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Est. 2026Moves · Money · ManagementNew York

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Deals

Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane

By Brooke Southall · RIABiz ·

The New York City PE powerhouse likely spent $500 million-plus to power up its Envestnet take-private deal by creating a cross-brand, cross-channel universe where rip-and-replace need not happen.

Summary as published by RIABiz
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