Binah Capital Recognized Among Industry Leaders in the Financial Planning’s Top Deal Makers List “Top IBD Moves and M&A Deals of 2024”
Binah Capital Group (NASDAQ: BCG) has been recognized in Financial Planning's 'Top IBD Moves and M&A Deals of 2024' list for its involvement in four major financial transactions during 2024. The company, which operates a network of independent financial advisory firms, played a significant role in deals involving Americana Partners, Merit Financial Advisors, Wentworth Management Services, and Perigon Wealth Management.
These transactions demonstrate Binah's capability in facilitating partnerships and expanding market presence in the financial advisory sector. CEO Craig Gould emphasized that these deals showcase the company's commitment to empowering independent advisory firms with necessary tools and strategies for market success, particularly during a period of significant industry consolidation.
Binah Capital Group (NASDAQ: BCG) è stata riconosciuta nell'elenco 'Top IBD Moves and M&A Deals of 2024' di Financial Planning per il suo coinvolgimento in quattro importanti transazioni finanziarie durante il 2024. L'azienda, che gestisce una rete di studi di consulenza finanziaria indipendenti, ha avuto un ruolo significativo in operazioni che coinvolgono Americana Partners, Merit Financial Advisors, Wentworth Management Services e Perigon Wealth Management.
Queste transazioni dimostrano la capacità di Binah di facilitare partnership e ampliare la propria presenza sul mercato nel settore della consulenza finanziaria. Il CEO Craig Gould ha sottolineato che queste operazioni evidenziano l'impegno dell'azienda nel fornire alle società di consulenza indipendenti gli strumenti e le strategie necessari per avere successo nel mercato, specialmente in un periodo di significativa consolidazione del settore.
Binah Capital Group (NASDAQ: BCG) ha sido reconocida en la lista 'Top IBD Moves and M&A Deals of 2024' de Financial Planning por su participación en cuatro importantes transacciones financieras durante 2024. La compañía, que opera una red de empresas de asesoría financiera independientes, jugó un papel significativo en acuerdos que involucran a Americana Partners, Merit Financial Advisors, Wentworth Management Services y Perigon Wealth Management.
Estas transacciones demuestran la capacidad de Binah para facilitar asociaciones y expandir su presencia en el mercado del sector de asesoría financiera. El CEO Craig Gould enfatizó que estos acuerdos muestran el compromiso de la empresa para empoderar a las firmas de asesoría independientes con las herramientas y estrategias necesarias para el éxito en el mercado, especialmente durante un período de consolidación significativa en la industria.
Binah Capital Group (NASDAQ: BCG)는 Financial Planning의 '2024년 최고의 IBD 이동 및 M&A 거래' 목록에 2024년 동안의 4건의 주요 금융 거래 참여로 인정받았습니다. 독립 재무 자문 기업들의 네트워크를 운영하는 이 회사는 Americana Partners, Merit Financial Advisors, Wentworth Management Services, Perigon Wealth Management와 관련된 거래에서 중요한 역할을 했습니다.
이 거래들은 재무 자문 분야에서의 파트너십 촉진과 시장 존재감을 확장하는 Binah의 능력을 보여줍니다. CEO Craig Gould는 이 거래들이 독립 자문 회사가 시장 성공을 위해 필요한 도구와 전략을 제공하겠다는 회사의 약속을 보여준다고 강조했습니다. 이는 특히 산업의 중요한 통합 기간 동안입니다.
Binah Capital Group (NASDAQ: BCG) a été reconnue dans la liste 'Top IBD Moves and M&A Deals of 2024' de Financial Planning pour son implication dans quatre transactions financières majeures durant l'année 2024. L'entreprise, qui gère un réseau de sociétés de conseil financier indépendantes, a joué un rôle significatif dans des accords impliquant Americana Partners, Merit Financial Advisors, Wentworth Management Services et Perigon Wealth Management.
Ces transactions illustrent la capacité de Binah à faciliter des partenariats et à étendre sa présence sur le marché du conseil financier. Le PDG Craig Gould a souligné que ces affaires témoignent de l'engagement de l'entreprise à doter les sociétés de conseil indépendantes des outils et stratégies nécessaires à leur succès sur le marché, en particulier durant une période de forte consolidation dans le secteur.
Binah Capital Group (NASDAQ: BCG) wurde in der Liste 'Top IBD Moves and M&A Deals of 2024' von Financial Planning für ihr Engagement in vier wichtigen Finanztransaktionen im Jahr 2024 anerkannt. Das Unternehmen, das ein Netzwerk unabhängiger Finanzberatungsfirmen betreibt, spielte eine wesentliche Rolle bei den Geschäften mit Americana Partners, Merit Financial Advisors, Wentworth Management Services und Perigon Wealth Management.
Diese Transaktionen zeigen Binahs Fähigkeit, Partnerschaften zu erleichtern und die Marktpräsenz im Finanzberatungssektor auszubauen. CEO Craig Gould betonte, dass diese Geschäfte das Engagement des Unternehmens demonstrieren, unabhängigen Beratungsgesellschaften die notwendigen Werkzeuge und Strategien für den Markterfolg bereitzustellen, insbesondere in einer Zeit erheblicher Konsolidierung in der Branche.
- Recognition in prestigious industry list for four major M&A transactions
- Demonstrated success in executing significant financial advisory sector deals
- Strategic expansion through multiple partnerships
- None.
Insights
The inclusion of Binah Capital in Financial Planning's "Top IBD Moves and M&A Deals of 2024" list is primarily a marketing achievement without substantial financial impact. While the article mentions four significant transactions (Americana Partners, Merit Financial Advisors, Wentworth Management Services and Perigon Wealth Management), it notably lacks critical details such as transaction values, revenue implications, or specific business metrics.
Given BCG's relatively small market capitalization of
Recognition Underscores Binah's Transformative Impact on the Financial Services Industry
NEW YORK, Jan. 02, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, (NASDAQ: BCG) ("Binah" or the "Company"), a financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, is honored to be recognized for its significant role in four of the most impactful financial transactions of the year, as featured in the Financial Planning's premier "Top IBD Moves and M&A Deals of 2024" list. Through its affiliate, Binah Capital has solidified its position as a leader in driving transformative growth within the financial advisory sector. The highlighted transactions, in which a Binah subsidiary was involved, include Americana Partners, Merit Financial Advisors, Wentworth Management Services, and Perigon Wealth Management. These transactions exemplify Binah’s expertise in facilitating partnerships, scaling operations, and expanding market presence for its affiliates.
Craig Gould, CEO of Binah Capital, commented: “These landmark transactions demonstrate Binah Capital’s dedication to empowering independent advisory firms with the strategies and tools needed to thrive in an evolving marketplace. Being recognized in the Financial Planning’s list, particularly in a year with significant industry consolidation, is a testament to the strength of our team and consistent execution of our vision.”
This recognition highlights Binah Capital’s role as a transformative force in the financial services industry. The company remains committed to driving innovation and delivering strategic success for its affiliates and partners nationwide.
About Binah Capital
Binah Capital Group (NASDAQ: BCG) is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative model, making it an optimal platform for RIAs navigating today's complex financial landscape. Binah's portfolio companies are built to help advisors run, manage, and execute their business seamlessly while providing best-in-class resources to support their practice. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace.
Contacts
ir@binahcap.com
media@binahcap.com
FAQ
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