Financial services Mercer Advisors Acquires AFI Wealth StrategiesAFI offers financial management to high-net-worth individuals, families, and their businesses.June 23, 2021
Financial services Apella Capital Acquires Calandra FinancialApella anticipates the deal represents an expansion opportunity in the Southeast.April 05, 2021
Financial services Bluff Point Acquires True North NetworksWith acquisition of True North, Bluff Point anticipates it will meet the demand for cloud-based wealth management.March 23, 2021
Financial services Mercer Global Advisors Acquires Women-Led MWMOak Hill Capital and Genstar Capital are majority owners of Mercer.January 11, 2021
Financial services Wealth Partners Backs Merit FinancialHGGC has also invested in the target, which will look to grow through acquisitions.January 11, 2021
Financial services PE-Backed Mercer Acquires Atlanta FinancialAtlanta is a registered investment adviser founded and led by Julie Andrews.January 07, 2021
Other Sectors Hightower Advisors inks 5th M&A deal this year, hints more to comeThe aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.August 14, 2020
Investment Banking Is the wild ride for the RIA M&A market over?“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.March 18, 2020
Other Sectors OkCupid for advisors: M&A matchmaking service debutsSkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.October 10, 2019
