Hightower Acquires The Bahnsen Group
April 23, 2026
Hightower signed a definitive agreement to acquire The Bahnsen Group, a U.S. wealth management franchise practice managing approximately $9.5 billion in assets under management as of December 31, 2025. The transaction is expected to close in the third quarter and will deepen integration across technology, operations, compliance, wealth solutions, and advisor services while TBG continues under its established brand with an added “A Hightower Company” designation.
- Buyers
- Hightower
- Targets
- The Bahnsen Group (TBG)
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
The Bahnsen Group Welcomes Hightower Naples Through Hightower’s Franchise Platform
October 6, 2026
Wealth Management
The Bahnsen Group (a Hightower company) announced that Hightower Naples, a Naples, Florida wealth management practice with about $1.1 billion in assets under management, is joining The Bahnsen Group and operating under the TBG brand. The transaction is expected to close at year-end 2026 and expands TBG’s footprint with a second Florida location (in addition to its Palm Beach office).
-
Hightower Signature Wealth Adds Boston Hill Advisors
September 10, 2026
Wealth Management
Hightower Signature Wealth added Boston Hill Advisors to its national wealth management platform. The move brings approximately $1.6 billion in assets under management, along with 18 employees and 11 advisors, and Boston Hill will continue operating from offices in North Andover and Natick, Massachusetts.
-
Hightower Advisors Acquires Valley Financial Group
August 13, 2026
Financial Services
Hightower Advisors is acquiring Valley Financial Group, an independent wealth management practice based in Ambler, Pennsylvania, to join Hightower Signature Wealth. The transaction adds Valley’s approximately $275 million in assets under management and is expected to close later this summer, with financial terms not disclosed.
-
Hightower Signature Wealth Adds Stearns Financial Group
August 4, 2026
Wealth Management
Hightower Advisors has added Stearns Financial Group to its Hightower Signature Wealth platform, bringing approximately $2.5 billion in assets under management and 30 employees. The transition expands Stearns Financial Group’s partnership with Hightower and provides centralized support across investment management, operations, technology, compliance, marketing, and client service.
-
Titan Wealth Holdings Agrees to Acquire Blacktower Group
October 13, 2025
Financial Services
Titan Wealth Holdings has agreed terms to acquire the Blacktower Group of Companies in a cross-border wealth management deal. Following completion and subject to regulatory approval, the businesses will be merged into Titan Wealth International, creating a larger global platform with expanded licensing, discretionary investment management services, and client support infrastructure.
-
Hightower Makes Strategic Investment in Smith Anglin
May 21, 2025
Wealth Management
Hightower Advisors made a strategic/growth investment in Smith Anglin, a Dallas-based wealth management and financial planning practice with about $2 billion AUM and a 34-person team. The move brings Smith Anglin into Hightower's advisor community to accelerate growth, leverage Hightower's integrated tech stack and value-added services, and expand Hightower's advisor network with aviation-focused clients.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.