10
Total deals
$372.0M
Total value
$372.0M
Avg deal
$372.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
The Bahnsen Group
The Bahnsen Group offers investment strategies and wealth management services.
|
2026-04-23 | Acquisition | Pending | — | Deal → |
| 2 |
NEPC
NEPC is a financial services company.
|
2024-10-21 | Acquisition | Complete | — | Deal → |
| 3 |
H
Hyman Charles D & Company
Hyman Charles D & Company is an investment management company with investment st…
|
2024-09-12 | Acquisition | Complete | $372.0M | Deal → |
| 4 |
Meyer Capital Group
Meyer Capital Group offers investment process and financial planning services.
|
2023-06-15 | Acquisition | Complete | — | Deal → |
| 5 |
Vigilant Wealth Management
Vigilant Wealth Management is a private wealth management firm specializing in p…
|
2023-05-31 | Acquisition | Complete | — | Deal → |
| 6 |
Trust Company of Illinois
Trust Company of Illinois is a wealth management firm that specialises in financ…
|
2022-01-04 | Acquisition | Complete | — | Deal → |
| 7 |
Farr Miller & Washington
Farr Miller & Washington provides a wide range of financial, retirement planning…
|
2021-07-27 | Acquisition | Complete | — | Deal → |
| 8 |
Bel Air Investment Advisors
Bel Air Investment Advisors focuses on providing customized managed services and…
|
2021-01-04 | Acquisition | Complete | — | Deal → |
| 9 |
HighTower Private Client
HighTower Private Client offers a comprehensive and holistic approach to wealth …
|
2018-04-17 | Acquisition | Complete | — | Deal → |
| 10 |
R
RDM Financial Group
RDM Financial Group, Inc. is the parent company to Retirement Design & Managemen…
|
2015-12-27 | Acquisition | Complete | — | Deal → |