Added on November 2018 in M&A Issues
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Summary: Early Solo Practitioner, Richmond, VA Area
Added on November 2018 in M&A Issues
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Summary: Registered investment advisor Mercer Advisors Inc. has announced the acquisition of boutique wealth management firm Beacon Wealth Management.
Added on September 2018 in M&A Issues
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Summary: Aggregators, traditional private equity firms, minority-interest private equity firms, family offices and various lenders are all in on the act. There are huge differences between them, however, and navigating the options is like running across a minefield. The wrong deal may blow you team to smithereens. The right partner, on the other hand, can help you address succession and liquidity needs and grow your business to the next level.
Added on September 2018 in M&A Issues
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Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
Added on August 2018 in M&A Issues
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Summary: The merger between LJPR Financial Advisors and Sequoia Financial Group can be compared to a blind date gone perfectly right.
