Carlyle backs MAI Capital, Prime Capital and Captrust, and is bidding for Wealth Enhancement. What overlapping Carlyle RIA platforms do to your auction.
Browsing: RIA M&A
Aspen’s 8th deal spotlights permanent-capital RIA buyers who promise never to resell you, just as PE-backed roll-ups approach their exit clock. What sellers should ask.
Dynasty’s Optima deal shows RIA consolidation in 2026 pivoting from buying AUM to selling growth services. What the deal data means for advisors weighing a sale.
Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.
Echelon: Q1 2026 RIA M&A set a record with 142 deals and $1.67T in AUM transacted. PE drove 72% of activity as US firms pushed into Europe and Australia.