Tag: mergers and acquisitions

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

The transaction will expand Great Gray’s presence in the retirement plan advisory market.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

Hub International, active in retirement plan deals, completed 48 transactions during the year, MarshBerry reported.

The acquisition is OneDigital’s first in the nonprofit sector.

The deal expands Empower’s services into equity compensation administration and management.

The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets.

The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.

Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.

The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.

Citizens adds Boston-based adviser team; SLK Private Wealth welcomes team with over $300 million in client assets; 5 business lines...

Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI...

Sequoia Financial Group acquires Houston-based AltruVista; Evermay Wealth Management announces acquisition of Insight Wealth Management; RIA EP Wealth Advisors adds...

Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.

Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...

Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.

Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services...