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Grimes & Company

In network coverage since September 1, 2026 · 7 stories

2Deals on our tracker

Deal recordFull tracker →

Aug 31, 26Deal announcedStevens and Ciccone Associates — coverage

Aug 31, 26Deal announcedStevens and Ciccone Associates · — coverage

Network coverage

M&A

OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.

The Close · Sep 2RIA roll-ups are now buying retention, not just assets

RIA · Sep 1Sowell builds an in-house tax team for $5 million households

M&A · Sep 1Grimes' tax-practice deal is a retention play

Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM

Features · Sep 1Custody's new battlefield is the software that moves the book

RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.