Summit Financial (SGP) Takes Minority Stake in Gordon Asset Management
December 23, 2024
Summit Financial, via its Summit Growth Partners partnership, acquired a minority stake in Gordon Asset Management, a boutique advisory firm headquartered in Durham and Pinehurst, North Carolina. The investment will give Gordon access to Summit’s network, capital and in-house strategy resources and is intended to expand Summit’s retirement-plan capabilities and accelerate Gordon’s growth while preserving local operating control.
- Buyers
- Summit Financial (Summit Growth Partners)
- Targets
- Gordon Asset Management
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Transaction Type
- Growth capital
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