News & Press Releases | Gorman Jones

InvestmentNews August 2026

AI hasn’t moved RIA valuations yet, but it’s rewriting the seller’s checklist

Rush Benton explains why AI has yet to move RIA valuations and how it is already reshaping the way sellers choose a buyer.

PR Newswire April 2026

Cerity Partners Announces Merger with Covenant Partners LLC

Gorman Jones advised Nashville-based Covenant Partners on its sale to Cerity Partners.

WealthManagement.com April 2026

RIA Buyers Say Slow Growers Must Prove Deal Will Boost Production

Gorman Jones weighs in on the current landscape for RIA mergers and acquisitions.

WealthManagement.com April 2026

Deals & Moves: Integrated Partners Lures $609M BXB from Ameriprise

Gorman Jones represented Covenant Partners in the transaction.

Citywire RIA April 2026

Here’s how AI is shaking up the dealmaking landscape

Gorman Jones shares perspectives on how AI is impacting M&A in the wealth management industry.

PLANADVISER March 2026

January, February Active Months for RIA M&A

Gorman Jones weighs in on the downside to high-profile negotiations.

Barron’s Advisor March 2026

These Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down

Gorman Jones weighs in on the pressures facing smaller RIAs.

Wealth Solutions Report February 2026

Deals & Recruiting Roundup: Bluespring, LPL, McKinsey, Mariner And More

Gorman Jones served as Alpha Cubed’s advisor in the CAPTRUST transaction.

WealthManagement.com February 2026

Captrust Buys $3.8B Alpha Cubed Advisory Firm

Gorman Jones served as exclusive financial advisor to Alpha Cubed on its sale to Captrust.

WealthManagement.com December 2025

Creative Planning Adds $1B Maryland RIA

Gorman Jones advised Burt Wealth Advisors on its sale to Creative Planning.

Citywire RIA November 2025

Exclusive: Constellation invests in fast-growing Arkansas RIA Greenwood Gearhart

Gorman Jones served as exclusive financial advisor to Greenwood Gearhart on its minority investment from Constellation Wealth Capital.

Citywire RIA July 2025

$1.6bn Greenwood Gearhart considering sale of minority stake through new growth plan

Fast-growing Arkansas RIA worked with Gorman Jones to evaluate potential minority partners.

WealthManagement.com February 2025

EP Wealth Adds $500M Nashville RIA

EP Wealth Advisors started 2025 with the acquisition of a Nashville-based firm managing approximately $500M.

Citywire RIA February 2025

Rush Benton’s new I-bank strikes first deal

Rush Benton’s newly launched RIA-focused investment bank completes its first transaction.

WealthManagement.com November 2024

Former Captrust M&A Head Joins Coldstream Board of Directors

Rush Benton joins the board of Coldstream, bringing extensive dealmaking and advisory experience.

Citywire RIA June 2024

Ex-Captrust M&A head Rush Benton unveils new RIA investment bank

Rush Benton announces the launch of a new investment bank focused on the RIA space.

Citywire RIA April 2024

Exclusive: Captrust M&A head Rush Benton to step down

Rush Benton announces his departure from Captrust ahead of launching his independent advisory platform.