Lincoln International Acquires MarshBerry
As part of the transaction, Atlas Merchant Capital agreed to sell its interests in MarshBerry to Lincoln International.
Tag: MarshBerry
RIAs Continue to Accelerate Tremendous M&A Pace
Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners...
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.