Ares Management Funds Acquire Minority Stake in EP Wealth Advisors
September 30, 2025
Ares Management Private Equity funds have signed a definitive agreement to acquire a significant minority stake in EP Wealth Advisors, joining Berkshire Partners as an existing minority equity partner. The investment is expected to be completed in October 2025 and will provide growth capital and strategic support for EP Wealth’s talent, technology, client-facing offerings, and future M&A partnerships.
- Buyers
- Ares Management Private Equity funds, Berkshire Partners
- Targets
- EP Wealth Advisors
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Growth capital
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