BharCap Partners Invests in GCG Advisory Partners

LNC Partners Makes Strategic Growth Investment in GCG Advisory Partners

July 28, 2022

Wealth Management

LNC Partners, a private equity firm, made a strategic growth investment in GCG Advisory Partners to accelerate GCG’s acquisition pace and support its “Monetize & Stay” platform strategy. The capital will help GCG expand its succession and liquidity solutions for advisor practices and enhance its technology and back/middle-office capabilities.

GCG Advisory Partners Acquires Infinity Financial Partners

October 8, 2024

Financial Services

GCG Advisory Partners LLC has acquired Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets, adding a key office in the Atlanta area. The deal expands GCG AP’s total managed assets to more than $2.5 billion and strengthens its wealth-management capabilities, particularly in tax advice and succession planning.

World Investment Advisors Acquires TCG Wealth Management

November 10, 2025

Wealth Management

World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm overseeing approximately $140 million in client assets. TCG will join World’s Boston Harbor Wealth Advisors branch, retaining its brand while gaining access to broader investment platforms, technology and operational support to strengthen World’s presence across New England and support advisor succession planning.

CVC Capital Partners Acquires Significant Interest in CFGI

September 15, 2021

Accounting & Tax

Funds advised by CVC Capital Partners have agreed to acquire a significant interest in CFGI, valuing the leading non-audit accounting advisory firm at approximately $1.85 billion. Existing investor Carlyle and CFGI management and partners are reinvesting alongside CVC; CFGI will remain a privately held firm under its current leadership and the deal is expected to close in Q4 2021.

General Atlantic Makes Minority Investment in Partners Capital Investment Group

February 8, 2024

Financial Services

General Atlantic has acquired a minority stake in Partners Capital Investment Group by purchasing equity from longstanding external shareholders and some founding-generation partners. The transaction will increase ownership by the current leadership to retain senior talent while enabling Partners Capital to leverage General Atlantic's global network and capabilities to deepen investment and technology capabilities.

GCG Advisory Partners Acquires First Fidelity Financial Group of Atlanta

January 9, 2025

Financial Services

GCG Advisory Partners LLC has acquired First Fidelity Financial Group of Atlanta, a boutique financial advisory firm managing over $170 million in client assets. The deal expands GCG AP’s Atlanta footprint (adding ~ $400M+ in local client assets toward its ~$2.9B AUM) and brings the First Fidelity advisors into an equity partnership with GCG while maintaining client experience and platform relationships (notably with Osaic).