target

Capital One Investing

bidder

Sageview Advisory Group

value n/a

11 dealmakers

target

American Portfolios Financial Services

bidder

Reverence Capital Partners

value n/a

7 dealmakers

target

Wentworth Management Services

bidder

Kingswood Acquisition Corp

£174m

13 dealmakers

target

Perigon Wealth Management

bidder

Pm Wealth Management

value n/a

5 dealmakers

target

Financial Management Concepts

bidder

Wealth Enhancement Group

value n/a

5 dealmakers

target

Lincoln Wealth

bidder

OSAIC

value n/a

16 dealmakers

target

MARIADB

bidder

K1 Investment Management

£31m

31 dealmakers

target

Tru Independence

bidder

Sanctuary Wealth

value n/a

22 dealmakers

target

Arnerich Massena

bidder

Coldstream Wealth Management

value n/a

5 dealmakers