Browsing Category
Capital Connections
How wealth management firms, sources of private capital and recruiting drive growth
We spotlight M&A deals, capital raising transactions, financial advisor recruiting – As well as the wealth management, private equity and venture capital firms and leaders at the center of it all.
10 posts
CUSO Financial Achieves Robust Growth Through Credit Union Focus
Credit Union-Dedicated IBD Explains Why Growth Opportunities Are Greater than Ever for Credit Union Wealth Management Fans of…
Coldstream’s Kevin Fitzwilson: Why Employee-Owned RIAs Offer a Superior Path Forward
With Private Equity Firms Continuing to Gobble Up RIAs at a Breakneck Pace, a Pacific Northwest Independent Wealth…
Hightower’s Bob Oros Supports RIAs via Post-Deal Growth Solutions
Hightower’s Bob Oros Goes Beyond Dealmaking to Emphasize Post-Acquisition Value-Add Solutions for Firm’s RIAs The rapid consolidation of…
Small RIA Owners: How to Address Your Escalating Costs and Complexities
Beyond “Change of Control” Exit Deals, Small RIA Owners with Continued Career Runways See Advantages of Tuck-In Deals…
Edison Partners’ Jennifer Lee on the Future of FinTech Growth
The venture investor backing high-growth start-ups like YieldStreet, MoneyLion and more on how fintech leaders can drive scale…
SageView’s Jeremy Holly on M&A-Driven Growth
SageView Advisory Group’s Addition of Jeremy Holly to Leadership Team Gives Private Equity-Backed RIA a New Edge in…
Complysci’s Amy Kadomatsu Attracts $120 Million Investment
Interest among private equity and venture capital firms in the wealth management space continues to surge, with fintech…
The “anti-private Equity” RIA Deal?
Ann Marie Stonich On Paracle Advisors’ Merger With Coldstream Employee Ownership Takes Center Stage With M&A Deal That…
Why Advisor M&A Deal Talks Fail
When Independent Financial Advisor M&A Deal Talks Fail: The Four Most Frequent Reasons For Prospective Sellers The independent…
Q&A: Stratos Discusses M&A Growth
The Stratos Wealth Holdings story began in 2008, when founder and CEO Jeff Concepcion set out to establish…
