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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.
49 posts
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…
Jessica Polito’s Insights On The Top Wealth Management M&A Trends Of 2023
Jessica Polito, Founder And Principal At Turkey Hill Management, Discusses The Future Of M&A For Advisors And Their…
RIA M&A Declining, But Future Is Bright
DeVoe’s Q1 RIA Deal Book Reports Decline And Plateau, Interest Rates Hindering Consolidators, Midsize Sellers Plummet And 2023…
Atria To Acquire Grove Point From Kestra
Atria Announced Agreement To Acquire Grove Point From Kestra Holdings, Onboarding Grove Point’s 400 Professionals And $15 Billion…
ECHELON Q1 2023 RIA M&A Report: Deals Bounce Back, PE Firms Surge
Quarterly Wealth Management M&A Deal Volume Increases For The First Time Since Q4 2021 As Deal Valuations And…
Bomy Hagopian’s Quick Takes On The Top Wealth Management M&A Trends Of 2023
Bomy Hagopian, Partner At Berkshire Global Advisors, Provides Her Quick Takes On The M&A Landscape That RIAs And…
David DeVoe Reveals The Top Wealth Management M&A Trends Of 2023
DeVoe & Company CEO David DeVoe Shares M&A Insights On How RIA Buyers And Sellers Are Adapting To…
GeoWealth Acquisition Aims To Enhance Service Offerings
TAMP Acquires Portfolio Management Service With Plan To Combine Technology With Full-Service Approach For Over $21 Billion In…
LaSalle St. Launches Equity-Based Advisor-Owned Business Model
Chicago-Based LaSalle St. Securities Launches Equity Ownership Program for Financial Advisors LaSalle St. Securities recently launched an equity-ownership…
Getting Clarity On TruClarity’s Breakup And Sale
We Explore The Drivers Behind The TruClarity Breakup And Red Flags That Indicate A Firm May Be Heading…