Rise Growth Partners Makes Minority Investment in Grimes & Company
February 19, 2025
Rise Growth Partners acquired a strategic minority stake in Grimes & Company, a family-owned wealth management firm with about $5.7 billion AUM that serves ~3,000 households. The investment — supported by a strategic commitment from Charlesbank Capital Partners to Rise — is intended to accelerate Grimes' geographic expansion, enhance its centralized planning capabilities and attract growth-focused advisor teams while preserving the firm's independence and culture.
- Targets
- Grimes & Company, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Growth capital
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.