Private equity buyers of wealth management firms

• A transaction counts when its announcement headline names wealth management work, or DFX tagged the company bought as wealth management. The match is on words, not on a classifier, and every match was read when the list was built.
• A firm counts when the announcement names it as the private equity sponsor on the buy side, directly or through a portfolio company making an add-on, and DFX has resolved it to a firm record.
• Each firm is counted once per transaction. Ranked by transactions, then by the date of the latest.

Included

• Dated private equity transactions in the DFX transaction record whose target is in wealth management.

Left out

• Strategic acquirers with no private equity sponsor named.
• Lenders, advisers and co-investors named on the same deals.
• Transactions with no announcement date.

• The most active buyer has 5 transactions on record.
• 6 firms have bought more than once.
• 11 transactions were add-ons to a platform the sponsor already owned.
• 12 buyer-transactions fall in the last 24 months.

• Private equity buyers of HVAC companies
• Private equity buyers of dental practices and dental service organizations
• Private equity buyers of accounting and tax firms
• Private equity buyers of insurance agencies and brokers
• Private equity buyers of home services companies
• Private equity buyers of plumbing companies
• Private equity buyers of roofing companies
• Private equity buyers of industrial services companies

• Press releases and portfolio news published by the buyers, the sellers and their advisers, each kept with its URL
• 17 distinct publishing sites behind the transactions on this page

Every source DFX reads is listed with its rights determination on the sources page.

• Every private equity transaction
• Private equity firms
• Platforms and add-ons