EdgeCo Holdings Acquires Goss Advisors to Expand Wealth Division

November 16, 2020

EdgeCo Holdings, L.P. has entered into an agreement to bring New Orleans-based Goss Advisors (GWM Advisors LLC) into its wealth division, which includes the wealth management operations of Mid Atlantic Capital Group. The transaction, which will join Goss Advisors' ~100 independent-advisor platform and ~$8 billion in brokerage and advisory assets to EdgeCo, is expected to close before year-end and will retain Goss Advisors' executives and employees.

Targets
Goss Advisors (GWM Advisors LLC)
Platforms
Mid Atlantic Capital Group, Inc.
Location
Louisiana, United States
Transaction Type
Addon

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