Marcus & Millichap Acquires Mission Capital

Marcus & Millichap Acquires Metropolitan Capital Advisors

April 1, 2020

Real Estate

Marcus & Millichap, through its Marcus & Millichap Capital Corporation (MMCC) subsidiary, has acquired Dallas-based Metropolitan Capital Advisors (MCA), a commercial real estate finance intermediary. The acquisition brings MCA's team and lender relationships into MMCC to expand its capital markets product offerings and strengthen financing coverage, particularly in Texas and the Southwest.

Marcus & Millichap Acquires Eisendrath Finance Group Inc.

January 13, 2022

Real Estate

Marcus & Millichap Inc. has acquired Eisendrath Finance Group Inc. and will integrate founder Brian Eisendrath into its Institutional Property Advisors (IPA) division as executive managing director focused on multifamily debt, equity and capital markets advisory. Eisendrath brings a long track record of agency and non-agency financing originations (more than $35 billion in closed financings since 2005), which Marcus & Millichap says will expand IPA’s capital markets capabilities and support its strategic alliance with M&T Realty Capital.

Mission Wealth Acquires Logic Capital Management

January 28, 2025

Financial Services

Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.

Segal Marco Advisors Acquires Milliman's San Francisco Investment Consulting Practice

July 7, 2022

Consulting

Segal Advisors, Inc. (d/b/a Segal Marco Advisors) has acquired Milliman Inc.'s San Francisco investment consulting practice in a divestiture transaction. The move expands Segal Marco's research and consulting capabilities, increases its public-sector footprint, and adds endowments and foundations to its client roster.

PMA Financial Acquires Miles Capital

January 29, 2020

Financial Services

PMA Financial Network has reached a definitive agreement to acquire substantially all assets of Miles Capital, Inc. from Chairman David Miles and other employee owners and investors. Miles Capital is an independent, SEC-registered investment adviser managing approximately $1.7 billion in AUM; the deal was expected to close in Q1 2020 and terms were not disclosed.

Janney Montgomery Scott Acquires TM Capital

November 8, 2023

Financial Services

Janney Montgomery Scott LLC has agreed to acquire TM Capital, a middle-market investment bank with offices in Atlanta, Boston, and New York City. The deal expands Janney's Capital Markets Group by adding M&A advisory expertise across business services, industrials, healthcare, and consumer sectors; the acquisition is expected to close by year-end subject to regulatory approval.