Added on January 2018 in M&A Issues
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Summary: In one of the earliest deals of 2018, two RIAs have merged their complementary traditional and social media capabilities to form a new firm with nearly $3 billion in assets under management.
Added on January 2018 in M&A Issues
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Summary: Chicago-based Segall Bryant & Hamill, a registered investment advisory with $12.4 billion in assets under management, plans to acquire Denver Investments, a Denver-based RIA with $7.3 billion in assets. The merger provides Denver Investments with greater scale and improved operational efficiencies, while it expands SBH’s wealth management footprint in the Colorado area.
Added on January 2018 in M&A Issues
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Summary: Last month, at the MarketCounsel Summit in Miami, during a panel discussion about advisory-firm valuations, Rich Gill of Wealth Partners Capital Group cited what might be 2018's most bankable theme in the financial advice space.
Added on January 2018 in M&A Issues
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Summary: Dynasty Financial Partners affiliated RIA DB Root has dipped its toe in the M&A space for the first time. It made a pair of deals that will position it to grow its retirement business, which the firm says isn’t currently getting a significant amount of attention.
Added on January 2018 in M&A Issues
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Summary: The largest insurance company-owned independent broker-dealer has boosted its investment in advisory services, bucking the trend of such firms’ retreat from the space.
