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
Other Sectors After baker’s dozen of acquisitions, hybrid RIA gets new PE backerLightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.July 31, 2019
Other Sectors Orion buys Advizr as competition for financial planning tech heats upThe deal underscores an industry trend combining planning with portfolio management.July 11, 2019
Other Sectors Goldman buys United Capital in ‘huge validation’ for RIA businessThe Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.May 16, 2019