Rise Growth Partners Makes Strategic Minority Investment in Bleakley Financial Group
August 20, 2024
Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.
- Buyers
- Rise Growth Partners
- Targets
- Bleakley Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Growth capital
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