Great Hill Partners Makes Minority Investment in Mission Wealth

Mission Wealth Merges with Hamilton Walker Advisers

August 19, 2025

Wealth Management

Mission Wealth Management, LP has merged with Hamilton Walker Advisers, a San Francisco–based financial planning firm. The deal expands Mission Wealth's presence in the Bay Area and brings Hamilton Walker's founder, Sarah Hamilton, into Mission Wealth as the firm's 54th equity partner.

Mission Wealth Merges with Brown Wealth Management

April 1, 2025

Financial Services

Mission Wealth Management, LP has merged with Brown Wealth Management, a Minneapolis-area advisory firm that oversees more than $204 million in client assets. The deal expands Mission Wealth’s Midwest footprint and brings Brown Wealth founder Timothy Brown and his team into Mission Wealth as equity partners.

Blackstone GP Stakes Acquires Minority Stake in Great Hill Partners

November 12, 2021

Financial Services

Funds managed by Blackstone GP Stakes have acquired a minority ownership interest in Boston-based private equity firm Great Hill Partners. The minority investment is intended to support Great Hill’s continued growth and investment strategy; Evercore served as financial advisor to Great Hill while Kirkland & Ellis and Fried Frank served as legal counsel to Great Hill and Blackstone, respectively.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

Mission Wealth Acquires Logic Capital Management

January 28, 2025

Financial Services

Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.

Mission Wealth Acquires Diversified Asset Management (Boulder)

October 1, 2025

Wealth Management

Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc., a Boulder, Colorado-based wealth management firm led by Robert J. Pyle and his son Matthew. The deal expands Mission Wealth's presence in Colorado and brings the Pyles into Mission Wealth's national wealth management platform.