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.

Cerulli: Acquisition And Consolidation Reshaping OCIO Industry

Large OCIO Providers Are Consolidating While RIAs Are Acquiring OCIO Providers

By Jeff Berman

/ 22 Nov 2024

Chris Swansey, Associate Director, Cerulli

Models & Taxes: The Path To Higher Firm Valuations

Investment Models And Tax-Smart Tech Can Boost A Firm’s Valuation And Make It More Attractive To Potential Buyers

By WSR Newsroom

/ 19 Nov 2024

Michael Camp, Head of Client Solutions, 55ip

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Technology Has Become A Key Factor In RIA Consolidators’ Offerings To Potential Advisory Firms They Plan To Acquire.

By Jeff Berman

/ 14 Nov 2024

Stephen Caruso, Associate Director, Cerulli

DeVoe: October RIA M&A Activity Reached All-Time Record High

The Month’s 39 Transactions Topped The Prior Peak Of 33 Transactions In January 2021 And Almost Double The 21 Deals Of October 2023.

By Jeff Berman

/ 6 Nov 2024

David DeVoe, CEO and Founder, DeVoe & Company

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Emigrant Partners, Genstar Capital, Motive Partners, Parthenon Capital Partners And Reverence Capital Partners Are The Inaugural CAP 5: Top Private Equity And Capital Growth Partners

By Chris Latham

/ 29 Oct 2024

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

BlackRock And J.P. Morgan Asset Management Stake Dynasty

Existing Investor Charles Schwab Also Participated In The Minority Capital Raise

By Jeff Berman

/ 9 Oct 2024

Shirl Penney, CEO and Founder, Dynasty Financial Partners

TPG Capital Takes ‘Substantial Minority’ Stake In Creative Planning

Private Equity Firm TPG Joins Existing Investor General Atlantic. Transaction Closely Follows TPG Investment In Atlanta RIA Homrich Berg.

By Jeff Berman

/ 2 Oct 2024

Peter Mallouk, President and CEO, Creative Planning

M&A Is Here To Stay – At Least For Now

Take Your Time. Don’t Rush Into The Wrong Deal At The Fourth Quarter For Political Or Tax Reasons.

By WSR Newsroom

/ 1 Oct 2024

Jessica Polito, Founder & Principal, Turkey Hill Management

The Non-Linear View Of Capital Structures

When Going Public Isn’t Necessarily The End Destination

By Julius Buchanan

/ 1 Oct 2024

The Non-Linear View Of Capital Structures

WSR Names M&A 5: Top Wealth Management M&A Professionals

WSR Recognizes Excellence In Industry Service And Leadership Of M&A Veterans From Mariner, DeVoe, Berkshire, Bluespring And Emigrant

By Chris Latham

/ 1 Oct 2024

WSR Names M&A 5: Top Wealth Management M&A Professionals

The Proliferation Of Upstart Boutique Wealth Management M&A Firms

Experts From SEIA, AlphaCore, DeVoe, Turkey Hill, Hue Partners And Lone Willow Discuss What’s Behind The Rise Of New M&A Shops, And Where The Market Is Headed

By Larry Roth

/ 17 Sep 2024

Larry Roth, CEO, Wealth Solutions Report

Wealth.com Closes $30 Million Funding Round Led By GV (Google Ventures)

Alphabet Venture Capital Subsidiary GV Led The Series A Funding Round Designed To Enhance AI Estate Planning

By Jeff Berman

/ 17 Sep 2024

Rafael Loureiro, CEO and Co-Founder, Wealth.com

Capital Connections

Cerulli: Acquisition And Consolidation Reshaping OCIO Industry

Models & Taxes: The Path To Higher Firm Valuations

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

DeVoe: October RIA M&A Activity Reached All-Time Record High

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

BlackRock And J.P. Morgan Asset Management Stake Dynasty

TPG Capital Takes ‘Substantial Minority’ Stake In Creative Planning

M&A Is Here To Stay – At Least For Now

The Non-Linear View Of Capital Structures

WSR Names M&A 5: Top Wealth Management M&A Professionals

The Proliferation Of Upstart Boutique Wealth Management M&A Firms

Wealth.com Closes $30 Million Funding Round Led By GV (Google Ventures)

3 articles left!

Just one quick step