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Clayton, Dubilier & Rice

In PWD coverage since September 23, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal talkCanaccord Genuity · Warburg Pincus — coverage
PWD coverage
M&A

RIA deal currency shifts from AUM to cash and retention

Modern Wealth's succession buy, Corient's Cayman licence and Canaccord's retention clause all point the same way: buyers are paying for the parts of a wealth business that cannot resign.
M&A · Sep 23CD&R and Warburg circle Canaccord's UK wealth book
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