Real-time funding, M&A, exec moves & hiring — the signals that move deals
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Acquiring Company
Cetera
Acquired Company
iTP Partners
San DiegoNew YorkFinanceConsultingFinancial ServicesFinanceDescription
Cetera has officially welcomed iTP Partners into its fold, along with their independent RIA, Blue Horizon Equity. This partnership aims to leverage Cetera's technology and services platform, Blueprint, to support iTP's growth and operational independence. Founded by financial advisors Bob Sansone and Jeff Hartman, iTP oversees around $3.5 billion in assets across nearly 50 advisors.
Related People
M&A Insights
Based on deal dataIntegration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed