For wealth management firms, finding and converting the best potential clients is essential for organic growth.

Rev, the world’s most accurate speech-to-text technology company, has acquired SmartDepo, the legal industry’s most trusted solution for ...

Collaborate with the team to create personalized client journeys and engage potential members. Represent the brand at VIP events, using strong networking skills to generate new leads. Maintain ...

The purchase of Sanctuary Wealth Management marks Merit’s 34th deal since it sold a minority stake to outside investors in ...

West Yorkshire-based financial adviser, Robertson Baxter, has been acquired by financial planning business Benchmark Capital, ...

"I am incredibly grateful for the guidance and expertise of Martin Lowrie and The Corum Group throughout our acquisition ...

Perforce Software, the DevOps company for global teams, announced its acquisition of Snowtrack today. The acquisition marks a ...

The deal is subject to regulatory approvals including U.S. antitrust clearance and approval by the Committee on Foreign ...

A Bristol team at law firm Burges Salmon has advised US-based Moss on its acquisition of a printing services company based in ...

Global Client Advisory Group (GCAG) announced that its affiliate, Renatus Tactical Acquisition Corp I (RTAC-I), has filed for ...