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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Kay Lynn Mayhue

In PWD coverage since September 21, 2026 · 4 stories
PWD coverage
The Close

The next RIA premium is integration capacity

Five C-suite hires and a $1.4 billion team-by-team exit say the roll-up's binding constraint has moved from signing deals to absorbing them.
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
RIA · Sep 22Merit hands the CEO chair to its roll-up architect
move · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
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