mergers and acquisitions

Advisor Upside

How the Midterms May Impact RIA Dealmaking

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Policy change may be unlikely, but that doesn’t mean the midterms won’t matter for mergers and acquisitions.

2 min read

Photo by Ruliff Andrean via Unsplash

ETF Upside

Exclusive: USCF May Be Up for Grabs After Marygold Sale

Simplify Asset Management, which has made multiple bids for Marygold, said it was approached by Marygold’s incoming CEO about a potential deal for USCF Investments after the larger entity is acquired by Madison Dearborn.

3 min read
Photo via JOHN ANGELILLO/UPI/Newscom

Banking

New York State Comptroller Says Wall Street Profits Could Top $90 Billion by the End of the Year

While nearly all revenue lines increased, underwriting activities, account supervision and commissions were particularly strong.

2 min read
Photo by Ruliff Andrean via Unsplash

ETF Upside

For Sale: What Asset Managers Want in Indie ETF Shops

There are a number of things to consider, including the fate of the products investors love, when their issuer is acquired.

2 min read

ETF Upside

Why Are There So Many New Single-Stock ETFs?

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As issuers try to stand out with niche strategies, their motivations may be more financial than product-driven.

2 min read

Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets

Acquirers want firms with strong organic growth and next-generation leaders in place.

4 min read
Photo via Tschaen Eric/Pool/ABACA/Newscom

M&A

Goldman Sachs, JPMorgan Lead Wall Street’s M&A League Tables

JPMorgan and Goldman Sachs proved they’re still the go-to middlemen for Wall Street deals amid a near-record $4.8 trillion global M&A bonanza

1 min read

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