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The Financial Advisory Deals This Week

Here are the breakaways, mergers and acquisitions, and appointments announced the week of Jan. 25, 2021. WealthManagement.com | Jan 29, 2021 In a week in which financial (and mainstream) media was largely dominated by the evolving Gamestop/Robinhood/Reddit saga, the M&A market, nonetheless, kept chugging along. Cleveland, Ohio–based MAI Capital announced it is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio. Mercer Advisors deepened its hold in the Midwest as it tucked in Marrs Wealth Management, an 11-year-old firm located in Ames, Iowa, according to a company announcement. The Denver-based firm closed the deal on Marrs on Dec. 31, 2020, making it Mercer’s seventh acquisition since November.

Daisuke Iwase, Digital Pioneer in the Insurance Industry Named a Senior Advisor to Omniscience

Press release content from Business Wire. The AP news staff was not involved in its creation. Daisuke Iwase, Digital Pioneer in the Insurance Industry Named a Senior Advisor to Omniscience January 29, 2021 GMT PALO ALTO, Calif. (BUSINESS WIRE) Jan 29, 2021 Daisuke Iwase, Managing Partner at Spiral Capital, has been named senior advisor to Omniscience Corp. of Palo Alto, CA. Iwase has had extensive experience in helping to redefine the life insurance industry throughout Asia. “Omniscience has the opportunity to redefine the life insurance industry with its revolutionary technology that brings new levels of speed and accuracy to decision making processes,” said Mr. Iwase. “Companies that leverage this technology can capture a multidecade compounding advantage.”

Nine Actionable Solutions to Reimagining Board Diversity

Press release content from PR Newswire. The AP news staff was not involved in its creation. “Nine Actionable Solutions to Reimagining Board Diversity” January 25, 2021 GMT Ellig Group is a leader in recruiting and onboarding executive talent, with highly diverse backgrounds and experiences, and helping organizations identify exceptional leaders for their evolving needs. We are reimagining search by providing an expanded platform of services including a holistic approach to talent identification and development through our Executive/Board advisory and assessment capabilities, AI/analytics, as well as our leadership development and onboard programs. elliggroup.com (PRNewsfoto/Ellig Group) Ellig Group is a leader in recruiting and onboarding executive talent, with highly diverse backgrounds and experiences, and helping organizations identify exceptional leaders for their evolving needs. We are reimagining search by providing an expanded platform of services including a holistic

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