Tag: mergers and acquisitions

USI Consulting Group’s parent company is expected to expand Aon’s ‘middle-market’ insurance platform.

The deal comes days after ProManage’s previous owner was purchased by a management company.

Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management

Under the definitive agreement, Altruist will operate as a standalone business and retain its current leadership and operating model.

When thinking about acquiring, buyers are considering a firm’s cultural fit, client experience and long-term strategic alignment before making an offer. 

The RIA, owned by Carlyle, acquired two wealth-focused firms.

Ascensus is keeping its leadership team and service model.

The transaction will deepen the company’s custom portfolio and investment lineup service capabilities.

The recent acquisitions of NEOS Investments and Innovator Capital Management more than triple Goldman Sachs’ assets in exchange-traded funds.

As part of the transaction, Abry Partners is exiting its investment with Prime Capital Financial.

The spinoff firm will focus on retirement, insurance and payroll services, with backing from private equity firm New Mountain Capital.

Despite slowing from a record first quarter, 120 announced transactions made the past three months the busiest second quarter to...

While DeVoe & Co. found advisory firm buyers expect a decrease in acquisition valuation this year, other consulting firms did not anticipate such a decline.

The venture capital firm, California’s public pension fund and other investors are reportedly paying $2.8 billion for the asset manager.

Experts say an advisory firm founder can optimize operations over several years to increase the firm’s attractiveness to buyers.

David Karr will lead the combined company’s wealth management business.

A study shows more than 39,000 financial advisers changed firms in 2025, marking a third straight year of increased movement.

The acquisition of the Pittsburgh-based retirement solutions provider is expected to close in the third quarter of the year.

Fi3, which has approximately $1.2 billion in assets under management, will operate with the same client and firm leadership team.