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Thursday, August 20, 2026The Morning Brief →Sign in
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Arbo

In PWD coverage since August 19, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedCone CPA Firm — coverage
Apr 23, 26Deal closedCone CPA Firm
PWD coverage
The Close

Convergence puts private markets inside the advisor's daily workflow

Alternatives are no longer the constraint. The hard work is managing public and private positions in a single portfolio, and the platforms that make that routine will set the pace.
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 19Arbo buys Cone CPA, adding tax and CFO services
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