GCG Advisory Partners Acquires Infinity Financial Partners

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).

BharCap Partners Invests in GCG Advisory Partners

September 10, 2025

Financial Services

BharCap Partners made a strategic recapitalization investment in GCG Advisory Partners, the parent of GCG Wealth Management, with GCG management rolling over significant equity. The transaction provides capital to accelerate GCG's M&A-driven acquisition strategy and Monetize & Scale platform; prior investor LNC Partners exited its investment.

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.

Mercer Advisors Acquires Financial Partners Group (Gallatin, TN)

February 19, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Financial Partners Group (FPG), an investment advisory and financial planning firm based in Gallatin, Tennessee that manages $660 million in client assets. The deal expands Mercer’s presence in the Nashville metro area and brings FPG’s family-office and retirement-planning capabilities into Mercer’s national RIA platform.

NFP Acquires AFS Advisors, LLC

January 7, 2022

Wealth Management

NFP, a global insurance broker and consultant, has acquired AFS Advisors, LLC, an independent registered retirement and investment advisor based in Suwanee, Georgia. The acquisition (closed January 7, 2022) expands NFP's retirement capabilities and footprint in the Atlanta metro and broader Atlantic region.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.