Savant Wealth Management Acquires Capital Directions
February 22, 2023
Savant Wealth Management has acquired Atlanta-based Capital Directions, a registered investment adviser with approximately $3.3 billion in AUM and about 25 employees. The deal expands Savant's footprint (to 10 states and 26 offices) and strengthens its TAMP and retirement plan services; members of Capital Directions' ownership team will become significant equity owners in Savant.
- Buyers
- Savant Wealth Management
- Targets
- Capital Directions
- Industry
- Financial Services
- Location
- Georgia, United States
- Transaction Type
- Buyout
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