M&A Deal Announcement | Tentt Deal Tracker

A private equity-backed firm has acquired a wealth management RIA in Conshohocken, Pennsylvania, for $12B. The target provides wealth management services to individual and family clients, supporting portfolio management and ongoing financial planning. This wealth management RIA acquisition expands the buyer’s presence in PA acquisitions and strengthens its financial services deals PA footprint. The other acquisition is categorized as an announced financial services M&A transaction, with deal size over $100M and a private equity acquisition strategy focused on scaling advisory capabilities.