7
Total deals
$294.0M
Total value
$294.0M
Avg deal
$294.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Hall Capital Partners
SEC-registered investment advisor
|
2024-10-16 | Acquisition | Complete | — | Deal → |
| 2 |
Crestone Capital LLC
Crestone Capital, LLC is an independent, multi-family office serving ultra-high-…
|
2024-02-15 | Acquisition | Complete | — | Deal → |
| 3 |
V
Veritable, LP
Veritable is an investment management company offering unbiased and integrated i…
|
2023-07-17 | Acquisition | Complete | $294.0M | Deal → |
| 4 |
R
Rex Capital Advisors
Rex Capital Advisors provides investment advisory and customized family office s…
|
2023-02-27 | Acquisition | Complete | — | Deal → |
| 5 |
Dyson Capital
Dyson Capital provides consulting services to business in the field of wealth ma…
|
2022-07-12 | Acquisition | Complete | — | Deal → |
| 6 |
Advisor Software
Advisor Partners is a boutique investment manager working with a select group of…
|
2022-05-25 | Acquisition | Complete | — | Deal → |
| 7 |
Cornerstone Capital
Cornerstone Capital Group provides investment advisory and wealth management ser…
|
2021-03-01 | Acquisition | Complete | — | Deal → |