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Nate Lenz

In network coverage since August 27, 2026 · 8 stories

Network coverage

M&A

Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase

Concurrent reports $28.6 billion in AUM pro forma for the announced $5.4 billion Spire platform, up from $16.8 billion at the start of the year.

M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target

M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase

move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

move · Sep 21A $425 million team prices independence against the employee channel

Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team

Moves · Sep 21The breakaway that left Raymond James now buys its teams

Moves · Aug 27Concurrent turns breakaway recruiting into an equity play

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