AlTi Global Acquires East End Advisors

AlTi Global Acquires Envoi, LLC

July 1, 2024

Wealth Management

AlTi Global, Inc. (AlTi) completed the previously announced acquisition of Envoi, LLC, a Minneapolis-based multi-family office with approximately $3.0 billion in AUM. The deal expands AlTi's U.S. footprint and adds multi-generational family wealth advisory capabilities to its global wealth and alternatives platform.

Victory Capital Acquires WestEnd Advisors

November 4, 2021

Financial Services

Victory Capital Holdings, Inc. entered into a definitive agreement to acquire 100% of WestEnd Advisors, LLC, a Charlotte-based asset manager that provides ETF-based model allocation strategies and separately managed accounts with approximately $18 billion in assets. The deal was announced November 4, 2021 (upfront consideration of $480 million plus deferred earnouts) and the acquisition closed on December 31, 2021.

AlTi Global Acquires Kontora

April 30, 2025

Wealth Management

AlTi Global, Inc. completed the acquisition of Kontora on April 30, 2025. Kontora is a Hamburg-based multi-family office and asset manager with approximately €14 billion in assets under advisement and management, expanding AlTi's European wealth management footprint and UHNW client capabilities.

Altas Partners Joins Genstar and Oak Hill as Strategic Investor in Mercer Advisors

June 6, 2023

Wealth Management

Altas Partners has made an equity investment in Mercer Advisors, joining existing strategic investors Genstar Capital and Oak Hill Capital alongside employee-owners. The investment will support Mercer Advisors' continued growth and capability expansion across its national RIA platform headquartered in Denver.

Wealth Enhancement Group Acquires Adirondack Retirement Specialists, Inc.

November 16, 2023

Financial Services

Wealth Enhancement Group acquired Adirondack Retirement Specialists, Inc., a hybrid RIA based in Queensbury, New York, bringing a team of two advisors and three support staff and approximately $272 million in client assets. The deal expands Wealth Enhancement Group's presence in the Northeast and adds retirement-focused advisory capabilities to its national wealth management platform.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.