#M&A
13 items tagged m-and-a — posts and signals combined.
Posts
Clearstead Expands to Philadelphia with $5.6B Acquisition from myCIO Wealth Partners
TL;DR Clearstead Advisors acquires a $5.6B AUM advisory team from myCIO Wealth Partners . Move establishes a new Philadelphia hub for Clearstead , bringing…
Beyond the Rebrand: The Hidden Work of RIA Integration
The success of RIA mega mergers hinges not on a new logo, but on the unglamorous, behind the scenes overhaul of operational plumbing. While the industry…
AI for Advisors: Widening the Gap Between RIA Haves and Have-Nots
While proponents tout AI as a democratizing force in financial advice, its current implementation is quietly achieving the opposite: creating a powerful…
The Death of the Static Multiple: Inside the New AI-Powered RIA Deal Structure
Static 3x revenue multiples are an artifact of an analog era, and the widespread adoption of AI is replacing them with dynamic, data driven deal structures…
AI Models Your Life Events and Vets Your Next Acquisition
From Static Plans to Live Life Event Simulation. Comprehensive financial plans are becoming interactive sandboxes. eMoney Advisor 's new simulation engine,…
Your Next Client Isn't Googling 'Financial Advisor'. They're Asking ChatGPT.
To win automated recommendations from AI tools, prioritize technical validation over basic copy Your customers aren't searching for RIAs anymore High net…
Deep Financial Planning and Wealth Tech M&A
Deep Financial Planning, operational velocity, client engagement ROI (Hubly) and continuous, behavioural risk tracking (Nitrogen/Riskalyze), Wealth M&A…
Consolidation, Custodians & Niche Wealth Tools
The Fintech Atlas on this site is updated daily. Please review the various companies across industry sectors, sub capabilities, and company names by…
Signals
Fund administration consolidation continues
Administrators keep buying technology rather than building it, which changes who owns the NAV toolchain.
Clearstead: jobs signal from live news
Clearstead made the deal for the large team a few months after hiring a new head of M&A.
Payward acquires Reap Technologies Holdings Limited — integration roles expected
Payward, a unified financial infrastructure platform advancing an open, global financial system, today announced the completion of its acquisition of Reap Technologies Holdings Limited (“Reap”), a leading stablecoin-native, card issuing and
HIG Capital acquires Premier Forge Group — integration roles expected
The seller is Wynnchurch Capital. The post HIG Capital acquires manufacturer Premier Forge Group appeared first on PE Hub .
San Mateo Midstream acquires Cardinal Midstream — integration roles expected
Based in Dallas, Cardinal is a midstream energy company that acquires, develops, and operates infrastructure for the oil and gas sector. The post San Mateo Midstream to acquire EnCap-backed Cardinal Midstream for $752m appeared first on PE