Compliance Consult
The Value of a VCOC
Investing ERISA plan money via a venture capital operating company.
Reported by
David Kaleda
To access this premium content, please sign up for a free account!
You Might Also Like:
MarshBerry: Wealth Advisory M&A Could Surpass 400 Deals in 2026
While DeVoe & Co. separately tracked a slowdown in sales of registered investment advisers, both firms view the acquisition market...
Grant Thornton Advisors to Buy CBIZ for $5B, Create Stand-Alone Benefits Firm
The spinoff firm will focus on retirement, insurance and payroll services, with backing from private equity firm New Mountain Capital.
Advisory M&A Remains Strong, Despite Mixed Valuation Messages
While DeVoe & Co. found advisory firm buyers expect a decrease in acquisition valuation this year, other consulting firms did not anticipate such a decline.
