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Wednesday, September 16, 2026The Morning Brief →Sign in
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Jolie McCarthy

In PWD coverage since September 1, 2026 · 3 stories
PWD coverage
M&A

Owner seats are the currency in Savant’s ninth deal

Socha’s $542 million book comes with member-owner seats for its principals, a structure that shows why the RIA roll-up is now a retention game.
M&A · Sep 1Savant's Socha buy is a template for founder-led sellers
exit · Sep 1Savant's Socha deal maps a hybrid exit
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