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Capital Connections
How wealth management firms and sources of private capital drive growth
We spotlight M&A deals, capital raising transactions and the leaders of wealth management, private equity and venture capital firms at the center of it all.
8 posts
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…
