Cary Street Partners Acquires Keene & Dorchak

April 3, 2025

Cary Street Partners has acquired Keene & Dorchak, a Fort Worth-based wealth management firm, and will fully integrate the team and office into the CSP brand. The deal expands Cary Street Partners' footprint in Texas — adding a Fort Worth location to its existing San Antonio and Austin offices — and gives Keene & Dorchak clients access to CSP's broader resources and technology.

Buyers
Cary Street Partners
Targets
Keene & Dorchak
Sellers
Keene & Dorchak
Location
Texas, United States
Transaction Type
Buyout

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