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Dynasty Investment Bank

Summary

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Dynasty Financial Partners operates as a wealth management company.

Market Context

Deals Overview

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Total Deals5

Valued Deals1

Total Value£ 154 M

Avg. Deal Size£ 154 M

17 Apr 2025|United States|Asset Managers and Custodians

Target: PROCYON PARTNERS

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

14 Jan 2025|United States|Asset Managers and Custodians

Target: CASSADY SCHILLER WEALTH

Bidder: MARINER WEALTH ADVISORS

8 Service Providers

6 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

24 Oct 2024|United States|Financial Data and Systems

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

08 Oct 2024|United States|Asset Managers and Custodians

Target: DYNASTY FINANCIAL PARTNERS

Bidder: BLACKROCK

3 Service Providers

3 Target

15 Dealmakers

15 Target

n/a

Value

18 Jul 2024|Luxembourg|Asset Managers and Custodians

Target: CARLISLE MANAGEMENT COMPANY

Bidder: ABACUS LIFE

8 Service Providers

4 Target | 4 Bidder

3 Dealmakers

1 Target | 2 Bidder

£ 154 M

Value

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