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Local leaders say M&A in wealth management sector isn t letting up, and Dallas is a prime target

Local leaders say M&A in wealth management sector isn t letting up, and Dallas is a prime target
bizjournals.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bizjournals.com Daily Mail and Mail on Sunday newspapers.

United statesFort worthHoulihan lokeyReid johnsonColin carterMatt cooperCatherine leffertEric bennettCarter tollesonLake point advisory groupCi financial corpDevoe coStaff writerDallas business journalPlano based odyssey wealth managementChief investment officer eric bennett

Mercer to Acquire $1 3B RIA ACG Wealth | Wealth Management

ACG Wealth joins Mercer, as the RIA looks to expand its middle- and back-office capabilities.

United statesUnited kingdomFort worthDave bartonJeffreyt shaverMa dave bartonLake point advisory groupCambridge international partnersMercer advisorsMercer vice chairmanInternational partnersDallas fort worthMiller advisorsQuest capital managementGreen bayOak hill capital

US in the news: CI Financial buys Seattle wealth firm

A round-up of people moves and M&A deals across North America

Reid johnsonMelanie riveraDavid munozRaymond jamesStephen mcgovernChristopher ellisMarco ventrellaRajesh nakadiDonna childressFirst republic bankVentrella ellis groupMorgan stanleyMerrill lynchLake point advisory groupBerger financial groupMccutchen group

PE-Backed Mercer Advisors Acquires Lake Point

PE-Backed Mercer Advisors Acquires Lake Point
themiddlemarket.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themiddlemarket.com Daily Mail and Mail on Sunday newspapers.

United statesFort worthReid johnsonDave bartonBrad whiteEpstein whiteDavid bartonPark sutton advisorsLake point wealth managementLake point advisory groupMercer global advisors incOak hill capitalGenstar capitalDallas fort worthBlake pointMercer advisors

Mercer Acquires Dallas Firm With About $700 Million AUM

Mercer Advisors is acquiring Lake Point Advisory Group, a firm in the Dallas-Fort Worth area with about $700 million in assets under management.

United statesFort worthReid johnsonDave bartonLake point advisory groupMercer advisorsDallas fort worthBlake pointVice chairman daveSutton advisorsCapital managementGreen bay