Mergers & Acquisitions

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  1. Articles

    Cost pressures compel $24 billion B-D to sell stake to PE firm

    Family-owned brokerage firm Lincoln Investment Planning has sold a 20% stake to Lovell Minnick Partners, a private equity firm.

  2. Articles

    Why this is an exceptional time to be investing in Europe

    Confluence of events make European companies extremely appealing for investors

  1. Articles

    5 ways to prevent acquisition deals from going bad

    There are several key variables that will help determine a positive outcome for a purchase or sale.

  2. Articles

    Stifel could pay up to $200M for Barclays' U.S. wealth unit: Report

    Credit Suisse analysts crunch the numbers following news report brokerage run by CEO Ron Kruszewski is in negotiations to buy the business.

  3. Articles

    The top RIAs pose strong competition to large brokerages

    The top of InvestmentNews' annual ranking of fee-only RIAs features traditional firms that collectively pose a threat to the largest brokerages.(Plus: Our full RIA Rundown 2015 special report)

  4. Articles

    RIA sales undone because of psychology

    In 2014, there were 47 acquisitions of registered investment advisers involving firms with a combined $47.4 billion of assets under management, according to Charles Schwab & Co. That may sound like a like, but it constitutes only one quarter of 1% of the industry's participants.In a new research

  5. Articles

    John Sykes sells brokerage business to Ameriprise

    Deal with Ameriprise could mark the end of the line for John Sykes, who, at one time, hoped to build a brokerage to rival Raymond James.

  6. Articles

    Former Cetera owner Don Marron returns to the investment advice business

    Industry vet says the future lies in retail, with baby boomers retiring and workers being moved to defined contribution plans away from pensions.

  7. Articles

    Price tag is only one factor to consider when acquiring a firm

    Many elements, including whether the new firm is a good cultural and technological fit, should be considered before inking a deal.

  8. Articles

    Donald Marron's Lightyear Capital in deal for majority stake in advisory firm

    Donald Marron's private equity shop in deal for majority stake in Wealth Enhancement Group, a firm that handles $4.7 billion in client assets.

  9. Articles

    Focus invests in its first Canadian advisory firm

    Focus Financial Partners has taken a stake in an 850 million dollar Canadian ($675 million) asset wealth manager in Montreal, representing its first investment in that country.The firm is partnering with Dorchester Wealth Management, which was founded in 1928 in Montreal and serves Canadian,

  10. Articles

    Stifel's purchase of Sterne Agee likely not its last in the broker-dealer space

    The acquisition signals Stifel's interest in growing its wealth management business, though future deals depend on what's available — and at what price, according to CEO Ron Kruszewski.

  11. Articles

    M&A flat as buyers grow disillusioned

    Acquisitions among registered investment advisers were flat last year, as buyers grew more selective about culture and philosophy of firms on the block.

  12. Articles

    Do-it-yourself bond traders are changing Wall Street

    Breakfast with Benjamin: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

  13. Articles

    Selling your practice? Here are the top five things to look for in a buyer

    Remember that the buyer who may be willing to pay the most financially may not always be the best fit.