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Axiom Financial Strategies Group Joins Lion Street

Axiom Financial Strategies Group Joins Lion Street
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Lion Street is pleased to announce Axiom Financial Strategies Group as its newest Owner-Firm. This partnership between Lion Street, a premier player in the financial and insurance industry, and Axiom Financial Strategies Group will allow Axiom to offer more targeted and sophisticated solutions to their clients.
We chose to make a strategic affiliation with Lion Street so we could advocate on behalf of our clients and enhance the value we provide - Tim Volk
NEW ALBANY, Ind. (PRWEB)
March 16, 2021
Lion Street is pleased to announce Axiom Financial Strategies Group as its newest Owner-Firm. This partnership between Lion Street, a premier player in the financial and insurance industry, and Axiom Financial Strategies Group will allow Axiom to offer more targeted and sophisticated solutions to their clients. ....

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Wealth Management's Week in M&A | Wealth Management

Wealth Management’s Week in M&A
A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March.
The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business.
The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a firm managing $1.75 billion in assets, to build out additional services for ultra-high-net-worth clients. It also saw new firms crop up as Dynasty Financial Partners helped a former Bank of America Merrill Lynch team that managed $1.2 billion get their bearings as a new independent firm. Snowden Lane also captured a Miami-based team from a major bank. It announced it recruited Armando Ureña of Ureña Wealth Management and his team from Wells Fargo. ....

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PE firm Merchant buys stake in Axiom Financial Strategies

PE firm Merchant buys stake in Axiom Financial Strategies
The deal shows that private equity investors are starting to move down-market to invest in smaller registered investment advisers.
March 5, 2021
Private equity investor Merchant Investment Management has taken a minority ownership stake in Axiom Financial Strategies Group, a $450 million advisory firm based in New Albany, Indiana.
The deal, described as supporting Axiom’s continued “efforts to improve the client experience and financial planning process to meet the changing needs of the businesses and families they serve,” represents a move down-market for the private equity space.
Private equity has been pouring millions into the wealth management space over the past several years, primarily by buying stakes in large consolidators that fuel acquisitions. ....

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