M&A
M&A
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The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
June 1 -
Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto
May 31 -
Canada's second-largest bank plans to open 150 U.S. branches by 2027, targeting Florida, North Carolina, South Carolina and Georgia.
May 30 -
Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.
May 19 -
Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.
May 17 -
Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.
May 16 -
True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.
May 15 -
The $1 billion cash injection gives the business an enterprise value of about $5.3 billion.
May 11 -
CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.
May 9 -
One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.
May 8