Minority Backers and Serial Investors

Via the magic of Citywire RIA’s new Deals Database, Alex, Ian, and Alec take a look at the most notable wealth management M&A of Q1. Who’s been busy buying? What have they bought? Which PE firms are driving the deals? And what does it all mean for the rest of the year? These questions and more are covered. Additionally, the team takes a deep dive into Osaic’s recent capital raise—which includes a minority investment by Bain Capital—plus LPL and Private Advisor Group’s acquisition of Mariner’s $31bn platform business.
You can check out the Deals Database here - https://citywire.com/ria/deals