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has invested in
a portfolio company of
$80 billion
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Industries
Wealth Management
Services
Capital Solutions
has combined with
$35 billion
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Industries
Wealth Management
Services
M&A
has acquired
Largest-Ever CPA-to-Wealth Management Deal
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Industries
Accounting
Services
M&A
has acquired a majority stake in
$5.7 billion
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Industries
Wealth Management
Services
M&A
has merged with
$3.9 billion
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Industries
Wealth Management
Services
M&A
has made a minority investment in
$3.9 billion
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Industries
Wealth Management
Services
Capital Solutions
has been acquired by
$3.6 billion
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Industries
Wealth Management
Services
M&A
has made a minority investment in
$3 billion
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Industries
Wealth Management
Services
Capital Solutions
has acquired
$2.6 billion
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Industries
Wealth Management
Services
M&A
has sold to
$2.7 billion
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Industries
Wealth Management
Services
M&A
has received a strategic, minority investment from
$2.5 billion
Additional Details
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Industries
Wealth Management
Services
Capital Solutions
has acquired
$2.5 billion
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Industries
Wealth Management
Services
M&A
has sold to
$2.6 billion
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Industries
Wealth Management
Services
M&A
has sold to
$2.3 billion
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Industries
Wealth Management
Services
M&A
has made a minority investment in
$1.7 billion
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Industries
Wealth Management
Services
Capital Solutions
has been acquired by
$1.6 billion
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Industries
Wealth Management
Services
M&A
has acquired
$1.5 billion
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Industries
Wealth Management
Services
M&A
has received a strategic, minority investment from
$1.4 billion
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Industries
Wealth Management
Services
Capital Solutions
has acquired
<$1 billion
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Industries
Wealth Management
Services
M&A
has acquired
<$1 billion
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Industries
Wealth Management
Services
M&A
has acquired
<$1 billion
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Industries
Wealth Management
Services
M&A
has made a minority investment in
<$1 billion
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Industries
Wealth Management
Services
Capital Solutions
has made a minority investment in
<$1 billion
more Info
Industries
Wealth Management
Services
Capital Solutions
has merged with
<$1 billion
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Industries
Wealth Management
Services
M&A
has sold to
<$1 billion
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Industries
Wealth Management
Services
M&A
has sold to
<$1 billion
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Industries
Wealth Management
Services
M&A
has sold to
<$1 billion
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Industries
Wealth Management
Services
M&A
has sold to
$1 billion
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Industries
Wealth Management
Services
M&A
has combined with
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Industries
Wealth Management
Services
M&A
has been acquired by
<$1 billion
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Industries
Wealth Management
Services
M&A