M&A
M&A
-
Sometimes, the best way to keep control is to relinquish it.
May 1 -
"If there are opportunities that present themselves, we will take a look," said U.S. Bank CEO Andy Cecere.
April 30 -
Don’t let them do a deal before you bring up these important topics.
April 26 -
The acquisition of IPI will add about $8 billion to the independent broker-dealer.
April 24 -
Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.
April 19 -
The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.
April 19 -
Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.
April 19 -
With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
April 18 -
The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.
April 13 -
The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.
April 7 -
How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.
April 6 -
Here is how advisory firms should position themselves for acquisition.
April 6 -
The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.
April 5 -
Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.
April 5 -
The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28 -
RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.
March 21 -
The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.
March 13 -
Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.
March 10 -
The S&P 500 Media Index has surged 17% since Nov. 8, while short interest on an ETF tracking the stocks sits at the lowest in more than a year.
March 9 -
Two of its Royal Alliance firms form a $2.5 billion powerhouse.
March 8

















