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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Grimes & Company

In PWD coverage since September 1, 2026 · 7 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Deal announcedStevens and Ciccone Associates — coverage
Aug 31, 26Deal announcedStevens and Ciccone Associates · — coverage
PWD coverage
M&A

OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.
The Close · Sep 2RIA roll-ups are now buying retention, not just assets
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
M&A · Sep 1Grimes' tax-practice deal is a retention play
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
Features · Sep 1Custody's new battlefield is the software that moves the book
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
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