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M&A
iCapital to buy Deutsche Bank’s $2.5B fund portfolio: News Scan
The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.
Market downturn fears, other hot-button issues divide RIA deal makers
The impact of a possible stock market decline, benefits of firm size and the breakaway phenomenon were debated at the Deals & Deal Makers conference.
Captrust's latest deal underscores its ambitious 10-year plan
The retirement powerhouse has made six deals so far this year, most recently acquiring Davidson & Garrard with $685 million in AUM.
How Ron Carson aims to become an RIA 'super firm'
Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.
NPH advisors left with little time to make fraught LPL decision
An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.
RIA sellers are leaving 'tons of money on the table'
Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.
Pax World acquired in $90M sustainable investing deal
The market is estimated to be worth over $8 trillion in the U.S. alone.
With millions of dollars at stake, LPL courts NPH advisors
Bill Morrissey, who is leading the effort, described the firm's rapid, multipronged approach.
MiFID spurs new deals in survival quest
These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.
Focus Financial scores $1.5 billion blockbuster deal
The aggregator has been buying aggressively since an infusion of private equity cash in April.
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