Results for "mergers & acquisitions"

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Better together? Why not all advisory teams are meant to go independent

September 17, 2018

For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free...

Larry Roth links consulting firm with Berkshire Global Advisors

September 12, 2018

Larry Roth, the former CEO of Cetera Financial Group and AIG Advisor Group who is now an industry consultant, has formed an alliance with middle-market investment bank Berkshire Global Advisors to help facilitate acquisition activity within...

Captrust adds $427 million hybrid RIA

September 10, 2018

Captrust Financial Advisors has acquired Morton Wealth Management, a Greensboro, N.C.-based hybrid registered investment adviser with $427 million in client assets. Terms of the deal were not disclosed. Captrust added three advisers to its ranks...

Fleming's Rockefeller Capital may buy into Silicon Valley wealth firm

September 7, 2018

Rockefeller Capital Management is in talks to buy at least part of a Silicon Valley-based wealth adviser from Bank of Montreal as it targets one of the fastest growing sources of affluence in the U.S. The investment firm led by former Morgan...

Focus Financial sees 500 more RIAs as potential acquisitions

August 29, 2018

Fresh from raising $565 million through its July stock sale, Focus Financial Partners sees a marketplace of independent financial advisory firms that is ripe for the pickings. During the company's first earnings call Wednesday since going public...

Mercer Advisors beefs up M&A team to target RIAs

August 22, 2018

Mercer Advisors, which over the past two years has acquired 13 advisory firms with more than $4.2 billion in assets, is doubling down on its acquisition campaign with a string of recent hires to build out its merger and acquisition team. "The...

Acquisition of Cetera being financed through $1 billion junk bond sale

August 21, 2018

Genstar Capital plans to finance the majority of its acquisition of Cetera Financial Group through the sale of $1 billion worth of junk bonds. According to a source close to investment bankers who did not want to be identified, the total price...

Sequoia Financial nears $5 billion in assets with acquisition of LJPR Financial Advisors

August 21, 2018

Sequoia Financial Group has taken another step toward the heavyweight ranks of advisory firms with the acquisition of LJPR Financial Advisors. The addition of Troy, Mich.,-based LJPR, a $776 million firm, pushes Akron, Ohio-based Sequoia to...

Merrill team managing $235 million goes indie with Raymond James

August 20, 2018

A three-adviser team managing $235 million at Merrill Lynch in the Toledo, Ohio, area have created Patton Wealth Management and affiliated the firm with the independent unit of Raymond James. The firm, headed by David Patton, Miles O'Mailia...

Cambridge Investment Research bags mid-sized broker-dealer

August 20, 2018

The consolidation of the brokerage industry continues, and in the latest deal Cambridge Investment Research Inc., one of the largest independent contractor firms, said on Monday it had acquired Broker Dealer Financial Services Corp., a mid-sized...

Bonhill Group completes acquisition of InvestmentNews

August 17, 2018

Bonhill Group Plc has completed its roughly $27.1 million acquisition of InvestmentNews. London-based Bonhill, formerly known as Vitesse Media Plc, announced its intention to acquire InvestmentNews from Crain Communications Inc. on July 31....

Ladenburg platform to help IBDs with succession planning, acquisitions

August 16, 2018

Ladenburg Thalmann Financial Services has a new suite of services and digital tools to help advisers across its subsidiary broker-dealers with succession, continuity and acquisition planning. The platform is part of an ongoing effort by the...

AssetMark to add $5.7 billion in AUM with acquisition

August 13, 2018

AssetMark Inc., a Concord, Calif.-based turnkey asset management program for advisers, has agreed to acquire Global Financial Private Capital, a Sarasota, Fla.-based firm that has $5.7 billion in combined assets under managment on its platforms....

MassMutual is considering sale of OppenheimerFunds division

August 10, 2018

Massachusetts Mutual Life Insurance Co. is weighing a sale of asset manager OppenheimerFunds Inc., which could fetch at least $5 billion, according to people familiar with the matter. The insurer is working with advisers to evaluate a sale,...

Focus Financial adds $3.5 billion Edge Capital Group to its stable

August 2, 2018

In the weeks leading up to its closely watched initial public stock offering, Focus Financial Partners was also busy acquiring the $3.5 billion advisory firm Edge Capital Group. Atlanta-based Edge Capital Group, which operated as Edge Advisors...

Vitesse Media to buy InvestmentNews in $27.1M deal

July 31, 2018

InvestmentNews, the leading source of news, analysis and information to the financial advisory community, is being purchased by London-based Vitesse Media plc. Vitesse, which is publicly traded on the London Stock Exchange's AIM market, has...

Merger and acquisition activity drops dramatically in the second quarter

July 31, 2018

Merger and acquisition activity in registered investment adviser firms dropped dramatically during the second quarter, according to a report from DeVoe & Co. RIA transactions dropped to 32 in the second quarter from a record 49 in the first...

Wealth Enhancement Group adds $350 million planning firm in Florida

July 24, 2018

Wealth Enhancement Group, a Minneapolis, Minn.-based hybrid overseeing $8.9 billion in assets, has agreed to acquire Retirement Strategies Inc., a registered investment adviser and planning firm managing more than $350 million in assets and...

Captrust adds $1 billion RIA in Virginia

July 23, 2018

Captrust Financial Advisors has acquired Catawba Capital Management, a Roanoke, Va.-based RIA managing more than $1 billion in assets. Founded in 1992 and led by partners Terence Crowgey and R. Jay Irons, Catawba is a 10-person firm that serves...

Carson Group takes equity stake in $1.1 billion Pinnacle Financial Group

July 20, 2018

Carson Group announced Friday that it has brought $1.1 billion Pinnacle Financial Group into the fold through an equity partnership option program introduced earlier this year. Michael David, founder and chief executive of Amarillo, Texas,-based...

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