Deals Of The Day: The Latest In Wealth Management M&A – MAI, Beacon Pointe, Savant, Mercer, Others

MAI Capital Management MAI Capital Management, an RIA, has bought Bolan Capital Management for an undisclosed sum. Bolan was founded in 2009...
2 hours ago
from: Family Wealth Report

Finance, Mergers and acquisitions, Registered investment adviser, Wealth management

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- Beacon Pointe Inks 2 Deals That Bring Assets Near $37 Billion
The third and fourth acquisitions of the year for the California firm add $600 million in assets.
from: Barron's

- MAI Capital Management Onboards $238 Million Bolan Team
MAI Capital Management, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth...
from: Pulse 2.0

- RIA Deal Roundup: Several RIAs Announce Deals on First Day of Q4
Mercer Advisors, Savant, Beacon Pointe and Credent are among the RIAs announcing acquisitions on Tuesday.
from: WealthManagement.com

- $37B RIA Beacon Pointe gets bigger with bicoastal deals
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
from: InvestmentNews

- Beacon Pointe Advisors Bridges New Opportunities Through Further Acquisitions
PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") unveils its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and...
from: PR Newswire