Kelso Fund X Invests in Savant Wealth Management
October 7, 2021
Kelso Fund X (Kelso & Company) completed an investment in Savant Wealth Management on September 30, 2021. Savant, a Rockford, Illinois–headquartered Registered Investment Advisor with 230+ employees and 18 offices, provides fee-based wealth advisory, tax, estate and retirement plan services; the capital is intended to support the firm’s continued growth and expansion of its advisory platform.
- Targets
- Savant Wealth Management
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Growth capital
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