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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Atlantic Swiss

In network coverage since October 20, 2026 · 4 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedWealthspire · Ground Control Business Management · $1B — coverage
Oct 19, 26Deal announcedWealthspire · Ground Control Business Management · $1 — coverage
Oct 19, 26Deal closedWealthspire · Ground Control Business Management — coverage
Sep 30, 25Deal closedWealthspire · Ground Control Business Management · $1B
Network coverage
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
M&A · Oct 23Lido co-CEO floats cross-border wealth deals for $42.5B RIA
M&A · Oct 20Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager
The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B
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