Tracked deals
12
12 tracked deals across 2024.
Wealth Management Growth Capital Investments in 2024
Buyer mix
Mixed buyer set
9 pe · 6 strategic
Top trend
Volume peaked in 2026
16 tracked deals announced in 2026.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Ardian | 1 | Global private investment house investing across private ... | PE |
| BW Forsyth Partners | 1 | Private investment firm (investment arm of Barry-Wehmille... | PE |
| Charlesbank Capital Partners | 1 | Middle-market private investment firm focused on buyouts ... | PE |
| General Atlantic | 1 | Global growth investor providing minority capital and str... | PE |
| Hightower | 1 | A national wealth management platform and RIA that provid... | Strategic |
| Merchant Investment Management | 1 | Private partnership that provides growth capital and stra... | PE |
| Peloton Capital Management | 1 | Private equity firm focused on North American middle-mark... | PE |
| Rise Growth Partners | 1 | Strategic financial partner that provides capital and ope... | PE |
| Summit Financial | 1 | Independent RIA and advisor platform providing technology... | Strategic |
| Summit Financial (Summit Growth Partners) | 1 | Independent investment advisory and wealth management pla... | Strategic |
Acquisition Volume in Wealth Management Growth Capital Investments in 2024 by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
December 23, 2024
- Buyer
- Summit Financial (Summit Growth Partners)
- Target
- Gordon Asset Management
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Growth capital
Summit Financial, via its Summit Growth Partners partnership, acquired a minority stake in Gordon Asset Management, a boutique advisory firm headquartered in Durham and Pinehurst, North Carolina. The investment will give Gordon access to Summit’s network, capital and in-house strategy resources and is intended to expand Summit’s retirement-plan capabilities and accelerate Gordon’s growth while preserving local operating control.
-
November 5, 2024
- Buyer
- Hightower
- Target
- Financial Planning and Information Services (FPIS)
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Growth capital
Hightower has made a strategic investment in Financial Planning and Information Services (FPIS), a 16-person wealth management and financial planning team based in De Pere, Wisconsin with over $1.1 billion in AUM. FPIS will retain its brand and leadership while gaining access to Hightower's national resources, including trust and tax capabilities, to support growth and succession planning.
-
October 2, 2024
- Buyer
- BW Forsyth Partners
- Target
- Matter Family Office
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Growth capital
BW Forsyth Partners has made a strategic, long-term investment in Matter Family Office, a St. Louis-based multi-family office led by founder Kathy Lintz. Forsyth will provide capital to fund organic growth, future acquisitions and cultural programs, and will join Matter's board while Matter advisors and staff remain in place.
-
September 30, 2024
- Buyer
- TPG Capital, General Atlantic
- Target
- Creative Planning
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
TPG Capital has made a substantial minority growth investment in Creative Planning, a leading independent wealth management firm, joining existing investor General Atlantic. Terms were not disclosed; Creative Planning CEO Peter Mallouk will remain in place and retain a majority stake. The capital will support continued expansion and enhancement of the firm's wealth-management and planning-led service offerings.
-
- Buyer
- Summit Financial, Merchant Investment Management
- Target
- Meeder Wealth Management
- Seller
- Meeder Investment Management
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Growth capital
Summit Financial, together with Merchant Investment Management, has acquired an equity stake in the wealth management arm of Meeder Investment Management. The Dublin, Ohio-based Meeder Wealth Management team — which manages nearly $400 million in AUM — will retain its branding and team and will access Summit's SummitVantage platform and Merchant's growth resources to accelerate national growth.
-
August 20, 2024
- Buyer
- Rise Growth Partners
- Target
- Bleakley Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Growth capital
Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.
-
June 11, 2024
- Buyer
- Ardian
- Target
- Groupe Orion
- Seller
- Siparex ETI
- Industry
- Wealth Management
- Location
- Brittany, France
- Type
- Growth capital
Ardian has acquired a stake in France-based wealth manager Groupe Orion alongside founders Manuel Parent and Emmanuel Angelier, with Siparex ETI selling its entire holding. The investment will support Groupe Orion’s growth and consolidation strategy, accelerate product and digital development (including its Canopia solution), and back further organic and external growth initiatives.
-
May 24, 2024
- Buyer
- Summit Financial Holdings, Summit Growth Partners (SGP)
- Target
- Kyros Private Wealth
- Seller
- UBS
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
Summit Financial Holdings, via its Summit Growth Partners program, announced the launch of Kyros Private Wealth — an independent practice led by William E. Clegg IV and a team that previously operated as The Clegg Group at UBS. The Kyros team (which oversaw roughly $370 million in AUM while at UBS) becomes an affiliate partner of Summit, gaining access to Summit's custody, technology, risk management and operational support while participating in Summit's cash monetization and equity partnership model.
-
- Buyer
- TriSpan LLP
- Target
- Slavic401k
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
TriSpan LLP completed a strategic growth investment in Slavic401k, a Boca Raton-based retirement services firm that administers multiple employer 401(k) plans. The minority investment (terms undisclosed) will fund capability expansion including cybersecurity and SECURE 2.0 tax credit capabilities to drive new plan formation; McHenry Consulting advised Slavic401k.
-
- Buyer
- iM Global Partner
- Target
- Trinity Street Asset Management LLP
- Industry
- Wealth Management
- Location
- United Kingdom
- Type
- Growth capital
iM Global Partner has acquired a non-controlling minority stake in London-based Trinity Street Asset Management, which had approximately US$8.6 billion in assets under management as of 31 March 2024. The Trinity Street partners will retain the substantial majority and continue to operate independently; the transaction is subject to FCA approval and is intended to expand iMGP's European product offering and global network.
-
- Buyer
- Peloton Capital Management
- Target
- Trilogy Financial Services
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Growth capital
Peloton Capital Management, a Toronto-based private equity firm, made a strategic minority investment in Trilogy Financial Services, an Irvine, California-based wealth management and financial planning firm. Trilogy's founder Jeff Motske remains majority shareholder and CEO; the capital will be used to accelerate Trilogy's M&A strategy, organic growth, and expand client/advisor services. Concurrently, Trilogy completed acquisitions of Flagship Wealth Management and Horizon Wealth Management, bringing Trilogy to approximately $4.0 billion in AUM.
-
February 1, 2024
- Buyer
- Charlesbank Capital Partners
- Target
- Rise Growth Partners
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Growth capital
Charlesbank Capital Partners has committed $250 million to Rise Growth Partners to provide growth capital that Rise will use to acquire minority stakes in high-growth registered investment advisors (RIAs). Rise, based in Austin, will leverage the capital and its operating team to provide strategic guidance and accelerate partner RIAs' organic growth and M&A activity.
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