Acquisition Opportunity Arcadia Investment Management Corporation has been acquired by F.L. Putnam Investment Management Company for $670 million, signaling a significant shift in ownership and potential integration opportunities for product, platforms, and cross-sell with a larger advisory ecosystem.

AUM Growth Potential With more than 670 million in assets under management at the time of acquisition, there is likely a need for enhanced advisory services, back-office automation, and scalable technology solutions to integrate and manage larger portfolios post-merger.

Midwest Footprint The firm adds a Midwest presence to FLP’s geographic footprint, creating opportunities to tailor regional marketing strategies, client onboarding processes, and regulatory-compliant tech stacks for a broader West-to-East expansion play.

Technology Modernization Current tech stack includes Craft CMS, JSON-LD, Modernizr, jQuery, Google Maps, reCAPTCHA, Google Analytics, and Yii, highlighting a potential need for modernization, data analytics augmentation, and security enhancements to support larger client volumes.

Growth Financing Given the revenue range and recent acquisition, cross-sell options include wealth management products, trust services, retirement and employee benefit solutions, and institutional capabilities to attract private clients and scale service offerings.