M&A
M&A
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The firm aims to avoid disruptions for its 2,300 advisors — but the pending recapitalization comes as the space consolidates amid shrinking margins.
March 1 -
The firm has bulked up organically. But now it’s time to buy.
March 1 -
The private equity giant with a track record of taking firms public would add the IBD to its list of more than 850 investments for $73 billion worldwide.
February 25 -
The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.
February 22 -
The firm adds a second $1B RIA - and its family office.
February 21 -
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Is the advisor suing his current employer — by accident?
February 20 -
The platform provider will keep its New York offices.
February 19 -
The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.
February 19 -
The hybrid RIA wants to reach $10 billion in assets within four years.
February 15 -
Goldman Sachs is looking to sell more services to midsize companies under a plan to generate $5 billion in additional revenue.
February 13 -
The firm just announced its biggest acquisition in a decade.
February 13 -
Clients have received a combined $3.7 million in settlements involving two barred former reps of the IBD set to be acquired by Atria Wealth Solutions.
February 12 -
Fintechs are also attracting strong PE interest; robos not so much.
February 12 -
Negotiations ended in December because the parties couldn’t agree on a price amid a rout in U.S. stocks, according to people familiar with the matter.
February 12 -
The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.
February 11 -
House prices in the area, already home to Bank of America and Wells Fargo’s East Coast hub, have jumped almost 50% since 2012 and rents downtown have soared.
February 11 -
New M&A and lending services bolster the company’s offering but steep challenges remain.
February 11 -
“The board's record of summarily approving mergers raises doubts about whether it will serve as a meaningful check on this consolidation that creates a new too big to fail bank,” Sen. Elizabeth Warren said in a letter to the Fed.
February 8 -
Nine banks agreed to be sold to credit unions last year. Some industry observers believe that number could double this year.
February 8
