Page 3 - David Devoe News Today

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.

In its fourth deal of the year, Wealth Enhancement Group has added more than $1 billion in assets in Northern California.

David DeVoe is managing partner and founder of DeVoe & Co., a San Francisco-based financial services consulting firm specializing in business strategy, mergers and acquisitions, succession planning and valuations for RIAs.

Turmoil is a time for independent advisors to show why they're worth it.

Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.

Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.

Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.

If sale to PE firm CD&R is negotiated at $53/share, Focus will cease to be a publicly-traded company.

Sleigh bells ring, are you listenin’?

Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.