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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.
24 posts
Mariner’s $8 Billion Leap Into the Financial Institutions Space
Mariner’s Acquisition of Michigan RIA Opens Door to Bank and Credit Union Wealth Management Platforms, Brings Other Institutional…
M&A Integration Matters More in Turbulent Markets
Dealmaking Is Relatively Easy Compared To Making Deals Work Long Term – Especially When Clients Are Much More…
DeVoe Report: M&A Reaches New Heights Despite Headwinds
Four Quarters in a Row With Over 60 Transactions, Sellers Earning a Premium to Valuations, Consolidators Buy Most…
WEG Continues M&A Surge with Acquisition of Titus Wealth Management
Wealth Enhancement Group’s Seventh Acquisition for 2022 Expands Strategically in Northern California and Strengthens its Retirement Services Private…
ECHELON Report: Will 2022 Shatter M&A Records?
2022 on Pace to Exceed 2021 Record Number of Deals, Deal Size Shows Slight Downtrend, Strategic Acquirers and…
Sanctuary Wealth Onboards Retirement Specialist and FA Firm
Sanctuary Wealth Announces Acquisition of Southeastern Advisor Through Minority Stake Program and Investment in Employer-Sponsored Retirement Plan Consultant …
DeVoe Advises on Alera Acquisition of Wharton
Acquisition Demonstrates Continued Industry M&A Activity, Focus on High Net Worth Segment and Specialized Business Owner Niche Alera…
AssetMark Acquires Fellow TAMP Adhesion to Expand RIA Business
Deal Advisor ECHELON Sees TAMPs as Crucial Wealth Management Infrastructure, Expects More TAMP M&A Activity AssetMark Financial Holdings…
ECHELON and DeVoe Reports: Are RIA Deals Slowing Down?
1Q22 Reports from Investment Bankers Include Insights on Temporary Slowdown in Deals, Wealthtech Predictions, Surge in Sub-Billion Sellers…
Junior Partners Increasingly Buying Into Firm Equity
FP Transitions’ Grau: Junior Equity Buy-Ins on the Rise as Long Term Succession Planning Solution Did you ever…
