All articles by Satarupa Bhowmik

Satarupa Bhowmik

Goldman Sachs, UBS lead South America M&A financial advisory rankings in 2024

Goldman Sachs topped by value with $12.7bn in deals, while UBS led by volume with 12 transactions.

Generali to buy majority stake in credit investment firm MGG for $320m

MGG will remain under Kevin Griffin’s leadership, with its investment strategy and processes unchanged.

BlackRock records profit of $1.67bn in Q4 2024

BlackRock generated $20.41bn in full-year 2024 revenue, compared with $17.86bn in the previous year.

Advisor360° takes over Gen AI tech firm Parrot AI

This acquisition enables Advisor360° to offer advanced tools for recording, transcribing, and summarising meetings.

Elevation Point picks stake in Michigan RIA Stonebrook Private

Stonebrook Private is engaged in providing wealth, tax, and estate planning services.

Mariner adds $1bn in assets with three acquisitions

The deals form part of Mariner’s efforts to expand to 5,000 advisors by 2027.

Wealth Enhancement acquires Ohio RIA Danison & Associates

This deal adds over $82m in client assets of Danison & Associates to Wealth Enhancement’s portfolio, which now exceeds $103bn.

Liechtenstein’s LLB completes acquisition of ZKB Austria

The acquisition sees LLB taking over 100% of ZKB Austria’s share capital. Credit: fizkes/Shutterstock.

Bain Capital sweetens buyout offer for Insignia to nearly $1.8bn

Insignia is receiving financial advice from Citigroup, Gresham Advisory Partners, and legal counsel from King & Wood Mallesons.