News & Press Releases
Gorman Jones advised Nashville-based Covenant Partners on its sale to Cerity Partners
Gorman Jones shares perspectives on how AI is impacting M&A in the Wealth Management industry
Gorman Jones weighs in on the pressures facing smaller RIAs
Gorman Jones featured in Planadvisor's M&A Roundup for January and February 2026
Gorman Jones served as exclusive financial advisor to Alpha Cubed on its sale to Captrust
Gorman Jones advised Burt Wealth Advisors on its sale to Creative Planning
Gorman Jones served as exclusive financial advisor to Greenwood Gearhart in connection with its minority investment from Constellation Wealth Capital
Fast-growing Arkansas RIA worked with Gorman Jones to evaluate potential minority partners
EP Wealth Advisors began the year with the acquisition of a Nashville-based firm managing approximately $500M, reinforcing its national expansion strategy.
A newly launched RIA-focused investment bank led by industry veteran Rush Benton completed its first transaction shortly after formation.
Former Captrust M&A leader Rush Benton joined the board of Coldstream, bringing extensive dealmaking and advisory experience to the firm.
Rush Benton announced the launch of a new investment bank focused on the RIA space, targeting advisory firms seeking strategic transactions and capital.
Rush Benton announced his departure from Captrust, marking a transition that would precede the launch of his independent advisory platform.