Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
12.09.2025
FWP – Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV
Featuring Phil Fiore
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV December 9, 2025 By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…
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PrivateBanker – Procyon acquires OLV to expand presence in US
Featuring Phil Fiore
Procyon acquires OLV to expand presence in US December 9, 2025 By Vidyasagar Maddela S-based registered investment advisory (RIA) firm Procyon Partners has acquired OLV Investment Group to expand its footprint into the Midwest and South. OLV is a wealth management firm operating…
Read More12.08.2025
BusinessWire – Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion
Featuring Phil Fiore
Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion December 8, 2025 By Amiee Watts PROCYON EXPANDS NATIONAL PRESENCE WITH ADDITION OF OLV INVESTMENT GROUP, BRINGING TOTAL CLIENT ASSETS TO NEARLY $9 BILLION Acquisition Adds…
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CityWire – Procyon acquires $500m Michigan RIA
Featuring Phil Fiore
Procyon acquires $500m Michigan RIA December 8, 2025 By Alec Rich Connecticut RIA Procyon revealed one of its largest deals to date on Monday, as the firm continues to scale up since selling a stake to Constellation Wealth Capital (CWC) earlier this year. Procyon’s…
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Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Featuring Phil Fiore
Dynasty-Backed Procyon Acquires $500M OLV Investment Group December 8, 2025 By Diana Britton Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500…
Read More11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Featuring Phil Fiore
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer. November 10, 2025 By Harris Baltch Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a…
Read More10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Featuring Phil Fiore
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More07.08.2025
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Featuring Phil Fiore
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has made its first acquisition since it sold a stake in itself to serial wealth management investor Constellation Wealth Capital (CWC). The $8bn firm said Tuesday…
Read More07.08.2025
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management
Featuring Phil Fiore
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform, and Strengthens Procyon’s Capabilities in Multi-Generational Wealth Planning July 8, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon, a rapidly growing independent registered…
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