News & Press Releases
Gorman Jones advised Nashville-based Covenant Partners on its sale to Cerity Partners.
Gorman Jones weighs in on the the current landscape for RIA mergers and aquisitions.
Gorman Jones represented Covenant Partners in the transaction.
Gorman Jones shares perspectives on how AI is impacting M&A in the Wealth Management industry.
Gorman Jones weighs in on the downside to high-profile negotiations.
Gorman Jones weighs in on the pressures facing smaller RIAs.
Gorman Jones served as Alpha Cubed’s advisor in the CAPTRUST transaction.
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.