For the right firm, the high price tags are appropriate given the growth trajectories. 'If you can acquire a firm and increase the profitability and make them grow faster, you can pay more,' said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+...
CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and it will expand the firm's footprint in the ultra-high-net-worth market.
Hightower will take a stake in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor, its ninth deal this year.
Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, up from the historic average of 30%, according to DeVoe & Company’s latest RIA Deal Book.
Wealthcare Capital Management President Matt Regan discusses the approach his firm takes to thinking about growth on a daily basis.
The Covenant deal, Captrust’s seventh this year, brings the RIA more scale in Texas and continues its strategy of combining retirement plan services with wealth planning.
You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.
Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.
