Waterloo Capital Acquires Equity Stake in Allied Portfolio Management
April 20, 2026
Waterloo Capital announced it acquired an equity stake in Allied Portfolio Management, a wealth management firm headquartered in Tucson, Arizona. The combined practice will operate under the Waterloo Capital name, expanding Waterloo’s institutional-grade wealth management presence into the Tucson and Scottsdale markets.
- Buyers
- Waterloo Capital
- Targets
- Allied Portfolio Management
- Sellers
- Steve Graham (founder and former president of Allied Portfolio Management)
- Platforms
- Waterloo Capital
- Industry
- Wealth Management
- Location
- Arizona, United States
- Transaction Type
- Addon
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