Wealth Management

INVESTMENT MANAGEMENT DEALS BLOG

Emigrant Invests in Koda

May 16, 2022

Focus to Partner with Octogone

May 11, 2022

ECHELON RIA M&A Deal Report – Q1 2022

May 9, 2022

Mercer Advisors Acquires HYA Advisors

May 9, 2022

Stratos Acquires Minority Stake in Veritas Boston

May 2, 2022

Simon Quick Acquires Red Hook

May 2, 2022

WAAM to Acquire Clark Financial

April 27, 2022

Ulrich Acquires Strategic Wealth

April 25, 2022

Creative Planning Acquires Heritage Way

April 25, 2022

Homrich Acquires Oakbridge

April 22, 2022

RBC to Acquire Brewin Dolphin

April 20, 2022

CI Financial Announces IPO

April 18, 2022

Vistria Group Invests in Mather Group

April 18, 2022

Creative Planning Acquires Keystone Wealth

April 18, 2022

GSAM to Acquire NextCapital

April 15, 2022

Goldman Sachs to Acquire NextCapital

April 13, 2022

CI Financial to Acquire Assets of Eaton Vance

April 11, 2022

Hightower Invests in Altium

April 11, 2022

Stratos Wealth Acquires Minority Stake in Robert Patti’s Wealth Manager

April 7, 2022
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Piper Sandler Companies Monthly Asset Management Report – February 2022

April 4, 2022

Creative Planning Acquires Emery Howard

April 4, 2022

Allworth Acquires Horseman

April 1, 2022

Gateway Financial Acquires Advisors’ Pride

March 30, 2022
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Piper Sandler Companies 2021 Asset Manager Transaction Review and 2022 Forecast

March 28, 2022

Fidelity M&A Transaction Report – February 2022

March 28, 2022

Mercer Advisors Acquires Benemark

March 28, 2022

Bluespring Wealth Acquires CD Wealth

March 28, 2022

DeVoe Elevate Event

March 21, 2022

Carlyle to Acquire CBAM

March 21, 2022

Cerity Merges with Investec

March 21, 2022

Merchant Acquires Minority Stake in CBA

March 18, 2022

Aviva to Acquire Succession

March 16, 2022

Stratos Acquires Majority Stake in NSC Asesores

March 14, 2022

Cerity Merges with Daintree

March 14, 2022

Blackstone Invests in ASK

March 14, 2022

Buckingham to Acquire Lumia

March 11, 2022

Creative Planning Acquires TDG

March 10, 2022

Integrity Marketing Group Acquires Foschini

March 9, 2022

Stratos Acquires Minority Stake in BWM

March 9, 2022
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Piper Sandler Companies Monthly Asset Management Report – December 2021

March 7, 2022

Heightened Scrutiny of Private Equity: Effect on RIA Acquisition Market

March 7, 2022

Mariner Wealth to Acquire Arbor Wealth

March 7, 2022

Rosemont Acquires Minority Stake in Veris

March 4, 2022

Allworth Acquires JFA

March 4, 2022

Merchant Acquires Minority Stake in TruVestments

March 3, 2022

CI Financial to Acquire Corient

March 2, 2022

Mountain Capital Partners with Merchant

February 28, 2022

Kingswood to Acquire Allotts Financial Services

February 28, 2022

Merchant Acquires Minority Stake in RWA

February 25, 2022

Beacon Pointe Acquires Altavista Wealth Management

February 24, 2022

Merchant Acquires Minority Stake in Fusion Family Wealth

February 24, 2022

Merchant Acquires Minority Stake in Inspirion

February 23, 2022

Creative Planning Acquires JBJ Invest

February 21, 2022

Envestnet Acquires Non-Controlling Stake in Ellevest

February 18, 2022

SageView Acquires Capital One Investing’s Portfolio Assets

February 18, 2022

HGGC and Wealth Partners Invest in Apella

February 18, 2022

UBS to Acquire Wealthfront

February 16, 2022

Bluespring Wealth Acquires Security Financial

February 16, 2022

Dakota Wealth Acquires Pineno Levin

February 14, 2022

Facet Raises $100 Million in Series C Round

February 11, 2022

Merchant Partners with Southwestern Investment Group

February 11, 2022

Baird Acquires Hefren-Tillotson

February 11, 2022

NFP Merges Lenox and Wealthspire

February 9, 2022

ECHELON RIA M&A Deal Report –2021

February 7, 2022

Creative Planning Acquires Paradigm

February 7, 2022

Beacon Pointe Acquires Five RIAs

February 3, 2022

Captrust Acquires Crescent and New Market

February 2, 2022
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Piper Sandler Companies Monthly Asset Management Report – December 2021

January 31, 2022

Creative Planning Acquires Reilly

January 31, 2022

CI Financial to Acquire Northwood

January 28, 2022

Merit Merges with Biltmore and Stone Creek

January 27, 2022

Merchant and Summit to Make Strategic Investment in Fieldpoint

January 27, 2022

Mercer Advisors Acquires Cordasco

January 26, 2022

DeVoe & Company RIA M&A Deal Report – Q4 2021

January 24, 2022

Republic Capital 2022 Emerging Leaders Awards

January 24, 2022

Penfund Invests in Mariner

January 24, 2022

Wealth Enhancement Group to Acquire The Gensler Group

January 21, 2022

Parthenon to Acquire RSM US Wealth Management

January 21, 2022

Laird Norton Merges with Wetherby

January 19, 2022

Beacon Pointe Partners with Pacific Edge

January 14, 2022

Mariner Acquires Cascadia

January 14, 2022

Perigon Acquires Baker & Associates

January 13, 2022

LGT to Acquire Crestone Wealth

January 12, 2022

Hightower Acquires TC Wealth

January 10, 2022
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Piper Sandler Companies Monthly Asset Management Report – November 2021

January 10, 2022

EP Wealth Acquires Mindful Money

January 10, 2022

Canaccord Acquires PSW

January 7, 2022

Wescott Financial Acquires Asset Planning Services

January 6, 2022

CI Financial to Acquire Columbia Pacific

January 5, 2022

WEG Acquires Vivid

December 31, 2021

Merchant Acquires Stake in Brainvest

December 29, 2021

MAI Acquires Queens Oak Advisors

December 29, 2021

Hightower Acquires Stake in 6 Meridian

December 27, 2021

Everest Prices Initial Public Offering

December 27, 2021

MAI Acquires Hochman Cole

December 23, 2021

Bluespring Wealth Acquires Capital Planning

December 22, 2021

Emigrant Partners Acquires Minority Interest in Beaird Harris

December 20, 2021

CI Financial to Acquire RegentAtlantic

December 20, 2021

Altamont Invests in Horizon

December 17, 2021

Captrust Acquires RINET

December 16, 2021

Hightower Acquires Stake in Clear Perspective

December 16, 2021

Focus to Partner with Cassady

December 15, 2021

Focus to Partner with Alley Company

December 15, 2021

CI Private Wealth Acquires Matrix

December 13, 2021

Aspiriant Merges with HearthStone

December 13, 2021

Mariner Wealth to Acquire Robinson, Tigue, Sponcil

December 13, 2021

Creative Planning Acquires Dashboard

December 10, 2021

WEG Acquires Cardan

December 10, 2021

Beacon Pointe Partners with Rosenthal

December 10, 2021

Wealthspire to Acquire Private Ocean

December 10, 2021

RGT Acquires Odyssey

December 10, 2021

Savant Acquires Filbrandt

December 10, 2021

Cerity to Merge with Bingham, Osborne & Scarborough

December 6, 2021
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Piper Sandler Companies Monthly Asset Management Report – October 2021

December 6, 2021

Mariner Wealth to Acquire Savant Investment

December 6, 2021

Warren Averett Partners With Wealth Partners Capital and HGGC

December 6, 2021

The Colony Group to Acquire Derby & Company

December 2, 2021

Wipfli To Acquire Redwood

December 2, 2021

Lockton to Partner with Creative Planning

December 1, 2021

Sequoia to Acquire NCA Financial Planners

November 29, 2021

CI Financial to Acquire Gofen and Glossberg

November 29, 2021

Bravura Capital invests in Venturi

November 29, 2021

Allworth Financial to Partner with RG Capital

November 24, 2021

Allworth Financial to Partner with DeGreen

November 24, 2021

Pure Financial to Acquire Kaufman Kampe

November 22, 2021

IDB Bank and Lido Advisors Announce Joint Venture

November 22, 2021

Fiducian to Acquire People’s Choice Financial Planning Business

November 22, 2021

Savant Receives Strategic Investment from Kelso

November 18, 2021

Focus to Partner with Mosaic Family Wealth

November 17, 2021

Dakota Wealth Acquires American Capital

November 12, 2021

Mercer Advisors Acquires Lake Point

November 12, 2021

Mariner Wealth Acquires Barley Mill Asset Management

November 11, 2021

Hightower Acquires Stake in Bluerock

November 10, 2021
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Piper Sandler Companies Monthly Asset Management Report – September 2021

November 8, 2021

DeVoe & Company RIA M&A Deal Report – Q3 2021

November 8, 2021

Bluespring Wealth Acquires Ritter Daniher

November 5, 2021

Fairport Wealth Acquires FMA Advisory

November 4, 2021

WEG to Acquire TWEG

November 3, 2021

WEG to partner with Carroll Financial

November 3, 2021

WEG to Acquire QCI

November 1, 2021

Captrust Acquires Covenant

November 1, 2021

ECHELON RIA M&A Deal Report – Q3 2021

November 1, 2021

Apella to Partner with Wealth Partners Capital Group

October 29, 2021

Wealthspire to Acquire Private Capital Group

October 29, 2021

Flexpoint to Acquire Clearstead

October 29, 2021

Hub International Acquires Millennium

October 28, 2021

Hightower Invests in Alexandria Capital

October 27, 2021

Hightower to Invest in Landsberg Bennett

October 27, 2021

CI Financial to Acquire McCutchen

October 25, 2021

Connectus to Acquire NorthCoast

October 25, 2021

Mariner Wealth to Acquire FCG Advisors

October 25, 2021

EP Wealth Acquires Homewood

October 22, 2021

Cresset Merges with Berman Capital Advisors

October 22, 2021

Beacon Pointe Acquires Stonegate

October 21, 2021

Allworth Acquires Novak

October 21, 2021

Focus to Acquire NEIRG

October 20, 2021

Sanctuary Wealth Acquires a Stake in InnoVise

October 18, 2021

CI Financial Acquires Portola

October 18, 2021

Integrity Marketing Group Acquires WealthFirm

October 15, 2021

GYL Financial Synergies to acquire Wechter Feldman

October 15, 2021

Coldstream Merges with Rosenbaum Financial

October 14, 2021

Bluespring Wealth Acquires Hedeker Wealth

October 13, 2021

Mariner Wealth to Acquire Pinnacle Group

October 12, 2021

Buckingham to Acquire The Planned Approach

October 12, 2021

Buckingham Strategic Wealth to Acquire Siena Capital

October 7, 2021

WEG Partners with Walnut Creek

October 7, 2021

Hightower Advisors to Invest in Investment Security Group

October 7, 2021

Simplicity Acquires Sawtooth

October 4, 2021

MAI Capital Acquires Geier Asset Management

October 1, 2021

Focus to Partner with Cardinal Point

September 30, 2021

LeoGroup Merges with Capital and BFT Financial

September 29, 2021

TRIA Capital Acquires Minority Interest in Modera Wealth

September 29, 2021
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Tiedemann and Alvarium to Combine with Cartesian Growth

September 27, 2021
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Piper Sandler Companies Monthly Asset Management Report – August 2021

September 27, 2021

Beacon Pointe Acquires Northstar

September 23, 2021

Avantax to Acquire Headquarters Advisory Group

September 22, 2021

Kudu Acquires Minority Interest in Douglass Winthrop

September 20, 2021

Nesvold Acquires Minority Interest in Republic Capital

September 20, 2021

Onex to Invest in WEG

September 20, 2021

Colony Group to Acquire Legacy Wealth

September 16, 2021

CI Financial to Acquire Budros, Ruhlin & Roe

September 15, 2021

Focus to Partner with Ancora

September 13, 2021

DeVoe M&A+ Succession Summit

September 13, 2021

Merit Financial Acquires Consilium

September 10, 2021

Webinar: Clearing the Path to Securing Capital

September 3, 2021

WEG Acquires Serafini

September 2, 2021

Hightower Acquires Farr, Miller & Washington

September 1, 2021

Merchant Acquires Stake in Concurrent

August 30, 2021

Savant to Acquire Treybourne Wealth

August 27, 2021

LGT to Acquire Minority Stake in LIQID

August 26, 2021

Mariner Wealth to Acquire Channel Islands

August 25, 2021
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Piper Sandler Companies Monthly Asset Management Report – July 2021

August 23, 2021

Mariner Wealth to Acquire AdvicePeriod

August 20, 2021

New Mountain Invests in Homrich Berg

August 9, 2021

WEG Acquires Oakwood

August 4, 2021

Emigrant Partners Acquires Minority Interest in Gerber Taylor

August 2, 2021

Emigrant Partners Acquires Minority Interest in Verdence Capital

July 26, 2021

Dakota Wealth to Acquire Persimmon

July 16, 2021

Colony Group to Acquire New Providence

July 15, 2021

Captrust Acquires Stewardship

July 12, 2021

Steward Partners Secures Pritzker Investment

June 24, 2021

WEG to Acquire MACRO Consulting

June 23, 2021

WEG to Acquire Hoover Financial

June 18, 2021
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Piper Sandler Companies Monthly Asset Management Report – April 2021

June 14, 2021

CI Financial to Acquire Dowling & Yahnke

May 24, 2021

MAI Acquires MWM Investment

May 12, 2021

Sequoia and Wealthstone to Merge

April 26, 2021

Mercer Acquires Epstein & White

March 29, 2021

CI Financial to Acquire Majority Stake in Brightworth

March 22, 2021
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Piper Sandler Companies 2020 Asset Manager Transaction Review and 2021 Forecast

March 22, 2021

Axiom Financial to Partner with Merchant

March 18, 2021
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On March 9, 2021, Seward & Kissel client iM Global Partner SAS announced that it will acquire...

March 15, 2021

Summit Partners Acquires Majority Stake in Adviser Investments

March 8, 2021
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IMAS 2020 Annual Review of the UK Investment Sector

March 5, 2021

IK Investment and ICG to Partner with Formuesforvaltning

March 4, 2021

SCS Capital to Acquire Matheys Lane

March 3, 2021

Captrust Acquires Genovese

February 18, 2021

MAI to Acquire HW Financial

February 12, 2021

Captrust Acquires PWA

February 12, 2021

Mercer Acquires Marrs Wealth Management

February 11, 2021

Beacon Pointe Acquires CDA and Essex

February 10, 2021
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Piper Sandler Companies Monthly Asset Management Report – December 2020

February 8, 2021

SVB to Acquire Boston Private

February 5, 2021

Merchant Acquires Stake in Miracle Mile

January 21, 2021

Wealth Enhancement Group Acquires Financial Wealth Management

January 13, 2021

Emigrant Partners Acquires Minority Interest in Ulrich Investment

January 11, 2021

$4.8 Billion Team Launches NewEdge Wealth

January 8, 2021

MAI Partners with Smith Capital

January 7, 2021

MassMutual to Acquire Flourish

January 6, 2021
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FWM Holdings Announces Merger with Stanhope Capital Group

November 30, 2020

Emigrant Partners Acquires Minority Interest in Hollencrest

August 17, 2020

Kudu Acquires Minority Interest in Sequoia Financial Group

July 13, 2020

Emigrant Partners Acquires Minority Interest in Pure Financial Advisors

June 1, 2020

Emigrant Partners Acquires Minority Interest in Parallel Advisors

May 11, 2020

Emigrant Partners Acquires Minority Interest in Stratos Wealth

April 13, 2020

Kudu Acquires Minority Stake in First Long Island Investors

August 5, 2019

Kudu Acquires Minority Stake in Bingham, Osborne & Scarborough

October 22, 2018
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Minority stake sales prop up investment management dealmaking activity

August 21, 2017

Timing of CIBC’s wealth management deal in US raises questions

July 14, 2017
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