Added on January 2015 in M&A Issues
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Summary: While mergers and acquisitions represent an efficient way for firms to achieve growth, finding a ready partner in 2015 will be challenging. Activity in the M&A market heated up in 2014, with no signs of slowing down over the next 12 months.
Added on January 2015 in M&A Issues
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Summary: The year was one of the best for mergers and acquisitions since the passing of the financial crisis. Some 40,298 transactions — worth nearly $3.5 trillion — were announced worldwide in 2014, according to Thomson Reuters, fulfilling the hopes of an industry that has bet on such a resurgence for some time. It was the biggest year in deals since 2007.
Added on January 2015 in M&A Issues
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Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
Added on January 2015 in M&A Issues
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Summary: What’s the price of independence? For Palm Beach Gardens, Fla.-based Banyan Partners, it was $60 million. Most of the firms on our fourth annual list of RIA Leaders get calls from would-be suitors a couple of times a month, even weekly.
Added on December 2014 in M&A Issues
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Summary: The firm just acquired Woodlands, Texas-based Ellis & Ellis, an RIA with $500 million in assets under management, bringing its total 2014 deals to four. But, the United Capital has become more judicious in terms of the advisory firms they bring on, said Matt Brinker, senior vice president of partner development and acquisitions.
