Custom Portfolio Group (CPG) to Join Transform Wealth
September 28, 2024
Focus Financial Partners entered into a definitive agreement under which Custom Portfolio Group LLC (CPG) will formally join its partner firm, Transform Wealth LLC (Transform). The deal is expected to close in Q4 2024, subject to customary closing conditions, combining CPG’s wealth planning and investment management capabilities with Transform’s advisory platform.
- Buyers
- Transform Wealth LLC, Focus Financial Partners Inc.
- Targets
- Custom Portfolio Group LLC (CPG)
- Platforms
- Transform Wealth LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Addon
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