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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.
58 posts
Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet.
Four Summer Deals By LPL, Atria And Cetera Have The Industry Abuzz. Now Let’s Take A Closer Look…
WSR Names M&A 5: Top Wealth Management M&A Investment Bankers
WSR Recognizes Excellence In Industry Service And Leadership Of Banking Veterans From Berkshire, DeVoe, Oppenheimer, Republic And ECHELON…
Creativity Is The Key To Success In RIA M&A
Surging M&A Growth Spurs Creative Responses: Expanding The Market, ‘Acqui-hires’ And Deal Structures It’s no secret the independent…
ECHELON Partners Deals & Dealmakers Summit: Video Q&A Roundup
Industry Leaders Jodie Papike, Shell Black, Alex Goss, Louis Diamond, Amit Dogra And Doug Fritz Share Insights In…
ECHELON Partners Deals & Dealmakers Summit: Insights Recap
M&A Summit Highlights Include Transaction Trends, Private Equity Perspectives, Debates In Deal Structure And Legal Considerations, And Technology…
ECHELON Partners Deals & Dealmakers Summit: Ask The Experts
Rick Dennen, Kathy Freeman And Corey Kupfer Share Expert Insights On M&A Factors For RIAs And Advisors The…
Kingswood Appoints CEO And President For Investment Banking Division
Kingswood Appoints Veterans To Lead Investment Banking Division, Plans To Grow Division And Provide Synergies To Advisors Kingswood…
Guide To Industry Conferences: M&A
Get The Essentials On The ECHELON Partners Deals & Dealmakers Summit And DeVoe & Company’s M&A+ Succession Summit…
Securing Advisor Business Loans For M&A, Succession Planning And More
Experts From SkyView Partners, Live Oak Bank And LaSalle St. Explain How Advisors Obtain Favorable Terms, Expedite The…
The State Of M&A So Far In 2023, And How To Close Your Deals
M&A Activity Faces Headwinds, But Major Deals Are Still Happening. Insights From WSR’s Expert Sources Reveal How Buyers…