Estancia Capital Partners and LLR Partners Invest in Soltis Investment Advisors
September 17, 2024
Estancia Capital Partners and LLR Partners have entered into a capital partnership with Soltis Investment Advisors, a registered investment adviser with over $9 billion in client assets, providing growth capital and strategic resources. The investment will support Soltis's expansion of advisor hiring, potential acquisitions, enhanced service offerings and will see Emigrant Partners exit its minority stake.
- Targets
- Soltis Investment Advisors
- Sellers
- Emigrant Partners
- Industry
- Financial Services
- Location
- Utah, United States
- Transaction Type
- Growth capital
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