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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.
18 posts
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…
Perigon Sets Sights on UHNW and Multifamily Office Segments
Perigon Acquires Family and Ultra-High Net Worth Specialist, Bolsters Management Team and Expands Atlanta Footprint, Demonstrating Strength of…
M&A Roundtable: Could Rising Interest Rates Drive Higher Valuations for Independent Broker-Dealers?
Gladstone Group, Echelon Partners and Ajax Investment Partners Discuss Whether More Revenues from IBD Cash Sweep Programs Could…
Berkshire’s Bomy Hagopian on Getting the Best M&A Results for Your Firm
Berkshire’s San Francisco Head Explains Best M&A Strategies for Buyers, Sellers and Private Equity If M&A were a…
Highland Capital Brokerage’s Jim Gelder: Why Insurance Solutions Are Increasingly Vital for FAs and Clients
Highland Capital Brokerage’s Latest Acquisition Expansion Moves Show How Insurance and Annuity Products Fit into Financial Advisors’ Toolkits…
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…
