Generational Group Acquires The 86 Group

Generational Wealth Launches Following Merger and $100M Acquisition

January 16, 2026

Wealth Management

Generational Wealth launched as a unified wealth management and financial planning firm after a merger tied to a joint $100 million acquisition, entering the market with over $900 million in assets under management and administration. Headquartered in North Palm Beach, Florida, the firm said it will combine fiduciary financial planning, an in-house investment team, and invest in technology and talent as it scales.

Generational Group Backs Management Buyout of Precocity

February 1, 2022

IT Services

Generational Group has backed a management-led buyout of Dallas-based tech consulting firm Precocity, finalizing the transaction with Precocity's parent company, Chenega Corporation, on February 1, 2022. The acquisition brings software engineering, data science/AI, cloud and UX capabilities into Generational's advisory platform to expand its technology services offering.

Egon Zehnder Acquires The Prince Houston Group

July 8, 2025

Professional Services

Egon Zehnder has acquired The Prince Houston Group, a boutique New York executive search firm specializing in asset and wealth management. The deal integrates The Prince Houston Group’s specialized team into Egon Zehnder’s global leadership advisory platform to strengthen its U.S. financial services practice and expand capabilities in asset and wealth management recruitment.

Simplicity Group Acquires The Leaders Group, Inc.

February 15, 2023

Financial Services

Simplicity Group Holdings, Inc. has entered into a definitive agreement to acquire The Leaders Group, Inc., a national independent broker-dealer based in Littleton, Colorado. The acquisition expands Simplicity's distribution capability into the brokerage general agency (BGA) channel and enhances its ability to support independent financial advisors and BGAs with insurance and securities distribution services.

Wealth Enhancement Group Adds The Financial Advisory Group (Houston RIA)

June 9, 2024

Financial Services

Wealth Enhancement Group has added The Financial Advisory Group, LLC, a Houston-based independent RIA led by Richard J. Alphonso, bringing a team of seven advisors and 14 support staff managing over $1.22 billion in client assets. The move expands Wealth Enhancement Group's presence in Texas (its third location in the state) and broadens its tax planning, family office and niche advisory capabilities.

Gryphon Strategies Acquires Cowley Advisory Group

October 13, 2020

Professional Services

Gryphon Strategies has acquired Los Angeles-based Cowley Advisory Group to expand its West Coast presence and broaden its investigations, litigation support and business intelligence capabilities. Tom Cowley will remain as a Senior Advisor for one year and then join Gryphon's Advisory Board, while Nicole Moss will join Gryphon as a Partner in the litigation support and investigations practice.