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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.
37 posts
Could The JP Morgan Lawsuit Happen In Our Industry?
Gladstone, DeVoe And NewEdge Discuss Market And Interest Rate Challenges To M&A, Countervailing Forces, Resilience Of RIAs And…
The Heart Of The Deal: DeVoe And Allworth Survey Emotions Of RIA Sellers
Firms Issue White Paper Exploring Emotional Considerations Of RIA Sellers, Reveals Owners Not Only Motivated For Selves, But…
Top M&A And Recruiting Predictions For 2023
Interest Rates Challenge RIAs And Strengthen IBDs, Equity Offers Increase, M&A And Recruiting Converge, Aggregators Of Aggregators On…
Did RIA M&A Just Peak?
DeVoe Q4 Report Shows Ninth Consecutive Record Year, But Weakness In Fourth Quarter DeVoe & Company released its…
ECHELON: 2022 M&A Volume Broke Records, Due To Private Equity Backers
2022 Had 340 M&A Deals – The Most Ever – As Deal Size Declined, According To ECHELON An…
UHNW Insurance Boutique AXG Acquires Philadelphia-Area Firm
Acquisition Strengthens AXG’s Customized Insurance Offerings For UHNW Clients And Families Ultra-high net worth (UHNW) insurance and risk…
ECHELON Advises On Edelman Acquisition Of Erman
Edelman Continues California Footprint Expansion With Los Angeles Area RIA Acquisition Edelman Financial Engines announced the acquisition of…
DeVoe’s Annual RIA M&A Outlook Reveals Lowest Expectations Ever
DeVoe & Company RIA M&A Survey Finds Over Half Of Respondents Expect Lower Valuations And Flat Or Falling…
DeVoe: December Upswing In M&A Activity, 2021 Already Surpassed
DeVoe & Company Reports Rebound In December M&A, Believes Do-It-Yourself Sellers Caused Recent Drop, Gives Insights On January…
DeVoe M&A Alert: The Wheels Fell Off The M&A Train
DeVoe Issues Alert – Deal Volumes Fall In October And November, May Portend Sustained Downturn, But 2022 Still…