| Date | Title | Description |
| 05.09.2023 | PracticeTek and Integrated Practice Solutions Merge to Create One of the Nation's Largest Retail Healthcare Solutions Providers | Knoxville, TN & San Diego, CA, September 05, 2023 –
, a leading provider of software and payments solutions to the retail healthcare market, today announced it has merged with Integrated Practice Solutions ("IPS"), a premier ... |
| 29.08.2023 | Private Equity in Wealth Management: Lightyear Capital
| By Diana Britton
Wealth management has been the focus of Lightyear Capital since its founding in 2000 by Don Marron, a financier, art collector and lifelong New Yorker. Prior to launching the private equity firm, Marron was CEO of PaineWeb... |
| 24.08.2023 | Allworth Financial Appoints Tom Naratil to its Board of Directors
| Folsom, CA, August 24, 2023 – Allworth Financial, one of the ten fastest growing RIAs in America
, announced it has named financial services industry veteran Tom Naratil as a member of the company's board of directors. Naratil was recently... |
| 10.08.2023 | Kohlberg & Company to Acquire Majority Stake in Engage PEO
| Mount Kisco & New York, August 9, 2023 – Kohlberg & Company, LLC ("Kohlberg") today announced a strategic partnership with Engage PEO (“Engage” or "the Company"), a leading professional employer organization (“PE... |
| 24.07.2023 | Lightyear Capital adds Tom Naratil as Operating Partner
| New York, July 24, 2023 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm that partners with companies at the nexus of financial services and technology, healthcare, and business services, appointed Tom N... |
| 14.07.2023 | Father-Daughter $260M Massachusetts Firm, The Harvest Group, Partners with Allworth Financial
| Folsom, CA, July 11, 2023 – With the completion of its 29
partnership, award-winning Allworth Financial, the 9
fastest growing RIA in America
, has announced the purchase of $260M The Harvest Group of Waltham, Massachusetts. Owned by pri... |
| 12.07.2023 | Cerity Partners Welcomes Lumina Financial Consultants
| New York, NY, July 12, 2023 –
a leading independent wealth management firm in the U.S., announced today it is merging with Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focuse... |
| 12.05.2023 | Double Acquisition Establishes Northern Ireland Presence for Wren Sterling Alongside Further North-West Expansion
| Nottingham, England, May 11, 2023 – The Wren Sterling Group has added around 2,000 clients and £400m of assets with the purchase of three firms – two in Northern Ireland together with a further business in St Helens.
Ralston Bennett Financ... |
| 12.05.2023 | PracticeTek Announces Strategic Alliance with Inception Online Marketing
| KNOXVILLE, TN, May 09, 2023 – PracticeTek, an alliance of innovative software companies, announced the addition of Inception Online Marketing, a renowned agency specializing in digital marketing solutions for healthcare professionals.
As p... |
| 07.05.2023 | Cerity Partners Welcomes AJ Wealth
| New York, NY, July 5, 2023 –
a leading independent wealth management firm in the U.S., announced today it is merging with New York City-based AJ Wealth, a registered investment advisor specializing in providing family office services to ul... |
| 26.04.2023 | Allworth adds $506M McDaniel Knutson Financial Partners of Lawrence, Kansas
| Folsom, CA, April 26, 2023 – With the completion of its 28
partnership in five years, award-winning Allworth Financial, the 9
fastest growing RIA in America
, has announced the purchase of $506M McDaniel Knutson Financial Partners of Law... |
| 16.03.2023 | Webinar: Talent in Private Equity
| New York, NY, March 16, 2023 – Jon Davies, Head of Talent, Lightyear Capital, moderated a discussion with Talent Leaders, Kenna Baudin, Global Head of Private Capital, Egon Zehnder, Sandy Ogg, Founder & CEO, CEO.works, and Atta Tarki, F... |
| 08.03.2023 | Allworth Acquires Nevada’s Redrock Wealth Management
| Folsom, CA, March 8, 2023 – With the completion of its 27
partnership - the third of 2023 and its second announced acquisition of the day - Allworth Financial, the 9th fastest growing RIA in America
, has reported the purchase of $160M Re... |
| 08.03.2023 | Allworth Financial Acquires $417M BD Affiliated Advisory Team From Indiana's One To One Financial Advisors
| Folsom, CA, March 8, 2023 – Allworth Financial, the 9
fastest growing registered investment advisor (RIA) in America
, announced today that it has acquired a three-person advisory team and their client relationships from Indianapolis-base... |
| 17.01.2023 | Cerity Partners Welcomes ARGI Financial
| New York, NY, January 10, 2023 –
closed its merger with ARGI Financial, bringing together two highly respected independent wealth management firms. The combined firm will operate as Cerity Partners.
This merger further enhances Cerity Par... |
| 16.01.2023 | Wren Sterling Group Appoints Former CEO of Ruffer, Clemmie Vaughan to NED Role | New York & London, January 16, 2023 – The Wren Sterling Group has announced the appointment of ex-Ruffer CEO, Clemmie Vaughan, to its board as an independent Non-Executive Director.
Ms. Vaughan will also join the board of Wren Sterling... |
| 22.09.2022 | PracticeTek Acquires GrowthPlug to Help Healthcare Practices Modernize
| Knoxville, TN & Portland, OR, September 22, 2022 –
, a leading provider of software and payments solutions to the retail healthcare market, today announced it has acquired
, a practice marketing platform.
The acquisition adds GrowthP... |
| 15.09.2022 | Lightyear Capital adds Michael Langer as Managing Director and Member of the Investment Committee
| New York, September 15, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm that partners with growth companies at the nexus of financial services, technology, healthcare, and business services, today ... |
| 07.09.2022 | Ron Markezich Appointed Chief Executive Officer of Lighthouse
| SEATTLE, WA --
, a leader in technology-enabled eDiscovery, compliance, and information governance services, today announced that
has been appointed as the successor to
as chief executive officer. Mr. Markezich, who has served as a membe... |
| 24.08.2022 | Webinar: Delivering Better Healthcare
| New York, NY, July 11, 2022 – Michal Petrzela, Managing Director, moderated an interactive conversation with leaders from the Lightyear Capital Healthcare Advisory Group. Steve Auerbach (Fund V Senior Advisor), Elizabeth Canis (Global Healt... |
| 24.08.2022 | Allworth Acquires New York’s Muchler Financial Services
| Folsom, CA, August 24, 2022 – With the completion of its 22nd partnership in four years, Allworth Financial, the 9th fastest growing RIA in America
, has acquired $200M Muchler Financial Services of Dansville (Rochester), New York. Charlot... |
| 24.08.2022 | Allworth Expands Midwest Presence with Acquisition of Second Opinion Partners
| Folsom, CA, August 24, 2022 – Allworth Financial, the 9th fastest growing RIA in America
, just announced it has also today acquired $440M Second Opinion Partners of Riverwoods, Illinois. Financial terms of the acquisition, Allworth’s 23rd... |
| 19.07.2022 | Benjamin Pajak named CEO of HealthPlanOne LLC
| TRUMBULL, CT, July 19, 2022 – HealthPlanOne, a digital health distribution platform for the 65+ market, announced today that Benjamin Pajak has been appointed CEO by the Board of Directors, effective immediately. Bill Stapleton, founder and... |
| 06.07.2022 | Wren Sterling announces acquisition of Critchleys Financial Planning, LLC, an Oxford-based financial advisor with £150m of assets under advice
| New York & London, July 06, 2022 – Wren Sterling Group, one of the UK’s leading providers of specialist financial planning advice to private and corporate clients, has today announced the completion of its acquisition of Critchleys Fina... |
| 13.06.2022 | Cerity Partners Welcomes a Recapitalization led by Genstar Capital
| New York, NY, June 13, 2022 –
, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading private equity firm headquartered in San Francisco. Lightyear Capital ... |
| 08.06.2022 | Allworth Financial Partners with New Mexico’s UAS Wealth Advisors
| Folsom, CA, June 8, 2022 – Allworth Financial, the 9th fastest growing RIA in America
, has acquired UAS Wealth Advisors of Albuquerque, New Mexico. Financial terms of the agreement were not disclosed.
Founded in 1990, UAS specializes in ... |
| 08.06.2022 | Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
| Folsom, CA, June 8, 2022 – With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America
, has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adam Chetwoo... |
| 08.06.2022 | Wren Sterling adds £675mn AUM with adviser purchase
| New York & London, June 08, 2022 – Wren Sterling Group has bought Manchester-based advice firm Mutual Financial Management, including discretionary fund manager MDFM, for an undisclosed amount.
Mutual Financial Management has 1,100 cli... |
| 06.06.2022 | Vehlo Announces Strategic Growth Investment
| Knoxville, TN, June 6, 2022 – Vehlo, a leading provider of software and financial solutions for the automotive repair industry, announced today a majority investment from Greater Sum Ventures ("GSV"), an entrepreneurial family off... |
| 02.06.2022 | Five Leading Orthodontic Software Providers Form Collaboration Under PracticeTek
| Atlanta, GA, June 2, 2022 – Five leading orthodontic software providers have come together in a new partnership designed to help orthodontic professionals enhance patient care and experience.
,
,
,
, and
, have joined forces under
, a... |
| 17.05.2022 | Will Rising Rates & Volatility Derail the Advisor M&A Boom
| New York, May 17, 2022 – Lightyear Capital LLC ("Lightyear"), Managing Director Max Rakhlin explains why he believes consolidation in the wealth management industry is still just getting started.
Founded in 2000, Lightyea... |
| 03.05.2022 | Cerity Partners Welcomes Permit Capital Advisors
| New York, NY, May 3, 2022 –
, one of the foremost independent wealth management firms in the U.S., announced today it is merging with Permit Capital Advisors, a firm that has catered to ultra-high-net-worth families and foundations, primar... |
| 04.04.2022 | Lightyear Capital appoints Maria Veltre as Senior Advisor to Lightyear Fund V
| New York, April 4, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, has appointed Maria Veltre as a Senior Advisor to Lightyear Fund V, L.P. and its parallel investmen... |
| 24.03.2022 | Allworth Financial Expands Midwestern Presence with Horseman Group Partnership
| Folsom, CA, March 24, 2022 – Barron’s 23rd ranked Registered Investment Advisor (RIA) Allworth Financial
, has acquired Horseman Group of St. Louis, Missouri. Financial terms of the transaction were not disclosed.
Founded in 2002, and wit... |
| 28.02.2022 | Lightyear Capital Hires Courtney Sullivan as Head of Fundraising and Investor Relations
| New York, February 28, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, today announced that it has hired Courtney Sullivan as Managing Director and Head of Fundraisin... |
| 22.02.2022 | Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies
| Houston, TX, February 22, 2022 –
, one of the nation's premier independent wealth management firms, today announced it has merged with Houston-based Investec Wealth Strategies. In so doing, Cerity Partners enhances its capabilities and Tex... |
| 03.02.2022 | Virtual Fireside Chat: Wealth Management Redefined
| New York, NY, March 2, 2022 – Max Rakhlin, Managing Director, moderated an interactive conversation with leaders from Lightyear Capital wealth management portfolio companies. Ian Darby (Executive Chairman, Wren Sterling), Scott Hanson (Co-F... |
| 24.01.2022 | Schellman Acquires Scott S. Perry, CPA PLLC To Expand and Strengthen Crypto and Web 3.0 Trust Practice
| TAMPA, Fla., January 24, 2022 – Tampa-based Schellman, a leading provider of attestation and compliance services, announced today the acquisition of Scott S. Perry, CPA PLLC.
Founded and owned by its namesake Scott Perry, the firm has beco... |
| 12.01.2022 | Merger of Cerity Partners and Brouwer & Janachowski, LLC Creates $45 Billion Wealth Management Firm
| Mill Valley, CA, January 5, 2022 –
, one of the nation's premier independent wealth management firms, today announced it has merged with Mill Valley, California-based Brouwer & Janachowski, LLC. In so doing, Cerity Partners enhances it... |
| 11.01.2022 | Allworth Financial Acquires California and Texas-based Teams from Journey Advisory Group
| Folsom, CA, November 1, 2022 – Allworth Financial, the ninth fastest growing Registered Investment Advisor (RIA) in America, announced today that it has acquired the advisory teams and client relationships from Northern Kentucky-based Journ... |
| 06.01.2022 | Allworth Financial Appoints Mike Linton, Eash Sundaram and Maria Veltre to Board of Directors
| Folsom, CA, January 6, 2022 â Allworth Financial, the fourth fastest growing RIA in America
, announced it has named three industry veterans - Mike Linton, Eash Sundaram, and Maria Veltre - as members of the company's board of directors,... |
| 03.01.2022 | Cerity Partners Merges with Boston-based Daintree Advisors, Expanding East Coast Presence
| Boston, MA, March 1, 2022 –
, one of the nation's premier independent wealth management firms, today announced it has merged with Boston-based Daintree Advisors. In so doing, Cerity Partners enhances its capabilities and East Coast presenc... |
| 02.01.2022 | Allworth Financial Expands California Presence with Johanson Financial Advisors Partnership
| Folsom, CA, February 1, 2022 – Barron’s Top 50 RIA Allworth Financial
, has acquired Johanson Financial Advisors (JFA) of Campbell, California. Financial terms of the transaction were not disclosed.
Founded in 2011, the five-person team a... |
| 27.12.2021 | Wren Sterling has Completed its Secondary Management Buyout
| New York & London, December 27, 2021 – Wren Sterling has announced that its secondary management buyout has completed, following approval from the Financial Conduct Authority.
In July 2021, Wren Sterling agreed terms on a majority inve... |
| 06.12.2021 | Lightyear Capital Leads Recapitalization of PracticeTek, Joining Founding Investor Greater Sum Ventures For Next Phase of Growth
| New York & Knoxville, TN, December 06, 2021 â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, today announced that investment funds affiliated with Lightyear led a rec... |
| 23.11.2021 | Merger of Cerity Partners and Bingham Osborn & Scarborough Creates $40 Billion Wealth Management Firm
| San Francisco, November 23, 2021 –
, one of the nation's premier independent wealth management firms, today announced it has merged with San Francisco-based Bingham Osborn & Scarborough, LLC (BOS). In so doing, Cerity Partners adds new... |
| 15.11.2021 | Lightyear Capital Completes $1.6 Billion Fund V Fundraise
| New York, November 15, 2021 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, announced today that it recently completed the final closing of its fifth flagship private equi... |
| 10.11.2021 | Allworth Partners with Arizona's RG Capital
| Scottsdale, AZ, November 10, 2021 – Allworth Financial, ranked as one of the top 25 RIAs in America
, has reached an agreement with RG Capital of Scottsdale, Arizona. The deal with RG Capital represents Allworth’s second partnership in the... |
| 13.10.2021 | Allworth Financial Announces New Partnership with California's DeBoer
| Folsom, CA, October 13, 2021 â Allworth Financial, the 4th fastest growing RIA in America
, has partnered with DeBoer Financial Group (DFG) of Roseville, California.
Founded in 2003 by Jeffrey DeBoer, DFG is an independent registered in... |
| 17.09.2021 | Lightyear Capital Partners with Schellman & Company, LLC to Support Next Phase of Growth
| New York, September 17, 2021 â Lightyear Capital LLC ("Lightyear") today announced that affiliated investment funds have agreed to acquire assets from and partner with Schellman & Company, LLC, ("Schellman") in for... |
| 15.09.2021 | Webinar: Embedded Finance
| New York, NY, September 15, 2021 – Michal Petrzela, Managing Director, Lightyear Capital, moderated an Embedded Finance discussion with Alpesh Chokshi, Global Head of Business Development, Citi, Suneera Madhani, Chief Executive Officer, Sta... |
| 01.09.2021 | Allworth Financial Announces $385 Million Partnership with Novak Financial Planning
| Bel Air, MD., September 1, 2021 – Allworth Financial, the 4th fastest growing RIA in America
, has acquired Novak Financial Planning (NFP) of Bel Air, Maryland.
Founded in 1987 by husband-and-wife team Dan and Carol Novak, NFP specializes... |
| 17.08.2021 | Lightyear Capital Names Former Fiserv Executive Marc West as a Senior Advisor
| New York, NY—August 17, 2021—Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services, has appointed Marc West as a Senior Advisor to Lightyear Fund V, L.P. and its parallel investment vehicles... |
| 21.07.2021 | Lightyear Capital Agrees to Acquire Wren Sterling
| New York, NY , July 21, 2021- Lightyear Capital LLC ("Lightyear") today announced that investment funds affiliated with Lightyear have agreed to acquire Wren Sterling Financial Planning Limited ("Wren Sterling"), a leadi... |
| 14.07.2021 | Allworth Financial Continues National Expansion - Partners with Giordano Wealth Management Group
| SACRAMENTO, Calif., July 14, 2021- Allworth Financial, the 4th fastest growing RIA in America
, has acquired Giordano Wealth Management Group of Los Gatos, California. Financial terms of the transaction were not disclosed.
Founded in 2010... |
| 08.07.2021 | Lighthouse Aims to Transform the Document Review Market with the Acquisition of H5
| SEATTLE--(BUSINESS WIRE)--Lighthouse, a leader in technology-enabled ediscovery, compliance and information governance services, today announced it will acquire H5, the industry's leading provider of sensitive data classification, analytics... |
| 29.06.2021 | Lightyear Capital Announces Sale of Datalot to Centerfield | New York, NY – June 29, 2021 – Lightyear Capital LLC ("Lightyear") today announced that an investment fund affiliated with Lightyear has signed a definitive agreement to sell Datalot Inc. (“Datalot”) to Centerfield, a technology-d... |
| 01.06.2021 | Cerity Partners featured in AdvisorHub | New York, NY â June 2021 â Cerity Partners was featured in the June edition of
. Read the full story
.
|
| 18.05.2021 | Lightyear Capital, Oak HC/FT, and Greater Sum Ventures Close on Sale of Therapy Brands to KKR | New York, NY – May 18, 2021 – Lightyear Capital LLC ("Lightyear"), Oak HC/FT, and Greater Sum Ventures ("GSV") today announced that investment funds affiliated with Lightyear, Oak HC/FT, and GSV have completed the sale o... |
| 13.05.2021 | Lightyear Capital on the Future of WealthTech: Financial Planning InVest Conference | Lightyear Capital LLC ("Lightyear"), recently participated in a panel discussion at the Financial Planning InVest Conference on the future of wealth management technology. Watch the video
.
|
| 11.05.2021 | Lightyear Capital Appoints Steve Auerbach as Senior Advisor to Lightyear Fund V, L.P.
| New York, NY, November 5, 2021 – Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services, has appointed Steve Auerbach as a Senior Advisor to Lightyear Fund V, L.P. and its parallel investment... |
| 13.04.2021 | Allworth Financial Partners with $340 Million RIA Shone Wealth Management
| SACRAMENTO, Calif., April 13, 2021 â Allworth Financial, the 4th fastest growing RIA in America
, has acquired Shone Wealth Management of Walnut Creek, California.
Founded in 2005 by CEO Mark Shone, the firm specializes in comprehensive... |
| 08.04.2021 | Lightyear Capital, Oak HC/FT, and Greater Sum Ventures Announce Sale of Therapy Brands to KKR | New York, NY – April 7, 2021 – Lightyear Capital LLC ("Lightyear"), Oak HC/FT, and Greater Sum Ventures ("GSV") today announced that investment funds affiliated with Lightyear, Oak HC/FT, and GSV have signed a definitive... |
| 11.03.2021 | Allworth Financial Expands Southwestern U.S. Presence with DeGreen Capital Management Partnership
| Folsom, CA, November 3, 2021 – Barron’s Top 100 RIA Allworth Financial
has acquired DeGreen Capital Management (DCM) of Paradise Valley, Arizona. Financial terms of the transaction were not disclosed.
Founded in 2009, the team at DCM mana... |
| 13.02.2021 | Steven G. Auerbach Joins HPOne Board of Directors
| TRUMBULL, CT, February 11, 2021 –
, a leading sales and marketing organization operating across multiple segments of the Medicare and health insurance marketplaces, has announced that Steven G. Auerbach joined its Board of Directors.
Mr. ... |
| 12.02.2021 | Allworth Founders Scott Hanson & Pat McClain Named to InvestmentNews' 2021 Icons and Innovators List | SACRAMENTO, Calif., February 10, 2021 – /PRNewswire/ --
has recognized Allworth Financial Co-founders Scott Hanson and Pat McClain as 2021 Icons and Innovators honorees. Hanson and McClain were chosen from several hundred nominations to ma... |
| 11.02.2021 | Steven G. Auerbach Joins HPOne Board of Directors
| TRUMBULL, CT, February 11, 2021 â
, a leading sales and marketing organization operating across multiple segments of the Medicare and health insurance marketplaces, has announced that Steven G. Auerbach joined its Board of Directors.
Mr... |
| 10.02.2021 | Allworth Founders Scott Hanson & Pat McClain Named to InvestmentNews' 2021 Icons and Innovators List | SACRAMENTO, Calif., February 10, 2021 â /PRNewswire/ --
has recognized Allworth Financial Co-founders Scott Hanson and Pat McClain as 2021 Icons and Innovators honorees. Hanson and McClain were chosen from several hundred nominations to ... |
| 08.02.2021 | Lightyear Capital Closes on Sale of Datalot to Centerfield | New York, NY – August 2, 2021 – Lightyear Capital LLC ("Lightyear") today announced that an investment fund affiliated with Lightyear has completed the sale of Datalot Inc. ("Datalot") to Centerfield. Founded in 2009, Da... |
| 02.02.2021 | Cerity Partners Adds Bainco International Investors
| Chicago – February 2, 2021 –
, one of the nation's leading independent financial advisory firms, announced today that Bainco International Investors (Bainco) has joined its growing firm. This addition expands Cerity Partners' presence to N... |
| 28.01.2021 | Lightyear Capital Announces Senior Promotions | New York, NY – January 28, 2021 – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services investments, is pleased to announce a number of promotions in key positions across the firm.... |
| 15.12.2020 | Cerity Partners Announces the Addition of Two Teams
| Chicago – December 15, 2020 –
, one of the nation's leading independent financial advisory firms, announced today the addition of Algonquin Advisors and Worldview Wealth Advisors. These firms raise the firm's total AUM to $27B and expand C... |
| 20.10.2020 | Lightyear Capital and Ontario Teachersâ Pension Plan Agree to Acquire Allworth Financial to Invest in Next Phase of Rapid Growth
| New York, NY and Toronto, Ontario â October 20, 2020 â Investment funds affiliated with Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, and Ontario Teachers' Pension Pla... |
| 24.09.2020 | Lightyear Capital Announces the Formation of ProfitSolv
| New York, NY—Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, announced today that investment funds affiliated with Lightyear have established ProfitSolv (or the "Compan... |
| 24.09.2020 | Lightyear Capital Names Kevin Watters Senior Advisor
| New York, NY—Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, has appointed Kevin Watters as a Senior Advisor to Lightyear Fund V, L.P. and its parallel investment vehicles (... |
| 03.08.2020 | Lightyear Capital Research Featured in Forbes Embedded Finance Article
| Lightyear Capital is pleased to have had its market research on embedded finance, which encompasses the integration of financial services into non-financial websites, mobile applications, and business processes, featured in Ron Shevlinâs ... |
| 22.06.2020 | Lightyear Capital Announces Majority Investment in HPOne
| New York, NY– June 22, 2020—Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, announced today that investment funds affiliated with Lightyear have agreed to acquire an indirec... |
| 21.01.2020 | Cerity Partners Merges with 30-Year Industry Veteran, Sullivan & Serwitz
| Chicago, January 21, 2020 â /PRNewswire/ --
, one of the nation's leading independent financial advisory firms, announced today that it has merged with Los Altos, California-based wealth management firm Sullivan & Serwitz (S&S). ... |
| 14.01.2020 | Cerity Partners Announces Merger with $3 Billion AUM Wealth Management Firm, EMM Wealth | Chicago, January 14, 2020 â /PRNewswire/ --
, one of the nation's leading independent financial advisory firms, announced today that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners n... |
| 02.08.2019 | Lightyear Capital and PSP Investments Close on Sale of Advisor Group to Reverence Capital Partners | New York, August 2, 2019 â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, announced today that investment funds affiliated with Lightyear and the Public Sector Pension In... |
| 31.07.2019 | Wealth Enhancement Group Announces Acquisition by Leading Global Growth Private Equity Firm TA Associates
| MINNEAPOLIS, Minn., July 31, 2019 -- Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets
, today announced its acquisition by funds affiliated with TA Associates, a global growth pri... |
| 01.07.2019 | Investment and Wealth Management Firm HPM Partners Rebrands to Cerity Partners | NEW YORK, Jan. 7, 2019 -- HPM Partners, a prominent wealth management firm, announced today that it has changed its name to
.
Cerity Partners operates with a mission to positively impact the financial well-being of its clients by delive... |
| 27.06.2019 | Lightyear Capital and Ontario Teachersâ Pension Plan to Acquire Lendmark Financial Services | Lawrenceville, GA â Investment funds affiliated with Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, and the Ontario Teachersâ Pension Plan ("Ontario Teachersâ&qu... |
| 09.05.2019 | Lightyear Capital and PSP Investments Announce Sale of Advisor Group to Reverence Capital Partners | New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services investing, announced today that investment funds affiliated with Lightyear and the Public Sector Pension Inve... |
| 01.05.2019 | Lightyear Capital Enters Purchase Agreement with Engage PEO | New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services investing, announced today that investment funds affiliated with Lightyear have agreed to terms for the acqui... |
| 02.04.2019 | Cerity Partners Announces Merger with $11 Billion Blue Prairie Group
| CHICAGO â April 2, 2019 --
, one of the nationâs leading independent wealth management and investment advisory firms, announced today that it will merge with Blue Prairie Group, a prominent retirement and investment consulting firm. Wi... |
| 05.02.2019 | Cerity Partners Announces Merger with $500 Million Wealth Management Firm, Karsten Advisors | CHICAGO – May 2, 2019 --
, one of the nation’s leading independent wealth management and investment consulting firms, announced today it has merged with Fort Worth-based wealth management firm Karsten Advisors. This is the second merger fo... |
| 24.01.2019 | Lightyear Capital Announces Senior Promotions
| New York, NY – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services investing, is pleased to announce a number of promotions in key positions across the firm.
In addition, Ligh... |
| 05.01.2019 | Lightyear Capital Announces Investment in Lighthouse
| New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services, announced today that investment funds affiliated with Lightyear have acquired a controlling stake in Lightho... |
| 02.01.2019 | BGC Partners Completes Acquisition of Ed Broking Group Limited
| LONDON – BGC Partners, Inc. (NASDAQ: BGCP) ("BGC Partners," "BGC" or the “Company"), a leading global brokerage and financial technology company, today announced that it has completed the acquisition of Ed Broking G... |
| 10.11.2018 | Advisor Group's Woodbury Financial Selected as the Preferred Affiliation Partner for Questar Advisors
| OAKDALE, MN -- Woodbury Financial Services (Woodbury), an independent wealth management firm with more than 1,200 advisors across the country, today announced it was selected by Questar Capital Corporation and Questar Asset Management, Inc.... |
| 26.09.2018 | Lightyear Capital Acquires Controlling Stake in Augeo FI Loyalty
| NEW YORK--Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services investing, announced today that investment funds affiliated with Lightyear have acquired a controlling stake in Augeo FI, a ma... |
| 07.08.2018 | Vista Equity Partners to Acquire Leading Consumer Directed Healthcare Firm Alegeus
| WALTHAM, Mass, August 07, 2018 -- Alegeus, the market leader in consumer directed healthcare (CDH), today announced that Vista Equity Partners (Vista) has signed a definitive agreement to acquire Alegeus from investment funds affiliated wit... |
| 24.07.2018 | Therapy Brands Closes Investment from Lightyear Capital and Oak HC/FT to Accelerate Growth
| Birmingham, AL, July 24, 2018 -- Therapy Brands (the "Company"), a leading provider of mental and behavioral health software, today announced a majority investment from investment funds affiliated with Lightyear Capital LLC ("... |
| 24.07.2018 | Wealth Enhancement Group Acquires Retirement Strategies, Inc. in Latest Step Toward National Strategic Expansion
| MINNEAPOLIS, July 24, 2018 -- Wealth Enhancement Group, an independent wealth management firm that oversees $8.9 billion in client assets
, announced today that it has signed a definitive agreement to acquire Retirement Strategies, Inc., (... |
| 09.07.2018 | Lightyear Capital Names Allison Cole Head of Fundraising and Investor Relations
| NEW YORK -- Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focused on financial services investing, today announced that it has appointed Allison Cole as Head of Fundraising and Investor Relations.
&q... |
| 21.06.2018 | Advisor Group's Royal Alliance Associates Acquires Signator Investors
| JERSEY CITY, N.J.-- Advisor Group, one of the nation's largest networks of independent financial advisory firms, today announced its plans to acquire Signator Investors, Inc. (Signator) and merge it into Royal Alliance Associates, Inc. (Roy... |
| 09.06.2018 | Lightyear Capital Closes Sale of Alegeus to Vista Equity Partners | NEW YORK--Lightyear Capital LLC (âLightyearâ), a New York-based private equity firm focused on financial services investing, today announced the completion of the sale by its affiliated funds of Alegeus, the market leader in consumer di... |
| 16.01.2018 | HPM Partners Announces Sale of Emigrant Bank's Interest to Lightyear Capital
| NEW YORK--(BUSINESS WIRE)-- HPM Partners LLC ("HPM Partners" or the "Firm"), a New York-based investment and wealth management firm with over $9 billion in assets under management, announced that an affiliated investment... |
| 29.11.2017 | Lightyear Capital Closes Fourth Financial Services Buyout Fund
| NEW YORK--(BUSINESS WIRE)-- Lightyear Capital LLC ("Lightyear"), a private equity firm focused on financial services investing, announced today that it recently completed the final close of its fourth private equity fund, Lightyea... |