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Datos Insights RIA M&A report finds 3 types of dealmakers 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.
/PRNewswire/ Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, has entered into an. ....
The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby. Merchant Investment Management announced Thursday it has acquired a noncontrolling stake in Alaris Acquisitions, a Mooresville, N.C., startup that offers deal origination services for registered investment advisors. Alaris acts as a matchmaker for investment advisory firms looking to buy or sell. It works with firms to identify RIAs that are a suitable target and negotiates the deal, collecting fees from the buying firm only if a deal is closed. For selling firms, that saves the investment banking fees they would normally pay to execute the deal, Alaris executives said. ....