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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Sequoia Financial Group to Buy Zeke Capital Advisors
Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.
Source: wealthmanagement.com
Focus Financial Negotiating Sale to PE Firm CD&R
If sale to PE firm CD&R is negotiated at $53/share, Focus will cease to be a publicly-traded company.
Source: wealthmanagement.com
An old-fashioned Christmas carriage ride
Sleigh bells ring, are you listenin’?
Source: paysonroundup.com
Dynasty Financial ditches IPO, sells stakes to Schwab and private equity firm
Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.
Source: financial-planning.com