M&A
M&A
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The firm is buying City Financial, where brokers oversaw approximately $4 billion, according to the company.
September 14 -
BlackRock is joining firms including Paulson, Manikay Partners and Arrowgrass Capital Partners that have recently raised dedicated merger funds.
September 14 -
After a stormy tenure at the bank, the former Colony and Banyan head goes back to the acquisitions arena.
September 13 -
‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.
September 9 -
The M&A powerhouse targets New England to broaden its footprint.
September 8 -
"The key to success in this deal was finding the right partner," says Haig Ariyan, president of the firm's new Alex. Brown division.
September 6 -
These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.
September 6 -
The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.
August 29 -
What it really takes to transition your practice.
August 29 -
Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.
August 26