Wingspire Capital Acquires Liberty Commercial Finance

Copley Equity Partners Makes Minority Investment in Liberty Commercial Finance

August 10, 2020

Financial Services

Copley Equity Partners made a significant minority growth investment in Liberty Commercial Finance to support the company's expansion of direct funding capabilities and syndicated originations. The capital, alongside a new senior credit facility, is intended to accelerate Liberty's growth and enhance its equipment lease and finance operations.

Experity Ventures Acquires Liberty Legal Funding

April 5, 2022

Financial Services

Experity Ventures LLC has acquired Fort Lauderdale-based Liberty Legal Funding, a consumer pre‑settlement / litigation finance firm. The deal will allow Liberty to leverage Experity's operational platform and capital to accelerate growth; financial terms were not disclosed.

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

December 9, 2022

Financial Services

Prime Capital Investment Advisors (PCIA) has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm led by James S. Gladney. The deal brings Liberty's leadership and approximately 15 employees (including five advisors serving ~725 clients across 45+ states) into PCIA and closed on December 9, 2022.

Wealthcare Capital Management Acquires Eagle Financial Management Services

June 16, 2022

Financial Services

Wealthcare Capital Management LLC, a NewSpring Holdings platform company, has acquired Eagle Financial Management Services, a Shreveport-based RIA that advises on more than $120 million in AUM. The deal expands Wealthcare’s direct-advisory channel, growing its advisor team to more than 150 advisors and increasing combined AUM to $4.75 billion; the Eagle Financial team will remain engaged and will use Wealthcare’s GDX360 goals-based planning platform.

MAI Capital Management Acquires Liberty Private Client

October 28, 2025

Wealth Management

MAI Capital Management has acquired Liberty Private Client, a Fort Myers, Florida–based registered investment advisor managing $245 million in client assets. The entire Liberty team will join MAI effective October 24, 2025; terms were not disclosed. The acquisition expands MAI’s presence in Florida and strengthens its Southeast / East Coast footprint.

Merit Capital Partners and Six Pillars Partners Recapitalize The Liberty Group

July 16, 2021

Staffing & HR

Merit Capital Partners and Six Pillars Partners, in partnership with The Liberty Group founder Ken Bohan, have acquired The Liberty Group, a Houston-based specialty temporary staffing and executive search firm serving the U.S. multi-family real estate industry. Merit provided subordinated debt and equity for the recapitalization to support growth and expand Liberty's on-site staffing, executive search and onboarding capabilities; the company was represented by Capital Alliance.