Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
After clicking on a story, use the back arrow in your browser to return to your search results. Use phrases "in quotes" or the tools below to better filter your results.
This is premium content

To read the full story, please upgrade your plan.

Upgrade plan
Login to your account

Wealth Enhancement Group

image
Financial Services
RIA Megadeals Squeeze the Middle Market
Smaller RIA owners increasingly want a larger share of the value sponsors expect to create after closing.
August 4, 2026
consolidation
Financial Services
New Players Target Untapped Niche in the RIA Sector: Minority Stakes
A new breed of investors is stepping in to fuel RIA growth for advisors looking to build rather than retire.
October 10, 2024
image
Financial Services
RIA M&A presents a $5T Opportunity for Cash-Rich Dealmakers
Regulatory changes have made the RIA fiduciary model more attractive for clients and advisors.
August 30, 2022
image
Other Sectors
After baker’s dozen of acquisitions, hybrid RIA gets new PE backer
Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.
July 31, 2019

Trending

1.
Middle-Market M&A Finally Finds Its Footing
July 9, 2026
2.
2026 M&A Private Credit Study: Market Outlook & Predictions
July 6, 2026
3.
Secondaries Edge: CVs Come of Age—and Under Scrutiny
July 8, 2026
4.
PE-Backed Pye-Barker Fire & Safety Purchases ResponseTECH
July 9, 2026
5.
2026 M&A Private Credit Study: Risk & Performance Metrics / AI & Private Credit
July 7, 2026
6.
War Tech Ignites M&A
July 13, 2026
7.
Secondaries Edge: Smaller Sponsors, Sovereign Sellers and Tougher Standards
July 22, 2026
8.
Inside the Lower Middle Market’s Two-Track Deal Sourcing Strategy
July 20, 2026
9.
Morgan Stanley Expects Record $6.4T Global M&A Market in 2026
July 9, 2026
image
Great Hill Partners Adds John Wernz
Wernz will work with Great Hill to identify and pursue investment opportunities within the wealth management and wealth technology industries.
June 27, 2023