Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.

Mergers and Acquisitions

The Acquirer's Big-Picture Checklist

By Brian Bunker and Michael O'Brien
Mariner Buys Middle-Market M&A Advisory Shop

September 03, 2024

Mariner Buys Middle-Market M&A Advisory Shop
Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley Units

August 21, 2024

Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley Units
CW Advisors Buys $1.2B Fee-Only RIA

August 20, 2024

CW Advisors Buys $1.2B Fee-Only RIA
Duran's Rise Growth Makes First RIA Investment

August 20, 2024

Duran's Rise Growth Makes First RIA Investment
Larry Swedroe Leaves Buckingham Amid Colony Group Merger

August 12, 2024

Larry Swedroe Leaves Buckingham Amid Colony Group Merger
$3.6B West Coast RIA to Join Colony Group

August 05, 2024

$3.6B West Coast RIA to Join Colony Group
Bluespring Buys $1.35B Wealth Shop

August 01, 2024

Bluespring Buys $1.35B Wealth Shop