The Diamond Podcast for Financial Advisors: If You Build It, Will They Buy It?

Published on May 1, 2025

A primer on M&A for advisors interested in building a business designed to be an attractive prospect for sale at maximum enterprise value.

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PE Firms 119th Street, Pelican Stake New RIA Maridea Wealth

May 1, 2025
Maridea, founded in 2023 and managing $470 million in assets, was an attractive investment for its fee-only model and synergy with adjacent financial services, said 119th Street’s managing partner.

Carlyle, State Street Mull Partnership to Tap Retail Wealth

May 1, 2025
The pairing would ramp up the private-capital industry’s race for retail wealth.