Private equity firms

PE brings a lot to accounting, but it's not for everyone, say experts at Accounting Today's PE Summit.

Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.

Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.

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.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.

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.

The parties are combining forces to offer other practices a longer term alternative to private equity deals.

Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.

The RIA roll-up could make as many as a dozen deals in 2021 through the new source of capital, CEO Marty Bicknell says.

As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.

The deal to buy Wealthstreet Investment Advisors marks half a dozen since the RIA roll-up received a PE investment last year.

Two experienced private equity investors in wealth management struck a deal for a minority stake in one of the industry’s biggest names.

Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.

As wealth managers compete for advisors, the firm picked a former one to lead it.

The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.

Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.

The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.