News, Comment & Analysis results for TA Associates

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions

M and A
October 12, 2021

Data Confirms Red Hot M&A Market In Wealth Sector

If there was any doubt, fresh figures confirm how busy a period it has been in the North American

M and A
September 29, 2021

Cresset, Berman Agree Merger, To Build $20 Billion AuM Player

The emergence of top-tier wealth management houses in North America continues apace. The latest

M and A
September 28, 2021

Private Equity Firm Buys Stake In Multi-Family Office

The trend of groups, including private equity shops, buying strategic stakes in MFOs appears to be

M and A
June 1, 2021

Deals Of The Day: The Latest In Wealth Management M&A - TA Associates

The latest news of merger and acquisition activity in the North American wealth management

M and A
June 30, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Orion, Brinker

The latest wealth management merger and acquisition transactions in North America.

M and A
October 10, 2019

Wealth Management M&A Decelerated Slightly In Q3, Trend Still Strong

There was a small dip in the pace of wealth management mergers and acquisitions in the latest

M and A
September 17, 2019

Mercer Advisors Goes Under New Ownership

A new investor has bought a stake in the RIA, which has made a number of acquisitions in recent

M and A
September 6, 2019

Mercer's Latest Acquisition Boosts Southwest Presence

Mercer has been steadily bulking up through acquisitions.

M and A
August 15, 2019

Mercer Buys Northeast Wealth Firm As M&A Trend Continues

The acquisition takes Mercer's total AuM to $16.5 billion.

Comment & Analysis results for TA Associates