CEO says the firm's national footprint is taking shape with a pipeline of mid-sized RIA acquisitions fueled by Joe Duran's Rise Growth Partners.
Which sectors have the potential to deliver returns to investors through increased scale?
RIA's latest acquisition boosts Southeast expansion and advisor capabilities.
The $30 billion Overland Park, Kansas-based RIA brings on a Texas tax advisory firm, further integrating services for clients nationwide.
The St. Louis-based RIA joins a select group of firms partnering with Rise as minority staking deals surge across the broader industry.
With M&A deals poised to exceed 300 this year, sub-acquisitions now account for nearly one-third of all RIA transactions thanks to a "maturing" ecosystem.
Also this week, NorthRock Partners added a $2.7 billion advisory firm in California, while Carnegie Investment Counsel deepened its footprint in Florida.
The deal adds hedge fund and private credit operations expertise to growing advisory platform.
The acquisition marks an important boost to the firm's capabilities.
From Bain-backed Carson Group's stock appreciation rights to KKR-backed Beacon Pointe's employee equity pool, acquirers reveal new incentive mix.
Shackleton joins the $86 billion RIA as its M&A strategy puts it among the most active private equity-backed consolidators so far in 2025.
Record deal volume, surging assets, and a wave of mega-transactions define another landmark year for RIA M&A, with strategic buyers dictating the momentum.
The merger announced Thursday rivals other monster deals this year by fellow mega-RIAs Corient and Mariner.
Meanwhile, Americana Partners has expanded its own footprint in Nashville, while BIP boosts its presence in Atlanta.
New alliance strengthens Mercer's appeal to creative-sector high net worth clients.
The move will create a combined firm with $6.6 billion in assets while expanding Badgley Phelps' presence in the Seattle market.
Meanwhile, Carson Group seals its latest full acquisition in Pittsburgh, while Bluespring merges in another Kestra-affiliated firm in Virginia.
Tie-up is a natural evolution of a relationship that has grown over the past decade
The merger between Fifth Third and Comerica aims to accelerate growth, diversify revenue streams, and strengthen the combined bank’s presence in the Southeast, Texas, and California.
Meanwhile, Alera Group has extended its reach in Kansas with two retirement-focused advisors.
