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Keyword: Mergers & Acquisitions

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GWL also beat earnings expectations for Q2

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Acquisition adds $10 billion in assets and more than 200 advisors

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Balasa Dinverno Foltz LLC has US$4.5B in assets under management

  • By: Staff
  • August 4, 2020 August 4, 2020
  • 10:55

The firm's subsidiary, OCM Capital Partners, has acquired a US$440-million RIA

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The partnership involves a $32.7-million equity investment

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Drop in deal activity was significant but not as sharp as predicted

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Kurt MacAlpine talks about CI’s new products and growing the firm’s U.S. business

The brokerage's ownership transfers to H.I.G. Capital and RCM Capital Management

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The investment banking biz has hit record heights amid unprecedented economic disruption

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The firm is buying U.S. investment manager Personal Capital