Yet, even the most beautifully executed weddings do not guarantee a smooth marriage. M&A transactions are no different. While ...

Even as economic uncertainty slows mergers and acquisitions across much of the U.S. economy, industry trackers say they have good reason to believe wealth management will be the exception. Processing ...

Deal activity in the wealth management space continued to break records last year, with 2024 becoming the most active M&A year in industry history, with 336 deals, up 14% from 2023, according to a ...

When a company is being sold, the investment banker will solicit indications of interest from prospective purchasers. Those submitting the most attractive IOIs will be invited to meet the management ...

2024 was a productive year for merger-and-acquisition activity across the wealth management landscape, featuring notable deals such as Wealth Enhancement Group's purchase of Levy Wealth Management ...

Private equity is the “new, prominent player” in the M&A industry, as it private equity-backed deals made up 89% of all transactions during 2024, up from 39% five years earlier, according to a report ...

KPMG Law US has been offering legal services to existing clients since it won approval for an ABS law license in February. While KPMG Law's firm is headquartered in Arizona, which liberalized rules ...