Active M&A Scene Finds Good Target in Local RIA.

WEALTH management services; MERGERS & acquisitions; EP Wealth Advisors (Company); DONNELLY, Rich; CORPORATE culture; BUSINESS planning

The article discusses the impact of the acquisition of wealth management company Donnelly Wealth Advisors (DWA) by the registered investment advisory firm EP Wealth Advisors LLC. Topics discussed include the acquisition to have increased EP Wealth Advisors' presence in the Southern California region, the opinion of DWA's founder Rich Donnelly on his pursuing the acquisition deal and the acquisition strategy of EP Wealth Advisors where it acquires firms with similar organizational cultures.