Financial services Wealth Enhancement Group Adds Foundational Wealth AdvisoryFoundational Wealth Advisory is a hybrid registered investment advisor (RIA) in Macon, Ga. December 28, 2023
Financial services Wealthspire Advisors Purchases Heron WealthHeron Wealth is a New York-based wealth advisory firm that manages approximately $300 million in assets. March 23, 2023
Private Equity The Vistria Group Invests in The Mather GroupVistria will commit significant capital to support TMG's sustained growth across M&A activity and organic development. April 6, 2022
Private Equity Captrust Financial Acquires RinetOverall, this is the 53rd deal made by Captrust since 2006 and the eighth in 2021. December 8, 2021
Financial services PE-Backed Mercer Acquires Atlanta FinancialAtlanta is a registered investment adviser founded and led by Julie Andrews. January 7, 2021