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Deals Of The Day: The Latest In Wealth Management M&A - Advisor Group, Heidrick & Struggles, Others

Editorial Staff, April 8, 2021


The latest mergers and acquisitions in the wealth management and associated space.

Advisor Group
US-based Advisor Group, the network of wealth management firms, today has recruited Charles Stephen, an Albuquerque, New Mexico business led by partners Adam Ciepiela and Kelly Famiglietta. The organization has four financial professionals and oversees $583 million in client assets.

Charles Stephen joins Advisor Group through its subsidiary and network member firm SagePoint Financial and one of SagePoint's groups, Santa Barbara, California-based AmeriFlex Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.

Charles Stephen, which was co-founded in 1983, specializes in multi-generational financial planning, retirement planning, portfolio management, business succession planning, education planning and tax planning, among other services.

Heidrick & Struggles
Heidrick & Struggles, the talent management group based in Chicago, has closed its purchase of fellow US firm Business Talent Group.

The acquisition builds on a dual collaboration between the firms that was inked in 2019, Heidrick & Struggles said in a statement yesterday. The terms of the transaction were not disclosed.

BTG will continue to be led by co-founders and co-CEOs Jody Greenstone Miller and Amelia Tyagi, operating as a wholly owned subsidiary of Heidrick & Struggles, the firm said.

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