The Mather Group Acquires PartnersInWealth
September 15, 2020
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.
- Buyers
- The Mather Group
- Targets
- PartnersInWealth
- Sellers
- PartnersInWealth (founder: James R. Waters)
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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