As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.
Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.
A sea change is denoted by a radical transformation that requires a comprehensive revamp of a business’s strategies, systems, processes or structures. This significant change is often driven by major market shifts or threats to the...
The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.
Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.