Business Services Lee Equity Partners Invests in PCSPCS Retirement delivers retirement plans to business owners, school districts, municipalities, not-for-profits and individuals. March 5, 2024
Financial services Mainsail Financial Group Acquires John L. Gunn & AssociatesJohn L. Gunn & Associates LLC is a Portland-area registered investment advisory firm. January 5, 2024
Financial services RIA Creative Planning Continues Expansion Despite Challenging Macro TrendYounger consumers are shunning professional advice while AI looms on the horizon to challenge the value of human advice. October 10, 2023
Technology JLL Purchases KCAKensington Capital Advisors is a North Carolina-based derivatives and structured finance advisory firm. April 18, 2023
Financial services Ex-Goldman Banker Matt Edgar Launches Mid-Market Investment BankEdgar says mid-market companies "have the same, if not greater, corporate finance needs as larger businesses." April 6, 2023
Financial services Parsonex Purchases E. Magnus OppenheimE. Magnus Oppenheim is an advisor to individual investors, institutions, trusts, foundations and pension plans. March 17, 2023
Financial services Apella Buys Clarity Wealth ManagementClarity offers financial planning, portfolio creation, asset management and tax planning services. March 7, 2023
Private Equity Flexpoint-Backed Clearstead Purchases Avalon TrustAvalon offers services across investment management, trust, family office administration and financial planning services. March 1, 2023