Wealth Management (2)

INVESTMENT MANAGEMENT DEALS BLOG

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

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

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

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

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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