Added on July 2018 in M&A Issues
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Summary: Captrust Financial Advisors, which has bought 29 firms in the past 12 years, made its first purchase of 2018, closing a deal to acquire Catawba Capital Management , a Roanoke, Virginia-based advisory firm with around $1 billion in assets under management.
Added on July 2018 in M&A Issues
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Summary: The exuberance currently surrounding mergers and acquisitions "makes me nervous," Liz Nesvold, managing partner of Silver Lane Advisors told advisors at Pershing's RIA Symposium in New York.
Added on July 2018 in M&A Issues
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Summary: Founded in 2007 by high-profile industry dealmaker Mark Hurley, Fiduciary Network has minority stakes in at least 17 independent firms, including Evensky & Katz Wealth Management, Sand Hill Global Advisors and Pathstone Federal Street.
Added on July 2018 in M&A Issues
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Summary: A record 48 mergers and acquisitions took place among registered investment advisory firms in the second quarter, according to Echelon Partners.
Added on June 2018 in M&A Issues
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Summary: Financial advisors who are thinking about selling their firms are confronted by a wide variety of concerns. How do I know I’m getting the right price for my business? How do I know what it’s really worth? What if the buyer has funding trouble and we can’t get the deal done?
