Added on February 2018 in M&A Issues
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Summary: With wealth firms changing hands at a furious pace, some market players are eager to warn would-be sellers that quantity doesn’t equal quality -- and that more transactions hailed means more deals are quietly biting the dust.
Added on February 2018 in M&A Issues
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Summary: Formed last summer by John Copeland, Rich Gill and Sean Bresnan, the executive team that ran the highly successful wealth management division of Affiliated Managers Group, Wealth Partners bought minority stakes in three large regional wealth management firms: Torrance, California-based EP Wealth Advisors, MAI Capital Management in Cleveland and Forbes Family Trust in New York.
Added on February 2018 in M&A Issues
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Summary: Marty Bicknell says his interest in technology startups goes back to the beginning of his professional career. But now, as head of Mariner Holdings, with $46 billion in assets, and one of the largest and most innovative RIAs, tech entrepreneurs are all but unavoidable.
Added on February 2018 in M&A Issues
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Summary: Whether for growth, succession, a need for scale or some combination of those reasons, the number of advisory firm mergers and acquisitions is quickly accelerating.
Added on January 2018 in M&A Issues
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Summary: Whether you’re an employee at one of the major firms, an independent advisor with a broker dealer or the principal of your own RIA, acquiring a book of business is likely a topic that has captured some of your mindshare.
