Walkner Condon Financial Advisors Acquires King Financial Group

World Investments, Inc. Acquires Freeman & Vannauker LLC

January 14, 2025

Financial Services

World Investments, Inc. announced the acquisition of Freeman & Vannauker LLC, an independent financial services practice based in Freehold, New Jersey, bringing approximately $190 million in assets under management into World’s network. Freeman & Vannauker is migrating its RIA and broker-dealer accounts to World Investments to streamline operations and expand the buyer’s presence in the New York City metro area.

Mariner Wealth Advisors Acquires Confluence Financial Planning

January 2, 2024

Wealth Management

Mariner Wealth Advisors acquired Confluence Financial Planning on Dec. 31, adding a Sacramento office and roughly $360 million in client assets to Mariner's platform. Confluence, founded in 1983, retained its six associates and will operate under the Mariner Wealth Advisors name as the firm's first Sacramento location.

King Risk Partners Acquires Spencer Financial

May 18, 2025

Insurance

King Risk Partners has acquired Spencer Financial, an independent insurance agency based in Tampa, Florida, to strengthen its presence in Northwest Florida. The deal expands King Risk Partners' personal and commercial insurance capabilities and brings Spencer Financial's experienced team into King Risk's PE-backed platform.

Willdan Group Acquires Compass Municipal Advisors

January 2, 2026

Financial Services

Willdan Group, Inc. (through its subsidiary Willdan Financial Services) completed the acquisition of Compass Municipal Advisors, LLC, an independent municipal advisory firm headquartered in Lexington, South Carolina. The undisclosed transaction expands Willdan's geographic footprint and enhances its municipal advisory and public finance capabilities.

Winged Keel Group Acquires The Madison Group, Expands into Denver

June 1, 2023

Insurance

Winged Keel Group acquired The Madison Group and opened a new Denver office led by Principal Mark J. Richards. The transaction brings The Madison Group's life insurance brokerage expertise and an eight-person team into Winged Keel's platform to support ultra-high-net-worth clients, family offices, and privately held businesses in the Denver market.

Mercer Global Advisors Acquires Kingfisher Capital

October 24, 2023

Financial Services

Mercer Global Advisors acquired Kingfisher Capital, LLC, a Charlotte-based wealth management and family office-style advisory firm that manages roughly $630 million in client assets across about 210 clients. The deal expands Mercer's presence in the South/Southeast and brings Kingfisher's founders and team into Mercer’s national RIA platform, which is majority-owned by Oak Hill Capital and Genstar Capital.