. announced that it will acquire Beacon Capital Management, Inc.

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February 5, 2021

Focus to Partner with Hill Investment

On January 15, 2021, Focus Financial Partners, Inc. announced it would partner with Hill Investment Group, LLC. Under the terms of the transaction, Hill Investment Group, LLC. (“Hill”) will join Focus Financial Partners, Inc. (“Focus”). The transaction is expected to close in the first quarter of 2021, subject to customary…

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February 5, 2021

SVB to Acquire Boston Private

On January 4, 2021, SVB Financial Group announced it will acquire Boston Private Financial Holdings, Inc. Under the terms of the transaction, SVB Financial Group (“SVB”) will acquire Boston Private Financial Holdings, Inc. (“Boston Private”). Boston Private shareholders will each receive $2.10 cash and 0.0228 shares of SVB common stock…

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February 4, 2021

Rockefeller to Acquire Whitnell

On January 5, 2021, Rockefeller Capital Management announced that it will acquire Whitnell & Co. Under the terms of the transaction, Rockefeller Capital Management (“Rockefeller”) will acquire Whitnell & Co. (“Whitnell”). Upon closing, Whitnell’s employees will join Rockefeller. Terms of the deal were not disclosed. Rockefeller, based in New York,…

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February 4, 2021

Cetera Acquires BAR Financial

On January 13, 2021, Cetera Financial Group announced that it had acquired BAR Financial, LLC. Under the terms of the agreement, Cetera Financial Group (“Cetera”) has acquired BAR Financial, LLC (“Bar”). BAR founding partners, John Brackett, Eric A. Huck and Anthony Tarantino will continue as regional directors for three years.

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February 3, 2021

Captrust Acquires MRA Associates

On January 7, 2021, Captrust Financial Advisors, LLC announced its acquisition of MRA Associates. Under the terms of the transaction, Captrust Financial Advisors, LLC (“Captrust”) acquired MRA Associates (“MRA”). The acquisition, financed with a mixture of cash and Captrust stock, closed in November 2020. Further terms of the deal were…

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February 3, 2021

Mercer Acquires McGee Wealth

On January 11, 2021, Mercer Global Advisors, Inc. announced the acquisition of McGee Wealth Management, Inc.

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