M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights

• 🔹 42 M&A transactions were completed across the private wealth space in Q1
  🔹 Leading acquirers included Corient, EP Wealth Advisors, Merit Financial Advisors, and others
  🔹 Notable deals included Corient’s $10.4B acquisition of Geller and Focus Financial Partners’ $4.2B merger with Merriman Wealth
  🔹 California led regional activity, followed by Ohio, Kansas, and Massachusetts

This uptick in consolidation reflects a growing emphasis on scale, efficiency, and strategic positioning as firms prepare for continued shifts in investor expectations and market dynamics.

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