Deal volume dropped for the first time in more than a decade, as average deal size increased and private equity continued to play a major role.
The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners.
Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits.
The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.
The Carson Group president discusses how she and the company are investing in women.
