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Morgan Stanley Team Joins $6 Billion Wealth Manager in Texas

Americana Partners is adding the group of eight in Midland, Texas, to expand its focus on oil and gas family wealth

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RIA private equity deals drive 2021 M&A | Financial Planning

The 2022 outlook looks to be much the same.

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RIAs Predict the Failure of Private Equity Ownership

'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Procyon CEO Phil Fiore.

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Dallas' Westwood Holdings says takeover bid from Americana Partners is too low

Dallas’ Westwood Holdings says takeover bid from Americana Partners is too low
The bid offers a premium on Westwood’s stock price, but company leaders say it undervalues the investment firm.
Susan Byrne, founder and vice chairwoman of Westwood Holdings Group, at her Dallas office.(Staff Photographer)
Dallas-based financial advisory firm Westwood Holdings has rejected two unsolicited takeover proposals from Houston-based Americana Partners.
The latest $25 a share cash offer from Americana, which has offices in Houston, Dallas and Austin, came a month ago. Americana Partners, founded in April 2019 when former Morgan Stanley managing director Jason Fertitta broke away with an 11-person team, manages $3.5 billion in client assets.

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Mindy Diamond on Independence: Celebrating Independence

Mindy Diamond on Independence: Celebrating Independence
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Morgan Stanley Veteran Thacker Joins $3.5 Billion Americana Partners

Morgan Stanley Veteran Thacker Joins $3.5 Billion Americana Partners
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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