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Joe Duran

Rise Growth Partners · Reported Sep 1

In network coverage since September 1, 2026 · 4 stories

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.

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

Moves · Sep 1Cyndeo hires Dynasty's Casey Jorgensen to run growth

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

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