This week, private equity–backed Atria Wealth Solutions announced plans to acquire Grove Point Financial, a Kestra Holdings subsidiary with $15 billion in client assets. In other M&A news, Aristotle ...

While Greenwich, Conn.-based Stone Point Capital has covered the wealth management sector for 20 years, the firm didn’t do its first deal in the industry until 2012 when it acquired a 24.9% stake in ...

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...