July 21, 2021

XML Financial to Acquire Collins Investment Group

On July 1, 2021, XML Financial Group announced that it will acquire Collins Investment Group.

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July 19, 2021

American Trust to Acquire LT Trust

On June 24, 2021, American Trust Company announced it will acquire LT Trust Company.

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July 19, 2021

U.S. Bank to Acquire PFM’s Asset Management Business

On July 8, 2021, U.S. Bancorp d/b/a U.S. Bank announced its agreement to acquire PFM Asset Management LLC.

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July 16, 2021

Dakota Wealth to Acquire Persimmon

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

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July 15, 2021

Colony Group to Acquire New Providence

On July 1, 2021, it was announced that The Colony Group, LLC will acquire New Providence Asset Management L.P.

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July 14, 2021

Savant to Acquire AMDG Financial

On June 29, 2021, it was announced that Savant Wealth Management will acquire AMDG Financial and AMDG Business Advisory Services.

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July 12, 2021

Barings LLC Continues iM Global Support

On July 7, 2021, Barings LLC announced it will continue to support Seward & Kissel client iM Global Partner SAS with its future acquisitions and strategic growth.

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July 12, 2021

Captrust Acquires Stewardship

On June 9, 2021, Captrust Financial Advisors, LLC announced its acquisition of Stewardship Financial Advisors, LLC.

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July 9, 2021

CI Financial to Acquire Radnor Financial

On June 28, 2021, CI Financial announced it has agreed to buy RIA Radnor Financial Advisors

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July 8, 2021

Mercer to Acquire AFI Wealth

On June 23, 2021, it was announced that Mercer Global Advisors, Inc. will acquire A. Farah Investments, L.L.C. dba AFI Wealth Strategies.

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