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.
Added on July 2015 in M&A Issues
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Summary: Are you ready to sell your business? OK! But before you cash out, you’ll need to find potential buyers. Middle market companies should generally be marketed to two broad groups of potential buyers: financial buyers and strategic buyers.
Added on July 2015 in M&A Issues
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Summary: In the course of trying to expand his business, advisor Derek Holman is reaching out to smaller competitors throughout the West. But after more than a year of negotiations with a handful of select practice owners, the managing director at EP Wealth Advisors in Torrance, Calif., reports he’s yet to find just the right fit.
Added on July 2015 in M&A Issues
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Summary: So far this year, merger and acquisition activity in the registered investment advisor space has hit record levels, and the average size of deals are bigger than ever, according to new data by DeVoe & Company.
Added on July 2015 in M&A Issues
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Summary: Integrating a swashbuckling, entrepreneurial wealth management firm into a staid, buttoned-down private banking culture isn't easy: just ask Boston Private Bank & Trust.
