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PE brings a lot to accounting, but it's not for everyone, say experts at Accounting Today's PE Summit.
November 21 -
Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.
January 3 -
Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.
January 3 -
Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.
July 12 -
After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.
June 29 -
The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9 -
The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3 -
The parties are combining forces to offer other practices a longer term alternative to private equity deals.
May 4 -
Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.
May 3 -
The RIA roll-up could make as many as a dozen deals in 2021 through the new source of capital, CEO Marty Bicknell says.
April 27