Financial services Looming Recession Forces Financial Firms to Focus on DivestituresA down market gives an advantage to strategic investors, who stand ready to snap up bargains. January 20, 2023
Private Equity Private Funds and ESG: Where Regulation Meets Market PracticeThe SEC recently proposed new ESG Rules for investment advisers that would, if enacted, impose a stringent new ESG disclosure regime. December 27, 2022
Private Equity A Look at Corsair’s Investment StrategyThe PE firm targets a broad array of middle-market companies in the financial services ecosystem where Corsair has deep sector experience. November 22, 2022
Private Equity Valeas Acquires Minority Stake in Sequoia Financial for $200 MillionSequoia plans to use the money for expansion and to invest in its employees and technology. October 19, 2022
Private Equity Experienced RIA Acquirers are Having an Excellent Year155 RIA deals have been completed in the first eight months of 2022, a 35 percent increase in the same period last year. October 10, 2022
Financial services Generational Shifts, Increasing Regulations Pushes More RIA M&AForty percent of all RIAs are expected to retire by 2029 and roughly one in four do not have a retirement plan. September 23, 2022
Financial services RIA M&A presents a $5T Opportunity for Cash-Rich DealmakersRegulatory changes have made the RIA fiduciary model more attractive for clients and advisors. August 30, 2022
Private Equity Avance Investment Invests in RIA AdvisoryRIA transforms revenue management for Fortune 100 companies and blue chip customers. August 29, 2022