Deals & People January 9th, 2019 Sheridan Road Financial Sells Practice The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.
Deals & People November 7th, 2018 Victory Capital Purchases Known Military Servicing Investment Firm The firm will continue to supports the needs of the military community and their families.
Deals & People April 30th, 2018 Hellman & Friedman Buying Financial Engines The deal is for $45.00 per share in cash, for a total value of $3.02 billion.
In Practice January 23rd, 2018 2017 Ends With Flurry of RIA M&As There were 41 deals in the fourth quarter.