Every deal in the consolidation wave — who is buying whom, on what thesis, and what the structures say about the multiple environment. 17 stories this week · 131 total.
The CEO told BMO's Brennan Hawken a combination must leave Stifel trading higher, and pointed to EPS up 406% since 2016.
The Oct. 15 deal hands integration work to a startup founded in 2024 whose CEO, Mark Swan, was an Amazon intern in 2020.
Clark Abbott and Robert Hartinger bring more than 190 clients and three colleagues, and the release puts Captrust at 470 employees in Raleigh.
The deal adds institutional consulting for foundations, endowments and nonprofits, and Milwaukee becomes the firm's first Wisconsin office.
DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.
Original analysis from PWD Editors, built from our data and many sources.
The week's deal, movement and flow data show consolidation and recruiting still running, but leverage, custody minimums and metered vendor costs are shifting the bill to RIAs.
A $714 million median disclosed deal, $6.8 billion of moving advisor books and Mariner's $150 million loan add-on show financing and integration setting the pace.
Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.