| Date | Title | Description |
| 05.09.2023 | PracticeTek and Integrated Practice Solutions Merge to Creat... | Knoxville, TN & San Diego, CA, September 05, 2023 –
, a leading provider of software and paymen... |
| 29.08.2023 | Private Equity in Wealth Management: Lightyear Capital
| By Diana Britton
Wealth management has been the focus of Lightyear Capital since its founding in 20... |
| 24.08.2023 | Allworth Financial Appoints Tom Naratil to its Board of Dire... | Folsom, CA, August 24, 2023 – Allworth Financial, one of the ten fastest growing RIAs in America
, ... |
| 10.08.2023 | Kohlberg & Company to Acquire Majority Stake in Engage P... | Mount Kisco & New York, August 9, 2023 – Kohlberg & Company, LLC ("Kohlberg") toda... |
| 24.07.2023 | Lightyear Capital adds Tom Naratil as Operating Partner
| New York, July 24, 2023 – Lightyear Capital LLC ("Lightyear"), a New York-based private eq... |
| 14.07.2023 | Father-Daughter $260M Massachusetts Firm, The Harvest Group,... | Folsom, CA, July 11, 2023 – With the completion of its 29
partnership, award-winning Allworth Finan... |
| 12.07.2023 | Cerity Partners Welcomes Lumina Financial Consultants
| New York, NY, July 12, 2023 –
a leading independent wealth management firm in the U.S., announced t... |
| 12.05.2023 | Double Acquisition Establishes Northern Ireland Presence for... | Nottingham, England, May 11, 2023 – The Wren Sterling Group has added around 2,000 clients and £400m... |
| 12.05.2023 | PracticeTek Announces Strategic Alliance with Inception Onli... | KNOXVILLE, TN, May 09, 2023 – PracticeTek, an alliance of innovative software companies, announced t... |
| 07.05.2023 | Cerity Partners Welcomes AJ Wealth
| New York, NY, July 5, 2023 –
a leading independent wealth management firm in the U.S., announced to... |
| 26.04.2023 | Allworth adds $506M McDaniel Knutson Financial Partners of L... | Folsom, CA, April 26, 2023 – With the completion of its 28
partnership in five years, award-winning... |
| 16.03.2023 | Webinar: Talent in Private Equity
| New York, NY, March 16, 2023 – Jon Davies, Head of Talent, Lightyear Capital, moderated a discussion... |
| 08.03.2023 | Allworth Acquires Nevada’s Redrock Wealth Management
| Folsom, CA, March 8, 2023 – With the completion of its 27
partnership - the third of 2023 and its s... |
| 08.03.2023 | Allworth Financial Acquires $417M BD Affiliated Advisory Tea... | Folsom, CA, March 8, 2023 – Allworth Financial, the 9
fastest growing registered investment advisor... |
| 17.01.2023 | Cerity Partners Welcomes ARGI Financial
| New York, NY, January 10, 2023 –
closed its merger with ARGI Financial, bringing together two highl... |
| 16.01.2023 | Wren Sterling Group Appoints Former CEO of Ruffer, Clemmie V... | New York & London, January 16, 2023 – The Wren Sterling Group has announced the appointment of e... |
| 22.09.2022 | PracticeTek Acquires GrowthPlug to Help Healthcare Practices... | Knoxville, TN & Portland, OR, September 22, 2022 –
, a leading provider of software and payment... |
| 15.09.2022 | Lightyear Capital adds Michael Langer as Managing Director a... | New York, September 15, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based priva... |
| 07.09.2022 | Ron Markezich Appointed Chief Executive Officer of Lighthous... | SEATTLE, WA --
, a leader in technology-enabled eDiscovery, compliance, and information governance ... |
| 24.08.2022 | Webinar: Delivering Better Healthcare
| New York, NY, July 11, 2022 – Michal Petrzela, Managing Director, moderated an interactive conversat... |
| 24.08.2022 | Allworth Acquires New York’s Muchler Financial Services
... | Folsom, CA, August 24, 2022 – With the completion of its 22nd partnership in four years, Allworth Fi... |
| 24.08.2022 | Allworth Expands Midwest Presence with Acquisition of Second... | Folsom, CA, August 24, 2022 – Allworth Financial, the 9th fastest growing RIA in America
, just ann... |
| 19.07.2022 | Benjamin Pajak named CEO of HealthPlanOne LLC
| TRUMBULL, CT, July 19, 2022 – HealthPlanOne, a digital health distribution platform for the 65+ mark... |
| 06.07.2022 | Wren Sterling announces acquisition of Critchleys Financial ... | New York & London, July 06, 2022 – Wren Sterling Group, one of the UK’s leading providers of spe... |
| 13.06.2022 | Cerity Partners Welcomes a Recapitalization led by Genstar C... | New York, NY, June 13, 2022 –
, one of the premier independent wealth management firms in the U.S.,... |
| 08.06.2022 | Wren Sterling adds £675mn AUM with adviser purchase
| New York & London, June 08, 2022 – Wren Sterling Group has bought Manchester-based advice firm M... |
| 08.06.2022 | Allworth Financial Partners with New Mexico’s UAS Wealth Adv... | Folsom, CA, June 8, 2022 – Allworth Financial, the 9th fastest growing RIA in America
, has acquire... |
| 08.06.2022 | Allworth Financial Partners with North Carolina’s Adams Chet... | Folsom, CA, June 8, 2022 – With the completion of its second partnership in two weeks, Allworth Fina... |
| 06.06.2022 | Vehlo Announces Strategic Growth Investment
| Knoxville, TN, June 6, 2022 – Vehlo, a leading provider of software and financial solutions for the ... |
| 02.06.2022 | Five Leading Orthodontic Software Providers Form Collaborati... | Atlanta, GA, June 2, 2022 – Five leading orthodontic software providers have come together in a new ... |
| 17.05.2022 | Will Rising Rates & Volatility Derail the Advisor M&... | New York, May 17, 2022 – Lightyear Capital LLC ("Lightyear"), Managing Director Max Rakhli... |
| 03.05.2022 | Cerity Partners Welcomes Permit Capital Advisors
| New York, NY, May 3, 2022 –
, one of the foremost independent wealth management firms in the U.S., ... |
| 04.04.2022 | Lightyear Capital appoints Maria Veltre as Senior Advisor to... | New York, April 4, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based private eq... |
| 24.03.2022 | Allworth Financial Expands Midwestern Presence with Horseman... | Folsom, CA, March 24, 2022 – Barron’s 23rd ranked Registered Investment Advisor (RIA) Allworth Finan... |
| 28.02.2022 | Lightyear Capital Hires Courtney Sullivan as Head of Fundrai... | New York, February 28, 2022 – Lightyear Capital LLC ("Lightyear"), a New York-based privat... |
| 22.02.2022 | Cerity Partners Expands Texas Presence Via Merger with Inves... | Houston, TX, February 22, 2022 –
, one of the nation's premier independent wealth management firms,... |
| 03.02.2022 | Virtual Fireside Chat: Wealth Management Redefined
| New York, NY, March 2, 2022 – Max Rakhlin, Managing Director, moderated an interactive conversation ... |
| 24.01.2022 | Schellman Acquires Scott S. Perry, CPA PLLC To Expand and St... | TAMPA, Fla., January 24, 2022 – Tampa-based Schellman, a leading provider of attestation and complia... |
| 12.01.2022 | Merger of Cerity Partners and Brouwer & Janachowski, LLC... | Mill Valley, CA, January 5, 2022 –
, one of the nation's premier independent wealth management firm... |
| 11.01.2022 | Allworth Financial Acquires California and Texas-based Teams... | Folsom, CA, November 1, 2022 – Allworth Financial, the ninth fastest growing Registered Investment A... |
| 06.01.2022 | Allworth Financial Appoints Mike Linton, Eash Sundaram and M... | Folsom, CA, January 6, 2022 â Allworth Financial, the fourth fastest growing RIA in America
, ann... |
| 03.01.2022 | Cerity Partners Merges with Boston-based Daintree Advisors, ... | Boston, MA, March 1, 2022 –
, one of the nation's premier independent wealth management firms, toda... |
| 02.01.2022 | Allworth Financial Expands California Presence with Johanson... | Folsom, CA, February 1, 2022 – Barron’s Top 50 RIA Allworth Financial
, has acquired Johanson Finan... |
| 27.12.2021 | Wren Sterling has Completed its Secondary Management Buyout
... | New York & London, December 27, 2021 – Wren Sterling has announced that its secondary management... |
| 06.12.2021 | Lightyear Capital Leads Recapitalization of PracticeTek, Joi... | New York & Knoxville, TN, December 06, 2021 â Lightyear Capital LLC ("Lightyear"), a... |
| 23.11.2021 | Merger of Cerity Partners and Bingham Osborn & Scarborou... | San Francisco, November 23, 2021 –
, one of the nation's premier independent wealth management firm... |
| 15.11.2021 | Lightyear Capital Completes $1.6 Billion Fund V Fundraise
... | New York, November 15, 2021 – Lightyear Capital LLC ("Lightyear"), a New York-based privat... |
| 10.11.2021 | Allworth Partners with Arizona's RG Capital
| Scottsdale, AZ, November 10, 2021 – Allworth Financial, ranked as one of the top 25 RIAs in America
... |
| 13.10.2021 | Allworth Financial Announces New Partnership with California... | Folsom, CA, October 13, 2021 â Allworth Financial, the 4th fastest growing RIA in America
, has p... |
| 17.09.2021 | Lightyear Capital Partners with Schellman & Company, LLC... | New York, September 17, 2021 â Lightyear Capital LLC ("Lightyear") today announced that ... |
| 15.09.2021 | Webinar: Embedded Finance
| New York, NY, September 15, 2021 – Michal Petrzela, Managing Director, Lightyear Capital, moderated ... |
| 01.09.2021 | Allworth Financial Announces $385 Million Partnership with N... | Bel Air, MD., September 1, 2021 – Allworth Financial, the 4th fastest growing RIA in America
, has ... |
| 17.08.2021 | Lightyear Capital Names Former Fiserv Executive Marc West as... | New York, NY—August 17, 2021—Lightyear Capital LLC (“Lightyear”), a New York-based private equity fi... |
| 21.07.2021 | Lightyear Capital Agrees to Acquire Wren Sterling
| New York, NY , July 21, 2021- Lightyear Capital LLC ("Lightyear") today announced that inv... |
| 14.07.2021 | Allworth Financial Continues National Expansion - Partners w... | SACRAMENTO, Calif., July 14, 2021- Allworth Financial, the 4th fastest growing RIA in America
, has... |
| 08.07.2021 | Lighthouse Aims to Transform the Document Review Market with... | SEATTLE--(BUSINESS WIRE)--Lighthouse, a leader in technology-enabled ediscovery, compliance and info... |
| 29.06.2021 | Lightyear Capital Announces Sale of Datalot to Centerfield | New York, NY – June 29, 2021 – Lightyear Capital LLC ("Lightyear") today announced that an... |
| 01.06.2021 | Cerity Partners featured in AdvisorHub | New York, NY â June 2021 â Cerity Partners was featured in the June edition of
. Read the full ... |
| 18.05.2021 | Lightyear Capital, Oak HC/FT, and Greater Sum Ventures Close... | New York, NY – May 18, 2021 – Lightyear Capital LLC ("Lightyear"), Oak HC/FT, and Greater ... |
| 13.05.2021 | Lightyear Capital on the Future of WealthTech: Financial Pla... | Lightyear Capital LLC ("Lightyear"), recently participated in a panel discussion at the Fi... |
| 11.05.2021 | Lightyear Capital Appoints Steve Auerbach as Senior Advisor ... | New York, NY, November 5, 2021 – Lightyear Capital LLC (“Lightyear”), a New York-based private equit... |
| 13.04.2021 | Allworth Financial Partners with $340 Million RIA Shone Weal... | SACRAMENTO, Calif., April 13, 2021 â Allworth Financial, the 4th fastest growing RIA in America
,... |
| 08.04.2021 | Lightyear Capital, Oak HC/FT, and Greater Sum Ventures Annou... | New York, NY – April 7, 2021 – Lightyear Capital LLC ("Lightyear"), Oak HC/FT, and Greater... |
| 11.03.2021 | Allworth Financial Expands Southwestern U.S. Presence with D... | Folsom, CA, November 3, 2021 – Barron’s Top 100 RIA Allworth Financial
has acquired DeGreen Capital... |
| 13.02.2021 | Steven G. Auerbach Joins HPOne Board of Directors
| TRUMBULL, CT, February 11, 2021 –
, a leading sales and marketing organization operating across mul... |
| 12.02.2021 | Allworth Founders Scott Hanson & Pat McClain Named to In... | SACRAMENTO, Calif., February 10, 2021 – /PRNewswire/ --
has recognized Allworth Financial Co-founde... |
| 11.02.2021 | Steven G. Auerbach Joins HPOne Board of Directors
| TRUMBULL, CT, February 11, 2021 â
, a leading sales and marketing organization operating across m... |
| 10.02.2021 | Allworth Founders Scott Hanson & Pat McClain Named to In... | SACRAMENTO, Calif., February 10, 2021 â /PRNewswire/ --
has recognized Allworth Financial Co-foun... |
| 08.02.2021 | Lightyear Capital Closes on Sale of Datalot to Centerfield | New York, NY – August 2, 2021 – Lightyear Capital LLC ("Lightyear") today announced that a... |
| 02.02.2021 | Cerity Partners Adds Bainco International Investors
| Chicago – February 2, 2021 –
, one of the nation's leading independent financial advisory firms, an... |
| 28.01.2021 | Lightyear Capital Announces Senior Promotions | New York, NY – January 28, 2021 – Lightyear Capital LLC ("Lightyear"), a New York-based pr... |
| 15.12.2020 | Cerity Partners Announces the Addition of Two Teams
| Chicago – December 15, 2020 –
, one of the nation's leading independent financial advisory firms, a... |
| 20.10.2020 | Lightyear Capital and Ontario Teachersâ Pension Plan Agree... | New York, NY and Toronto, Ontario â October 20, 2020 â Investment funds affiliated with Lightyea... |
| 24.09.2020 | Lightyear Capital Names Kevin Watters Senior Advisor
| New York, NY—Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm foc... |
| 24.09.2020 | Lightyear Capital Announces the Formation of ProfitSolv
| New York, NY—Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm foc... |
| 03.08.2020 | Lightyear Capital Research Featured in Forbes Embedded Finan... | Lightyear Capital is pleased to have had its market research on embedded finance, which encompasses ... |
| 22.06.2020 | Lightyear Capital Announces Majority Investment in HPOne
| New York, NY– June 22, 2020—Lightyear Capital LLC ("Lightyear"), a New York-based private ... |
| 21.01.2020 | Cerity Partners Merges with 30-Year Industry Veteran, Sulliv... | Chicago, January 21, 2020 â /PRNewswire/ --
, one of the nation's leading independent financial a... |
| 14.01.2020 | Cerity Partners Announces Merger with $3 Billion AUM Wealth ... | Chicago, January 14, 2020 â /PRNewswire/ --
, one of the nation's leading independent financial a... |
| 02.08.2019 | Lightyear Capital and PSP Investments Close on Sale of Advis... | New York, August 2, 2019 â Lightyear Capital LLC ("Lightyear"), a New York-based private... |
| 31.07.2019 | Wealth Enhancement Group Announces Acquisition by Leading Gl... | MINNEAPOLIS, Minn., July 31, 2019 -- Wealth Enhancement Group, an independent wealth management firm... |
| 01.07.2019 | Investment and Wealth Management Firm HPM Partners Rebrands ... | NEW YORK, Jan. 7, 2019 -- HPM Partners, a prominent wealth management firm, announced today that it ... |
| 27.06.2019 | Lightyear Capital and Ontario Teachersâ Pension Plan to Ac... | Lawrenceville, GA â Investment funds affiliated with Lightyear Capital LLC ("Lightyear")... |
| 09.05.2019 | Lightyear Capital and PSP Investments Announce Sale of Advis... | New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm... |
| 01.05.2019 | Lightyear Capital Enters Purchase Agreement with Engage PEO | New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm... |
| 02.04.2019 | Cerity Partners Announces Merger with $11 Billion Blue Prair... | CHICAGO â April 2, 2019 --
, one of the nationâs leading independent wealth management and inve... |
| 05.02.2019 | Cerity Partners Announces Merger with $500 Million Wealth Ma... | CHICAGO – May 2, 2019 --
, one of the nation’s leading independent wealth management and investment... |
| 24.01.2019 | Lightyear Capital Announces Senior Promotions
| New York, NY – Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm f... |
| 05.01.2019 | Lightyear Capital Announces Investment in Lighthouse
| New York, NY â Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm... |
| 02.01.2019 | BGC Partners Completes Acquisition of Ed Broking Group Limit... | LONDON – BGC Partners, Inc. (NASDAQ: BGCP) ("BGC Partners," "BGC" or the “Compan... |
| 10.11.2018 | Advisor Group's Woodbury Financial Selected as the Preferred... | OAKDALE, MN -- Woodbury Financial Services (Woodbury), an independent wealth management firm with mo... |
| 26.09.2018 | Lightyear Capital Acquires Controlling Stake in Augeo FI Loy... | NEW YORK--Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on finan... |
| 07.08.2018 | Vista Equity Partners to Acquire Leading Consumer Directed H... | WALTHAM, Mass, August 07, 2018 -- Alegeus, the market leader in consumer directed healthcare (CDH), ... |
| 24.07.2018 | Therapy Brands Closes Investment from Lightyear Capital and ... | Birmingham, AL, July 24, 2018 -- Therapy Brands (the "Company"), a leading provider of men... |
| 24.07.2018 | Wealth Enhancement Group Acquires Retirement Strategies, Inc... | MINNEAPOLIS, July 24, 2018 -- Wealth Enhancement Group, an independent wealth management firm that o... |
| 09.07.2018 | Lightyear Capital Names Allison Cole Head of Fundraising and... | NEW YORK -- Lightyear Capital LLC ("Lightyear"), a New York-based private equity firm focu... |
| 21.06.2018 | Advisor Group's Royal Alliance Associates Acquires Signator ... | JERSEY CITY, N.J.-- Advisor Group, one of the nation's largest networks of independent financial adv... |
| 09.06.2018 | Lightyear Capital Closes Sale of Alegeus to Vista Equity Par... | NEW YORK--Lightyear Capital LLC (âLightyearâ), a New York-based private equity firm focused on f... |
| 16.01.2018 | HPM Partners Announces Sale of Emigrant Bank's Interest to L... | NEW YORK--(BUSINESS WIRE)-- HPM Partners LLC ("HPM Partners" or the "Firm"), a N... |
| 29.11.2017 | Lightyear Capital Closes Fourth Financial Services Buyout Fu... | NEW YORK--(BUSINESS WIRE)-- Lightyear Capital LLC ("Lightyear"), a private equity firm foc... |