Focus go-private deal gets RIA industry praise
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.
Source: financial-planning.com
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Deals and Dealmakers: An M&A Deep Dive
Echelon Partners delves into wealth management M&A with industry experts at its 10th Deals and Dealmakers Summit.
Source: wealthmanagement.com
Dan Seivert Discusses RIA M&A in Light of Current Market Trends
According to Echelon Partners CEO Daniel Seivert, RIA M&A activity is low, valuations will continue to rise, and the market is a mixed bag.
Source: wealthmanagement.com
Captrust takes another big bite out of Texas wealth management
The addition of Covenant Multifamily Offices expands Captrust's Texas footprint and adds $2.6 billion under management.
Source: investmentnews.com
CI Financial buys $5.1 billion Dowling & Yahnke
CI Financial buys $5.1 billion Dowling & Yahnke merger and acquisition words on yellow road sign on blue sky The deal marks the 18th RIA transaction in the U.S. for the Toronto-based aggregator. The transaction is expected to increase CI’s total U.S. assets to $63 billion, and to $230 billion, globally. May 10, 2021 Including sub-acquisitions, this marks CI’s 18 th deal since entering the U.S. wealth management space in early 2020. The transaction is expected to increase CI’s total U.S. assets to $63 billion, and to $230 billion, globally. “D&Y is our second-largest RIA acquisiti...
Source: investmentnews.com