Added on August 2015 in M&A Issues
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Summary: Working with a mergers and acquisitions specialist will help to achieve a good deal and a smooth transition. They’ll assist in valuations, finding buyers and doing their due diligence. They’re also somewhat of a hand holder for those selling a business for the first time, who likely have many questions and concerns.
Added on August 2015 in M&A Issues
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Summary: In the latest deal between billion-dollar-plus registered investment advisers, Bronfman E.L. Rothschild said Tuesday it had acquired Highline Wealth Management, creating a combined $3.6 billion firm.
Added on August 2015 in M&A Issues
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Summary: Given the massive increase of merger and acquisition activity in wealth management, and understanding the complexity and unique nature of each of these transactions, we have to ask ourselves one very important question: How did our industry ever decide upon using the words “tuck-in” when referring to acquiring someone's business?
Added on July 2015 in M&A Issues
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Summary: The wealth management operation at Barclays may have been a small piece of the British bank's business. But at one point it had become a rising star, one which now appears to be falling.
Added on July 2015 in M&A Issues
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Summary: A half dozen financial advisers from Barclays PLC’s U.S. wealth-management group, including its former head, have left the firm to form a multi-billion-dollar independent practice with national ambitions.
