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- 5SI - 5https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/SI%20-%205.mp4541nonohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-03-29https://imdealsblog.sewkis.com/eqt-to-acquire-baring-pe-asiahttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-30https://imdealsblog.sewkis.com/heightened-scrutiny-of-private-equity-effect-on-ria-acquisition-markethttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-06https://imdealsblog.sewkis.com/2023-btg-symposium-panel-discussion-how-to-define-a-superior-returnhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%202%2c%20Question%2010.mp4/medium.jpgPanel 2, Question 10Panel 2, Question 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2, Question 1Panel 2, Question 1https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%202%2c%20Question%201.mp4549nonohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-04-25https://imdealsblog.sewkis.com/beacon-pointe-partners-with-rosenthalhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/betashares-to-merge-its-managed-accounts-division-with-investsensehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-08-18https://imdealsblog.sewkis.com/rithm-capital-to-acquire-crestlinehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-09-24https://imdealsblog.sewkis.com/sequoia-acquires-altruvistahttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-04-29https://imdealsblog.sewkis.com/on-january-9-2025-coldstream-wealth-management-announced-that-it-acquired-harrison-berkman-claypool-guard-and-hbc-financial-serviceshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-02-19https://imdealsblog.sewkis.com/tcw-acquires-etf-business-of-engine-no-1https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-09-06https://imdealsblog.sewkis.com/prime-capital-to-merge-with-sugarloafhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-03-03https://imdealsblog.sewkis.com/alltown-acquires-silicon-valley-wealth-and-hall-private-wealthwehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-12-27https://imdealsblog.sewkis.com/hightower-to-make-strategic-investment-in-nepchttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-11-11https://imdealsblog.sewkis.com/pgim-to-acquire-majority-stake-in-deerpathhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-05-26https://imdealsblog.sewkis.com/houlihan-lokey-asset-and-wealth-management-market-update-q1-2025https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-07-28https://imdealsblog.sewkis.com/kkr-partners-with-beacon-pointehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/rosemont-to-take-minority-stake-in-hartlandhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-30https://imdealsblog.sewkis.com/fairport-wealth-acquires-fma-advisoryhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-07https://imdealsblog.sewkis.com/p10-prices-initial-public-offeringhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-07https://imdealsblog.sewkis.com/2023-btg-symposium-panel-discussion-three-dominant-factors-likely-to-further-consolidate-and-change-in-the-mutual-fund-and-registered-fund-businesshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%202%2c%20Question%207.mp4/medium.jpgPanel 2, Question 7Panel 2, Question 7https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%202%2c%20Question%207.mp4290nonohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-05-29https://imdealsblog.sewkis.com/lgt-to-acquire-minority-stake-in-liqidhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/nrep-to-acquire-m3-real-estate-credit-businesshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-31https://imdealsblog.sewkis.com/carson-wealth-invests-in-white-emberhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-02-01https://imdealsblog.sewkis.com/mercer-global-advisors-acquires-kingfisher-capitalhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-11-06https://imdealsblog.sewkis.com/wealth.com-establishes-strategic-partnership-with-merithttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-01-08https://imdealsblog.sewkis.com/mercer-to-acquire-secorhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-03-26https://imdealsblog.sewkis.com/blackrock-will-acquire-spiderrockhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-03-28https://imdealsblog.sewkis.com/civc-to-acquire-a-majority-stake-in-cary-streethttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-05-05https://imdealsblog.sewkis.com/wealth-enhancement-group-acquires-sadoffhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-10-26https://imdealsblog.sewkis.com/eolas-capital-invests-in-harmony-capital-advisorshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-04-05https://imdealsblog.sewkis.com/callodine-to-acquire-majority-interest-in-thorofarehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-07https://imdealsblog.sewkis.com/creative-planning-acquires-emery-howardhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-20https://imdealsblog.sewkis.com/rockefeller-capital-to-acquire-greer-andersonhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-04https://imdealsblog.sewkis.com/new-mountain-invests-in-homrich-berghttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-03-30https://imdealsblog.sewkis.com/schwab-to-acquire-forge2025-11-17https://imdealsblog.sewkis.com/creative-planning-acquires-kistler-tiffanyhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-10-09https://imdealsblog.sewkis.com/hightower-acquires-farr-miller-washingtonhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/marshberrys-report-q1-2025-investment-sector-ma-market-updatehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-05-12https://imdealsblog.sewkis.com/matter-merges-with-iwphttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-11-26https://imdealsblog.sewkis.com/julius-baer-increases-stake-in-kairos-to-100https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-30https://imdealsblog.sewkis.com/macquarie-to-acquire-central-parkhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/emigrant-invests-in-steelpeakhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-02-13https://imdealsblog.sewkis.com/kudu-investment-management-acquires-a-minority-stake-in-radcliffe-capital-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-07-11https://imdealsblog.sewkis.com/hightower-invests-in-highlandhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-09-05https://imdealsblog.sewkis.com/assetmark-acquires-adhesion-wealthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-01-09https://imdealsblog.sewkis.com/sherman-company-asset-wealth-management-ma-2025-mid-year-updatehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-07-21https://imdealsblog.sewkis.com/hightower-bellevue-merges-with-sovereignhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-12-14https://imdealsblog.sewkis.com/waverly-advisors-acquires-derbend-asset-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-05-29https://imdealsblog.sewkis.com/charles-schwab-acquires-family-wealth-alliancehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-02-01https://imdealsblog.sewkis.com/mercer-to-acquire-cardanohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.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1, Question 5Panel 1, Question 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-advisors-asset-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-02-15https://imdealsblog.sewkis.com/rise-growth-takes-minority-stake-in-krilogyhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-11-06https://imdealsblog.sewkis.com/mariner-wealth-acquires-heber-fuger-wendinhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-08-22https://imdealsblog.sewkis.com/bluespring-wealth-acquires-rodgers-associateshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-08-21https://imdealsblog.sewkis.com/echelon-ria-ma-deal-report-q3-2021https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/focus-to-partner-with-octogonehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-05-11https://imdealsblog.sewkis.com/berkshire-global-advisors-may-2020-perspectives-publicationhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-03-31https://imdealsblog.sewkis.com/alphacore-to-merge-with-callanhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-04-21https://imdealsblog.sewkis.com/orix-to-acquire-majority-stake-in-hilcohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-08-28https://imdealsblog.sewkis.com/assetmark-to-acquire-adhesion-wealthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-06-27https://imdealsblog.sewkis.com/modern-wealth-acquires-barber-financial-osiwala-financial-and-financial-securityhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-05-15https://imdealsblog.sewkis.com/captrust-acquires-southern-wealth-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-07-27https://imdealsblog.sewkis.com/mercer-global-advisors-acquires-m-j-smithhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-05https://imdealsblog.sewkis.com/cary-acquires-keene-dorchakhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-05-14https://imdealsblog.sewkis.com/alphacore-to-acquire-entrust-wealthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-03-12https://imdealsblog.sewkis.com/2023-btg-symposium-panel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1, Question 8Panel 1, Question 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2, Question 2Panel 2, Question 2https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%202%2c%20Question%202.mp4133nonohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-04-25https://imdealsblog.sewkis.com/willis-towers-watson-to-acquire-integra-capital-limitedhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-31https://imdealsblog.sewkis.com/dakota-wealth-to-acquire-c2c-wealth-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-12-22https://imdealsblog.sewkis.com/j-p-morgan-to-acquire-remaining-stake-in-china-international-fund-managementhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-05https://imdealsblog.sewkis.com/mesirow-acquires-bastionhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-01-13https://imdealsblog.sewkis.com/weg-to-acquire-tweghttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-07https://imdealsblog.sewkis.com/lido-to-acquire-avitashttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-01-06https://imdealsblog.sewkis.com/eastspring-to-acquire-thanachart-fundhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-31https://imdealsblog.sewkis.com/dakota-wealth-acquires-american-capitalhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/echelon-ria-ma-deal-report-q1-2023https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-04-24https://imdealsblog.sewkis.com/ci-financial-to-acquire-majority-stake-in-brightworthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-04https://imdealsblog.sewkis.com/wealthspire-to-acquire-marin-financialhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-09-24https://imdealsblog.sewkis.com/bmo-to-acquire-burgundyhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-06-30https://imdealsblog.sewkis.com/gp-stakes-how-are-valuation-gaps-bridged-in-a-transactionhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/SI%20-%206.mp4/medium.jpgSI 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1, Question 9Panel 1, Question 9https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/Panel%201%2c%20Question%209.mp4251nonohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-06-18https://imdealsblog.sewkis.com/bw-forsyth-makes-a-strategic-investment-in-matter-family-officehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-10-30https://imdealsblog.sewkis.com/beacon-pointe-acquires-hemingtonhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-12-01https://imdealsblog.sewkis.com/world-investment-advisors-acquires-boston-harbor-wealth-advisorshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-08-07https://imdealsblog.sewkis.com/corient-acquires-palo-alto-wealthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2026-02-18https://imdealsblog.sewkis.com/kovitz-to-acquire-fort-pitt-capitalhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-10-24https://imdealsblog.sewkis.com/edelman-financial-engines-acquires-smart-investorhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-08-15https://imdealsblog.sewkis.com/merit-acquires-rothhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-02-05https://imdealsblog.sewkis.com/minority-stake-sales-prop-up-investment-management-dealmaking-activityhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-04https://imdealsblog.sewkis.com/bluespring-acquires-christopher-streethttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-10-04https://imdealsblog.sewkis.com/northrock-acquires-parksidehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-07-30https://imdealsblog.sewkis.com/ashton-thomas-acquires-day-haganhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-10-30https://imdealsblog.sewkis.com/perpetual-to-sell-wealth-management-business-to-bainhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2026-03-25https://imdealsblog.sewkis.com/retirement-planning-acquires-watters-financial-serviceshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-08-30https://imdealsblog.sewkis.com/sanctuary-acquired-tru-independencehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-05-24https://imdealsblog.sewkis.com/waverly-acquires-promushttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-12-31https://imdealsblog.sewkis.com/visionpoint-merges-with-navitashttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-05-27https://imdealsblog.sewkis.com/gtcr-to-acquire-assetmarkhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-05-13https://imdealsblog.sewkis.com/mercer-acquires-vishria-birdhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-04-21https://imdealsblog.sewkis.com/nassau-invests-in-balance-pointhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/robertson-stephens-acquires-ratio-wealth-grouphttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-08-14https://imdealsblog.sewkis.com/manulife-to-acquire-cqshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-11-27https://imdealsblog.sewkis.com/echelon-ria-ma-deal-report-q2-2023https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2023-07-10https://imdealsblog.sewkis.com/jeff-ringdahl-investment-insight-exchange-series-article-2https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-08-30https://imdealsblog.sewkis.com/clearstead-acquires-clariushttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2026-02-11https://imdealsblog.sewkis.com/falconx-to-acquire-21shareshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-11-26https://imdealsblog.sewkis.com/arete-acquires-portsmouthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-06-18https://imdealsblog.sewkis.com/focus-acquires-aderohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2025-06-06https://imdealsblog.sewkis.com/barings-to-acquire-artemishttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-03-24https://imdealsblog.sewkis.com/summit-financial-to-launch-summit-growth-partners-2https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-03-30https://imdealsblog.sewkis.com/aspen-acquires-blueskyhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Dea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ivate-oceanhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-04-07https://imdealsblog.sewkis.com/constellation-wealth-acquires-a-minority-stake-in-aviorhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-06-10https://imdealsblog.sewkis.com/wealthspire-to-acquire-roundanglehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-12-03https://imdealsblog.sewkis.com/wealth-solutions-report-monetization-advicehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-12-01https://imdealsblog.sewkis.com/flexpoint-invests-in-public-trust-advisorshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-01-29https://imdealsblog.sewkis.com/advanced-retirement-strategies-joins-carson-partnershttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-01-24https://imdealsblog.sewkis.com/cresset-to-acquire-connablehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2024-06-17https://imdealsblog.sewkis.com/allworth-acquires-ryanhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-01-15https://imdealsblog.sewkis.com/cerity-to-merge-with-permithttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-05-18https://imdealsblog.sewkis.com/kennedy-lewis-announces-strategic-investment-from-petershillhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272024-04-15https://imdealsblog.sewkis.com/creative-planning-acquires-telarray-advisorshttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272023-03-27https://imdealsblog.sewkis.com/lightyear-and-ontario-teachers-acquire-allworthhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2022-03-31https://imdealsblog.sewkis.com/blackstone-makes-minority-investment-in-itehttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272025-04-16https://imdealsblog.sewkis.com/choreo-to-acquire-assets-of-northeast-and-herbeinhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path27https://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogo2026-02-02https://imdealsblog.sewkis.com/allworth-acquires-horsemanhttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/IM%20Deals%20Updated%20Logo.pngIMDealsUpdatedLogoIMDealsUpdatedLogohttps://8692053.fs1.hubspotusercontent-na1.net/hubfs/8692053/IM%20Deals%20Blog/Path%2027.pngPath27Path272022-04-20https://imdealsblog.sewkis.com/arax-acquires-uscwahttps://8692053.fs1.hubspotusercont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