BW Forsyth Partners Invests in Matter Family Office

Matter Family Office and IWP Family Office Merge; BW Forsyth Partners Backs Deal

August 8, 2025

Financial Services

Matter Family Office and IWP Family Office have merged to form a single multi-family office platform serving ultra-high-net-worth families, combining more than 90 professionals across St. Louis, Denver, and Dallas–Fort Worth and over $10 billion in assets under advisement. The transaction is supported by an investment from BW Forsyth Partners, which provided strategic capital to scale the combined firm's capabilities and services.

BW Forsyth Partners Invests in WalkerHughes Group

September 18, 2023

Insurance

BW Forsyth Partners has made a strategic minority (growth) investment in WalkerHughes Group, a founder-led retail insurance brokerage headquartered in Indianapolis. The capital will fund WalkerHughes’ future acquisitions and organic growth as the firm aims to scale into a larger, people-centric insurance distribution platform.

Baird Capital Invests in Blue Matter Consulting

September 1, 2020

Healthcare Services

Baird Capital, the private investment arm of Robert W. Baird & Co., has made a growth investment in Blue Matter Consulting LLC, a life sciences strategy consulting firm. The capital will support Blue Matter’s growth plans, including accelerating organic expansion and enabling potential strategic acquisitions; financial terms were not disclosed.

The Mather Group Acquires PartnersInWealth

September 15, 2020

Financial Services

The Mather Group, a family- and employee-owned wealth management firm headquartered in Chicago, has acquired Houston-based fiduciary-only firm PartnersInWealth, which manages approximately $350 million in AUM. The deal strengthens TMG's presence in the Houston market and increases its overall AUM while providing PartnersInWealth's founder and team access to TMG's technology platform and boutique culture.

Steward Partners Acquires Moore's Wealth Management

May 21, 2025

Wealth Management

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.

Copley Equity Partners Invests in Spend Matters

December 9, 2021

Data & Analytics

Copley Equity Partners has made a growth investment in Spend Matters, a Chicago-based tech-enabled data platform that provides procurement technology benchmarking and the TechMatch SaaS application. Spend Matters founder and CEO Jason Busch remains a substantial equity holder and will continue to lead the company; proceeds will be used to scale procurement offerings and expand into adjacent technology markets such as accounts payable, B2B payments, and supply chain analytics.