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.

Genstar Capital Makes Majority Investment In Docupace

FTV Capital Remains Invested In The Provider Of Back-Office Software

By James Miller

/ 24 Jul 2024

ECHELON: Industry Transactions On Track To Be Up 3.4% From 2023

But Quarterly Wealth Management M&A Deal Volume Declined For The Second Straight Quarter, In Line With Historical Results For The Period.

By Jeff Berman

/ 24 Jul 2024

Dan Seivert, Managing Partner and CEO, ECHELON

A Conversation With Sanctuary’s President

Vince Fertitta, President Of Sanctuary Wealth, Speaks With WSR About The Recent Sanctuary Wealth/tru Independence Combination

By Janeesa Hollingshead

/ 1 Jul 2024

Vince Fertitta, President, Wealth Management, Sanctuary Wealth

How Advisors And Firms Actually Maximize Business For M&A Deals

Experts From Sanctuary Wealth, Berkshire Global Advisors, NewEdge Advisors And Householder Group Discuss Pre-Exit Growth Strategies

By Larry Roth

/ 22 Jun 2024

Larry Roth, CEO, Wealth Solutions Report

PE Firms Invest In $9 Billion Utah RIA

Estancia Capital Partners, LLR Partners To Buy About 60% Of Soltis Investment Advisors

By Jeff Berman

/ 9 Jun 2024

Brent D. Moore, Managing Partner, and Kim D. Anderson, CEO and President, Soltis Investment Advisors

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

Sanctuary CEO Malamed’s Successful Deal Creates New RIA Enterprise Leader

By Janeesa Hollingshead

/ 2 May 2024

Adam Malamed, CEO, Sanctuary Wealth, and Craig Stuvland, CEO, tru Independence

Rising Capital Costs, And The Low-Down On RIA Lending

Stubbornly High Interest Rates And Other Forces Have Reshaped RIA Deal Financing

By Janeesa Hollingshead

/ 30 Apr 2024

Rising Capital Costs, And The Low-Down On RIA Lending

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

Current Multiples Are Justified Because Of Fragmentation, Private Equity, And The Advantages Of Acquiring Talent And Clients Rather Than Recruiting Them

By WSR Newsroom

/ 26 Apr 2024

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

PE Firm GTCR To Acquire AssetMark At $2.7 Billion Valuation

Wealthtech Firm’s Board Unanimously Approves Transaction, Which Is Expected To Close In Q4

By Jeff Berman

/ 26 Apr 2024

The Importance Of Liquidity At The Start And Down The Line

Private Advisor Group Exec Discusses Why Liquidity Is Important For Acquisitions Both In the Initial Phase And Post-Acquisition

By James Miller

/ 22 Apr 2024

Donald Stahl, Head of Sales and Solutions, Private Advisor Group

Cerity Partners Merging With Agility

The New York-Based RIA Will Manage About $100 Billion In Client Assets After Acquiring The Investment Outsourcing Business of Perella Weinberg.

By Jeff Berman

/ 10 Apr 2024

Kurt Miscinski, CEO of Cerity Partners, and Chris Bittman, Partner, CEO and CIO of Agility

iCapital To Acquire Wealthtech Firm Mirador

The Purchase Will Enhance iCapital’s Operating System And Data Management Capabilities, It Says.

By Jeff Berman

/ 4 Apr 2024

Lawrence Calcano, Chairman & CEO, iCapital; Joseph Larizza, CEO & President, Mirador

Capital Connections

Genstar Capital Makes Majority Investment In Docupace

ECHELON: Industry Transactions On Track To Be Up 3.4% From 2023

A Conversation With Sanctuary’s President

How Advisors And Firms Actually Maximize Business For M&A Deals

PE Firms Invest In $9 Billion Utah RIA

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

Rising Capital Costs, And The Low-Down On RIA Lending

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

PE Firm GTCR To Acquire AssetMark At $2.7 Billion Valuation

The Importance Of Liquidity At The Start And Down The Line

Cerity Partners Merging With Agility

iCapital To Acquire Wealthtech Firm Mirador

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