EdgeCo Holdings Acquires Goss Advisors to Expand Wealth Division
November 16, 2020
EdgeCo Holdings, L.P. has entered into an agreement to bring New Orleans-based Goss Advisors (GWM Advisors LLC) into its wealth division, which includes the wealth management operations of Mid Atlantic Capital Group. The transaction, which will join Goss Advisors' ~100 independent-advisor platform and ~$8 billion in brokerage and advisory assets to EdgeCo, is expected to close before year-end and will retain Goss Advisors' executives and employees.
- Buyers
- EdgeCo Holdings, L.P.
- Targets
- Goss Advisors (GWM Advisors LLC)
- Platforms
- Mid Atlantic Capital Group, Inc.
- Industry
- Wealth Management
- Location
- Louisiana, United States
- Transaction Type
- Addon
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