M&A

Advisor Upside

What’s the Deal with the Rise of Sub-Acquisitions?

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Sub-acquisitions made up 31% of all RIA M&A activity in 2025 amid rampant private equity investment in the industry.

2 min read

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Advisor Upside

Creative Planning’s Massive SageView Deal May Be ‘Creating A Monster’

The acquisition is the latest, and largest,example of mega-firms making moves to buy out competitors in a rapidly consolidating industry.

2 min read
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Advisor Upside

1 in 5 Wealth, Asset Firms Will Be Acquired by 2029

Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.

1 min read
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Private Equity

Carlyle, Goldman Spot Dollar Signs in Private Equity’s Liquidity Logjam

Last year marked the first time since Bain & Co started tracking data in 2005 that the private equity industry shrunk.

2 min read

Advisor Upside

Wealth Management M&A Hits Record High, Fidelity Reports

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Registered investment advisors reported 132 acquisitions in the first half of 2025.

1 min read

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Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
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Banking

Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

2 min read
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Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read

Consumer

Home Depot Acquires Building Products Distributor GMS

Photo by Todd Van Hoosear via CC BY-SA 2.0

Home Depot’s push into the pro market began in earnest last year, when the company dropped $18.5 billion to buy SRS Distribution.

2 min read

Regulation

Trump’s FTC is Having an Antitrust Identity Crisis

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January marked one of the slowest months in M&A in a decade, and general uncertainty over Trump 2.0 policy is a major reason why.

2 min read

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