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Robertson Stephens

In network coverage since October 20, 2026 · 6 stories

4Deals on our tracker

Deal recordFull tracker →

Oct 19, 26Deal closedAlpha Investment Consulting Group — coverage

Oct 19, 26Deal closedAlpha Investment Consulting Group · $714M — coverage

Oct 19, 26Deal closedAlpha Investment Consulting Group · $714 — coverage

Oct 19, 26Deal closedAlpha Investment Consulting Group — coverage

Network coverage

M&A

Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting

The deal adds institutional consulting for foundations, endowments and nonprofits, and Milwaukee becomes the firm's first Wisconsin office.

M&A · Oct 20Robertson Stephens says it acquired Alpha Investment Consulting, lifting AUM above $10 billion

M&A · Oct 20Robertson Stephens acquires Alpha, lifting its assets past $10 billion

M&A · Oct 20Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets

Moves · Oct 20Long Arc Capital names Robertson Stephens COO Vikram Chugh as CircleBlack CEO

Moves · Oct 20CircleBlack names Robertson Stephens COO Vikram Chugh as CEO

THE DESK BRIEF

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