Acquisitions Purchase
Recent Wealth Management Acquisitions
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Purchase the full list for Wealth Management Acquisitions
658 rows · from $199 · CSV + XLSX
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Full Export
Purchase the full list for Wealth Management Acquisitions
658 rows · from $199 · CSV + XLSX
Get a point-in-time export of all tracked rows for this page. We email the file immediately after purchase.
What the export looks like
| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2026-11-05 | CAPTRUST Adds Pacific Sage Partners | CAPTRUST Financial Advisors | Pacific Sage Partners | Wealth Management | Addon | Washington, United States | Confirmed closed |
| 2026-11-05 | Bastion Fiduciary Acquires SJL Financial | Bastion Fiduciary | SJL Financial | Wealth Management | Addon | Delaware, United States | Presumed closed |
| 2026-10-30 | South Atlantic Bank to Acquire Eastover Investment Advisors | South Atlantic Bank | Eastover Investment Advisors (d/b/a Eastover Capital Management) | Wealth Management | Buyout | North Carolina, United States | Presumed closed |
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