Browsing Tag
Mergers and Acquisitions (M&A)
136 posts
Firm Specializing in Athletes, Entertainers and HNW Clients Acquired by Creative Planning
The Doman Group, a New York City-based multi-family office, has $400 million in AUM
What One Major Aggregator Looks for When Acquiring 401k Firms
'When we keep bringing on thought leaders, it pushes us all further.'
Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit
'We spend a lot of time talking about whether it’s the right thing to do.'
Retirement Consulting Firms Find New Paths May Be Necessary to Compete
It speaks to the opportunity for firms willing to spend time and effort to understand prevailing market forces
Creative Planning Buys Paradigm Financial Advisors
Acquisition of St. Louis-based RIA firm with over $600 million in AUM will accelerate Creative Planning’s growth in the HNW space
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
CAPTRUST Acquires $100 Billion Retirement Plan Consulting Firm
The acceleration of retirement advisory deals reflects many factors including increasing buyer demand and competition, strong deal terms, and improving buyer platforms
Hub’s Latest Deal: Raffa Financial Services
Acquisition will expand Hub's employee benefits and retirement advisory capabilities in Mid-Atlantic region
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Most recenlty, Bryant was President of National Sales at Hub and author of The Financial Wellness Mandate
HUB RPW Buys Retirement Plan Advisory Firm GRP Financial California
2020 and the first half of 2021 were the busiest periods in the history of retirement plan advisory M&A overall