CAPTRUST Acquires $5 Billion Boston Financial Management
November 29, 2024
CAPTRUST Financial Advisors has acquired Boston Financial Management, adding nearly $5 billion of client assets and 45 colleagues across Boston, Cape Cod (Massachusetts) and Portland (Maine). As part of the transaction BFM founder Richard H. Morse will retire; Berkshire Global Advisors served as BFM's financial advisor.
- Buyers
- CAPTRUST Financial Advisors
- Targets
- Boston Financial Management
- Sellers
- Richard H. Morse
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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