Williams & Fudge Acquires RGS Financial

GLASfunds Acquires Fund Formation Group

September 7, 2023

Wealth Management

GLASfunds, a turnkey alternative investment platform based in Cleveland, has acquired Fund Formation Group, a Texas-based firm that launches and operates fund structures for RIAs and wealth advisors. As part of the deal, FFG founder Thomas Haynes will join GLASfunds as Director of Business Development and GLASfunds will service FFG clients while expanding its presence in the Dallas area.

ZRG Acquires RoseRyan, Inc.

April 8, 2022

Consulting

ZRG, a global talent advisory firm backed by RFE Investment Partners, has acquired RoseRyan, Inc., a Silicon Valley-based finance and accounting consulting firm. The acquisition expands ZRG's finance and accounting consulting capabilities and West Coast presence; financial terms were not disclosed.

CI Financial Acquires Majority Interest in RGT Wealth Advisors

November 24, 2020

Wealth Management

CI Financial Corp. will acquire a majority ownership stake in RGT Wealth Advisors, a Dallas-based registered investment advisor with approximately US$4.7 billion in client assets, in a deal to be paid in cash and CI shares. The transaction, expected to close in Q4 2020 subject to regulatory and stock exchange approvals, expands CI's U.S. wealth footprint (bringing U.S. wealth assets to ~US$21 billion) while RGT principals will retain a meaningful ownership stake.

RSG Group Acquires Gold's Gym

July 13, 2020

Healthcare Services

RSG Group GmbH was selected as the winning bidder in a court-approved auction and is set to acquire Gold's Gym, with an estimated purchase price of $100 million. The acquisition will allow Gold's Gym to emerge from Chapter 11 with 61 company-owned locations and more than 600 franchise-owned clubs, expanding RSG's global footprint.

TWFG Insurance Acquires Wade Insurance Agency in Ohio

April 1, 2023

Insurance

TWFG Insurance (The Woodlands Financial Group) has acquired the Wade Insurance Agency (Ralph E. Wade Insurance Agency) and will combine it with a recent local TWFG acquisition (AIS) to create a regional Ohio presence. The combined local offices will have about 25 staff, expanding TWFG’s retail agency footprint and carrier access in the state.

Robertson Stephens Acquires CAFG Private Wealth

October 8, 2024

Wealth Management

Robertson Stephens Wealth Management has acquired CAFG Private Wealth, a registered investment advisor managing over $240 million in assets. Tom Chernesky and his team join Robertson Stephens as the firm opens its first Greater Chicago office, marking Robertson Stephens' fifth acquisition of 2024 and bringing its assets under management to over $7 billion.