As the final stats on M&A for 2023 come in, one thing we know for certain. The number of firms offering minority investments has grown substantially in 2023 and continues in 2024.
As the final stats on M&A for 2023 come in, one thing we know for certain. The number of firms offering minority investments has grown substantially in 2023 and continues in 2024.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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