Christopher Frieden

09 Mar 2020|United States|Asset Managers and Custodians

17 Dealmakers

8 Target | 9 Bidder

£ 249 M

Value

Target: BEACON POINTE ADVISORS LLC

Bidder: ABRY PARTNERS LLC

6 Service Providers

09 Mar 2020|United States|Asset Managers and Custodians

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

Target: FERRELL WEALTH MANAGEMENT INC

Bidder: ABRY PARTNERS LLC

6 Service Providers

01 Mar 2021|United States|Asset Managers and Custodians

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

Target: CORNERSTONE CAPITAL GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

19 Dealmakers

9 Target | 10 Bidder

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

13 Jan 2021|United States|Asset Managers and Custodians

22 Dealmakers

10 Target | 12 Bidder

n/a

Value

Target: ESSEX WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

12 Jan 2021|United States|Asset Managers and Custodians

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

Target: INDEPENDENCE ADVISORS

Bidder: MODERA WEALTH MANAGEMENT

6 Service Providers

01 Apr 2021|United States|Asset Managers and Custodians

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

Target: WEALTHSTREET INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

7 Dealmakers

01 Mar 2021|United States|Asset Managers and Custodians

n/a

Value

Target: WEALTH DESIGN LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

6 Dealmakers

04 May 2021|United States|Private Equity

n/a

Value

Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC

Bidder: CREATIVE PLANNING INC

5 Service Providers

03 May 2021|United States|Private Equity

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

Target: DMJ WEALTH ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

20 Apr 2021|United States|Private Equity

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

Target: DR SAUR FINANCIAL INC

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

7 Dealmakers

10 May 2021|United States|Asset Managers and Custodians

n/a

Value

Target: DOWLING & YAHNKE

Bidder: CI FINANCIAL CORP

6 Service Providers

24 May 2021|United States|Asset Managers and Custodians

15 Dealmakers

11 Target | 4 Bidder

n/a

Value

Target: LIDO ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

8 Service Providers

4 Target | 4 Bidder

24 Dealmakers

13 Target | 11 Bidder

n/a

Value

03 Feb 2021|United States|Management Consulting

Target: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

28 Jun 2021|United States|Asset Managers and Custodians

5 Dealmakers

4 Target | 1 Bidder

n/a

Value

Target: RADNOR FINANCIAL ADVISORS

Bidder: CI FINANCIAL CORP

6 Service Providers

2 Target | 3 Bidder | 1 Vendor

10 Dealmakers

5 Target | 4 Bidder | 1 Vendor

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

14 Sep 2021|United States|Investment Banking

Target: PORTOLA PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

27 Jul 2021|United States|Asset Managers and Custodians

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

Target: FARR MILLER & WASHINGTON

Bidder: HIGHTOWER INC

6 Service Providers

21 Sep 2021|United States|Asset Managers and Custodians

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

Target: WALNUT CREEK WEALTH MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

5 Service Providers

04 Nov 2021|United States|Asset Managers and Custodians

12 Dealmakers

8 Target | 4 Bidder

n/a

Value

Target: WESTEND ADVISORS

Bidder: VICTORY CAPITAL

7 Service Providers

3 Target | 4 Bidder

17 Dealmakers

11 Target | 6 Bidder

£ 351 M

Value

07 Oct 2021|United States|Asset Managers and Custodians

Target: SAVANT WEALTH MANAGEMENT

Bidder: KELSO & CO

3 Service Providers

29 Jun 2021|United States|Financial Data and Systems

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

Target: AMDG BUSINESS ADVISORY SERVICES

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

11 Aug 2021|United States|Asset Managers and Custodians

Target: TREYBOURNE WEALTH PLANNERS

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

04 Oct 2021|United States|Asset Managers and Custodians

Target: STONEGATE CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

8 Dealmakers

06 Dec 2021|United States|Asset Managers and Custodians

n/a

Value

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

02 Nov 2021|United States|Asset Managers and Custodians

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

Target: ROSENTHAL RETIREMENT PLANNING

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

8 Dealmakers

17 Aug 2021|United States|Asset Managers and Custodians

n/a

Value

Target: NORTHSTAR INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

01 Sep 2021|United States|Financial Data and Systems

11 Dealmakers

3 Target | 8 Bidder

n/a

Value

Target: RAINIER FINANCIAL GROUP

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

22 Feb 2022|United States|Asset Managers and Custodians

12 Dealmakers

4 Target | 8 Bidder

n/a

Value

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

05 Jan 2022|United States|Asset Managers and Custodians

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

Target: BROUWER & JANACHOWSKI

Bidder: CERITY PARTNERS

5 Service Providers

17 Dec 2021|United States|Management Consulting

10 Dealmakers

6 Target | 4 Bidder

n/a

Value

Target: PRIVATE ADVISOR GROUP

Bidder: MERCHANT INVESTMENT MANAGEMENT

4 Service Providers

18 Nov 2021|United States|Asset Managers and Custodians

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

Target: REDWOOD WEALTH MANAGEMENT

Bidder: WIPFLI FINANCIAL ADVISORS

3 Service Providers

18 Jan 2022|United States|Asset Managers and Custodians

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

Target: CENTURY WEALTH MANAGEMENT

Bidder: KKR & CO

6 Service Providers

4 Target | 2 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

16 Mar 2022|United States|Asset Managers and Custodians

Target: WORLD INVESTMENT ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

17 Dealmakers

15 Target | 2 Bidder

n/a

Value

31 Mar 2022|United States|Management Consulting

Target: ALTIUM WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

04 Apr 2022|United States|Asset Managers and Custodians

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

Target: OAKBRIDGE PARTNERS

Bidder: HOMRICH BERG

3 Service Providers

7 Dealmakers

02 May 2022|United States|Management Consulting

n/a

Value

Target: GOLDSTEIN GROUP

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

10 Feb 2022|United States|Asset Managers and Custodians

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

Target: ALTAVISTA WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

6 Dealmakers

08 Jun 2022|United States|Management Consulting

n/a

Value

Target: WHARTON BUSINESS GROUP

Bidder: ALERA GROUP

5 Service Providers

12 Jul 2022|United States|Asset Managers and Custodians

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

Target: DYSON CAPITAL PARTNERS

Bidder: PATHSTONE

4 Service Providers

03 Aug 2022|United States|Asset Managers and Custodians

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

Target: GLADSTONE WEALTH PARTNERS

Bidder: INTEGRITY MARKETING GROUP

5 Service Providers

17 Aug 2022|United States|Diversified Financials

44 Dealmakers

12 Target | 32 Bidder

n/a

Value

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

24 Aug 2022|United States|Asset Managers and Custodians

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

Target: BENCHMARK PRIVATE WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

26 Jul 2022|United States|Diversified Financials

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

Target: FRONTIER WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

8 Dealmakers

16 Aug 2022|United States|Asset Managers and Custodians

n/a

Value

Target: ISI FINANCIAL GROUP

Bidder: GREENSPRING ADVISORS

4 Service Providers

6 Dealmakers

15 Sep 2022|United States|Asset Managers and Custodians

n/a

Value

Target: SADOFF INVESTMENT MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

19 Oct 2022|United States|Asset Managers and Custodians

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

Target: SEQUOIA FINANCIAL GROUP

Bidder: VALEAS CAPITAL PARTNERS

8 Service Providers

6 Target | 2 Bidder

12 Dealmakers

7 Target | 5 Bidder

£ 176 M

Value

22 Sep 2022|United States|Asset Managers and Custodians

Target: FOURTHOUGHT PRIVATE WEALTH

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

01 Dec 2022|United States|Investment Banking

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

Target: REGIS MANAGEMENT COMPANY

Bidder: MERCER ADVISORS

4 Service Providers

01 Dec 2022|United States|Full Line Insurance

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

Target: WILLOW STREET GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

06 Jun 2022|United States|Software

Target: TIMESCALE

Bidder: ONEDIGITAL

3 Service Providers

3 Dealmakers

30 Mar 2022|United States|Asset Managers and Custodians

n/a

Value

Target: FINANCIAL MANAGEMENT CONCEPTS

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

5 Dealmakers

04 Oct 2022|United States|Asset Managers and Custodians

n/a

Value

Target: WORLD TREND FINANCIAL

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Dec 2022|United States|Asset Managers and Custodians

n/a

Value

Target: BARIL ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

5 Dealmakers

04 Oct 2022|United States|Management Consulting

n/a

Value

Target: TERRY LOCKRIDGE & DUNN

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Jul 2022|United States|Asset Managers and Custodians

n/a

Value

Target: ALLIANT WEALTH ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Nov 2022|United States|Asset Managers and Custodians

n/a

Value

Target: SFG INVESTMENT ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

5 Dealmakers

01 Apr 2024|United States|Asset Managers and Custodians

n/a

Value

Target: WILBANKS AND THOMAS ASSET MANAGEMENT

Bidder: FLEXPOINT FORD

4 Service Providers

7 Dealmakers

31 Jan 2024|United States|Diversified Financials

n/a

Value

Target: WEALTHSOURCE PARTNERS LLC

Bidder: ONEDIGITAL INVESTMENT ADVISORS

3 Service Providers

8 Dealmakers

18 Jan 2024|United States|Diversified Financials

n/a

Value

Target: ENGRAVE WEALTH PARTNERS

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

04 Jun 2024|United States|Asset Managers and Custodians

6 Dealmakers

6 Bidder

n/a

Value

Target: JOSLIN CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

05 Jun 2024|United States|Diversified Financials

14 Dealmakers

6 Target | 8 Bidder

n/a

Value

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

07 Jun 2024|United States|Asset Managers and Custodians

16 Dealmakers

14 Target | 2 Bidder

n/a

Value

Target: THE CONNABLE OFFICE INC

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

06 Jun 2024|United States|Diversified Financials

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

Target: SOLTIS INVESTMENT ADVISORS

Bidder: ESTANCIA CAPITAL PARTNERS

9 Service Providers

3 Target | 6 Bidder

15 Dealmakers

8 Target | 7 Bidder

n/a

Value

20 Aug 2024|United States|Diversified Financials

Target: BLEAKLEY FINANCIAL GROUP

Bidder: RISE GROWTH PARTNERS

4 Service Providers

11 Jul 2024|United States|Private Equity

15 Dealmakers

12 Target | 3 Bidder

n/a

Value

Target: C&J WEALTH ADVISORS

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

3 Bidder

9 Dealmakers

9 Bidder

n/a

Value

29 Apr 2024|United States|Diversified Financials

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

19 Aug 2024|United States|Diversified Financials

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

Target: AGILI

Bidder: CW ADVISORS

3 Service Providers

26 Sep 2024|United States|Asset Managers and Custodians

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

Target: HOMRICH BERG

Bidder: TPG GROWTH

10 Service Providers

4 Target | 3 Bidder | 3 Vendor

49 Dealmakers

10 Target | 30 Bidder | 9 Vendor

n/a

Value

01 Oct 2024|United States|Private Equity

Target: BRIDGE ADVISORY

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

01 Oct 2024|United States|Private Equity

13 Dealmakers

2 Target | 12 Bidder

n/a

Value

Target: CHARLESTON INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

8 Dealmakers

16 Oct 2024|United States|Asset Managers and Custodians

n/a

Value

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

02 Oct 2024|United States|Diversified Financials

Target: MATTER FAMILY OFFICE

Bidder: BW FORSYTH PARTNERS

3 Service Providers

24 Oct 2024|United States|Financial Data and Systems

9 Dealmakers

8 Target | 1 Bidder

n/a

Value

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

11 Dec 2024|United States|Asset Managers and Custodians

Target: WMS PARTNERS

Bidder: HOMRICH BERG

5 Service Providers

06 Feb 2025|United States|Infrastructure Funds

9 Dealmakers

5 Target | 4 Bidder

n/a

Value

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers