Strategic buyers

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Consolidators are doubling and tripling RIAs' five-year performance.

M&A deals have picked up pace as tech firms bring more complex products to market.

The well-capitalized acquirer completed eight transactions in 2017.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

The deal marks the largest acquisition for the firm year to date.

Sellers should focus on what buyers are really looking for, not just price or assets.

Investment capital has become widely available, but advisors still face challenges.