M&As
AssetMark to Acquire $3B Efficient Advisors, Expanding Asset Management Platform
AssetMark Financial Holdings, Inc. announced plans to acquire Efficient Advisors, LLC, an asset man...Read more
Kimberly-Clark to Acquire Kenvue in $48.7B Deal, Creating Consumer Care Powerhouse
Consumer products company Kimberly-Clark Corporation announced it will acquire Tylenol maker Kenv...Read more
Stifel Sells $9B Independent Advisor Division to Equitable Advisors
Stifel Financial has sold its independent advisors unit to Equitable Advisors, in a deal that would...Read more
Merchants & Marine Bancorp to Acquire Farmers-Merchants Bank & Trust Company
Merchants & Marine Bancorp, Inc., parent company of Merchants & Marine Bank, has agreed to ...Read more
Morgan Stanley to Acquire EquityZen, Expanding Private Markets Platform
Morgan Stanley has agreed to acquire EquityZen, a leading private shares marketplace that has proce...Read more
Ameriprise Adds $1.6B The Atlantic Group from Oppenhimer & Co.
Ameriprise Financial has added a 16-person advisory team from Oppenheimer & Co., where they man...Read more
OnePoint BFG Wealth Partners Purchases $2B Chicago Practice
OnePoint BFG Wealth Partners has acquired Chicago-based advisory practice Spahn Financial Partners,...Read more
MAI Capital Acquires $245M RIA Liberty Private Client
MAI Capital Management has acquired a Florida-based registered investment advisor firm that manages...Read more
Trian and General Catalyst Seeks to Take Janus Henderson Private
Trian Fund Management and investor General Catalyst Group Management have announced a proposal to t...Read more