Financial services provider buys Cayman-based trust firm
In a bid to create one of the ‘strongest private wealth teams’ in the market
In a bid to create one of the ‘strongest private wealth teams’ in the market
How acquirers should approach the advice M&A market
As it looks to exit the insurance market and become an investment business
Combined business will offer an array of services including retirement, estate planning and tax advice
A round-up of people moves and M&A deals across North America
Binding offers are reportedly expected in the next few weeks
As it sets out ambitious consolidation plans
It will use the money to create a ‘buy-and-build’ consolidation programme
A round-up of people moves and M&A deals across North America
Company will continue to make ‘select acquisitions’ to supplement its organic growth
‘A difficult recruitment market may have persuaded you to overpay staff – and that’s a problem for buyers’
It is ‘keen to speak to more businesses’ about M&A deals