Dealmaking

Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.

Orion-Pontera Integration Connects Advisors With Clients' Retirement Accounts

January 29, 2025

Orion-Pontera Integration Connects Advisors With Clients' Retirement Accounts
Sequoia Buys $3.8B Carlson Capital in Minnesota

January 29, 2025

Sequoia Buys $3.8B Carlson Capital in Minnesota
Corient Acquires $10B Multi-Family Office in New York

January 28, 2025

Corient Acquires $10B Multi-Family Office in New York
Integrated Partners Adds $1B Retirement Firm in San Diego

January 15, 2025

Integrated Partners Adds $1B Retirement Firm in San Diego
Mariner to Buy $292B Cardinal Investment Advisors

January 09, 2025

Mariner to Buy $292B Cardinal Investment Advisors
Orion to Acquire Summit Wealth

December 19, 2024

Orion to Acquire Summit Wealth
Corient Acquires $8B RIA in Maine

December 17, 2024

Corient Acquires $8B RIA in Maine