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Why the M&A drop-off may already be over | Financial Planning

Why the M&A drop-off may already be over | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Arnold palmerMark mccormackRick buoncoreWealth enhancement groupWealth partners capital groupInternational management groupUniversity of massachusetts amherstSilicon valley bankLincoln financial groupEisenberg school of businessGalway insurance holdingsCetera financial groupInvestment advisors internationalFinancial partnersFinancial groupEnhancement group

The dawning of the unicorpses: The boom and bust of billion-dollar startups

The bubble has burst and not every company will survive.

United statesSaudi arabia generalSaudi arabiaAsh sharqiyahWest palm beachNew yorkMenlo parkLake nonaPalo altoLeo schwartzChris dixonJoe abramsJessica mathewsAsif gigaWarburg pincusStephen catera

RIA Roundup: MAI Acquires More Assets in January Than All of 2023

It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.

United statesEd kuresmanKevin keefeJoe kuoDon broszShawn scottRaymond jamesMike zebrowksiLas vegasMark robertsLarry rothWealthquest corpWealthquest corporationWealth enhancement groupWealth partners capital groupTa associates

$3 3B True North Advisors Lands Two Growth Capital Investors

WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.

United statesFort worthMark gehlbachScott woodNeil whiteGalway holdingsWealth partners capital groupForbes familyDallas based true north advisorsTrue northPresident markWestern alternativeMerit financialWaverly advisorsForbes family trust

Waverly Advisors Adds Largest Firm, $1 5B StrategIQ Financial

The Birmingham, Ala.-based RIA has the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.

United statesMac selverianWealth partners capital groupStrategiq financial groupWaverly advisors