EP Wealth Advisors expands presence in Phoenix with acquisition of Clearview Wealth Advisors by Released | Dec 17, 2025 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced the acquisition of Clearview Wealth Advisors, a planning-focused firm serving clients across the Pacific Northwest and the Phoenix metropolitan area.
Slate Asset Management and Hamilton Lane acquire majority stake in Cold-Link Logistics by Released | Dec 16, 2025 Slate Asset Management, a global investor and manager focused on essential real estate and infrastructure, and private markets investment management firm Hamilton Lane have announced the acquisition of a majority equity stake in Cold-Link Logistics, one of the 10 largest privately held cold storage platforms in North America.
Morgan Stanley Real Estate investing acquires LAX last-mile delivery facility by Released | Dec 16, 2025 Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), has announced the acquisition of a last-mile delivery distribution facility adjacent to Los Angeles International Airport (LAX) that is long-term net-leased to a major multinational ecommerce retailer.
Cerity Partners and Nasdaq Private Market form alliance to expand private market offerings by Released | Dec 15, 2025 Cerity Partners, an independent wealth management firm, has announced a strategic partnership with Nasdaq Private Market (NPM), a firm in secondary liquidity for private companies and employee shareholders.
Storen Financial expands investment opportunities with Dynasty Financial partnership by Released | Dec 15, 2025 Dynasty Financial Partners is bringing on Storen Financial, an Indiana-based comprehensive financial services firm managing approximately $500 million in client assets and serving more than 5,000 business, tax and investment clients.
Indivisible Partners announces partnership with K|H Private Wealth by Released | Dec 15, 2025 K|H Private Wealth, an independent advisory firm founded by Kevin Karrh, has joined Indivisible Partners.
Diamond Hill to be acquired by First Eagle Investments by Released | Dec 12, 2025 Diamond Hill Investment Group and First Eagle Investments have announced that they have entered into a definitive agreement under which First Eagle will acquire all outstanding shares of Diamond Hill for $175 per share in an all-cash transaction valuing the company at approximately $473 million.
Creative Planning acquires Marshall Financial Group, growing AUM by $900m by Released | Dec 10, 2025 Creative Planning, one of the nation’s largest registered investment advisers (RIAs), has announced it has acquired Marshall Financial Group, an established RIA in Doylestown, Pa.
Sound Point partners with CAIS by Released | Dec 5, 2025 Sound Point Capital Management has formed a partnership with CAIS.
Wells Fargo acquires $3b Munster Freeman Group by Elise Mackanych | Dec 2, 2025 Wells Fargo has acquired $3 billion private wealth team, the Munster Freeman Group.
$1.2b female-founded RIA selects Beacon Pointe Advisors by Released | Nov 19, 2025 Beacon Pointe Advisors introduces its latest acquisition of Hemington Wealth Management in Falls Church, Va., and Chicago, reinforcing its commitment to women-led leadership and client excellence.
Newbrook Capital Properties acquires 340-unit multifamily portfolio in Norfolk metro for $58.2m by Released | Nov 19, 2025 Newbrook Capital Properties, a private multifamily investment firm, has acquired a 1990s vintage two-property portfolio totaling 340 units in the Norfolk, Va., metropolitan area for $58.2 million.
Charles Schwab to acquire Forge Capital by Released | Nov 7, 2025 The Charles Schwab Corp. has announced it has entered into a definitive agreement to acquire Forge Global Holdings in a transaction valued at approximately $660 million.
Cove Capital Investments acquires two industrial assets near Houston by Released | Apr 18, 2025 Cove Capital Investments, a Delaware Statutory Trust (DST) sponsor company that specializes in providing accredited investors access to debt-free options for their 1031 exchange and direct cash investments, announced it has completed the acquisition of two properties to finalize its new Texas Small Bay Industrial Portfolio 86 DST offering.
Inland Real Estate, Devon completes self-storage facility in Springfield, Mass. by Released | Mar 17, 2025 Inland Real Estate Investment Corp. and Devon Self Storage have completed construction of a 59,837-square-foot class A self-storage facility located in Springfield, Mass.
