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Cover Image Karl Ingram

Karl Ingram

Vice President at Raymond James

Financial Advisor

Deal Bio

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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06 Dec 2021|United States|Asset Managers and Custodians

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

31 Aug 2022|United States|Asset Managers and Custodians

Target: HIGHLAND PRIVATE WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

3 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

16 Sep 2022|United States|Investment Banking

Target: MIRACLE MILE ADVISORS

Bidder: KARP CAPITAL MANAGEMENT

10 Service Providers

4 Target | 6 Bidder

27 Dealmakers

4 Target | 23 Bidder

n/a

Value

02 Apr 2024|United States|Asset Managers and Custodians

Target: ML&R WEALTH MANAGEMENT

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

5 Target | 3 Bidder

n/a

Value

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