Matter Family Office and IWP Family Office Merge; BW Forsyth Partners Backs Deal
August 8, 2025
Matter Family Office and IWP Family Office have merged to form a single multi-family office platform serving ultra-high-net-worth families, combining more than 90 professionals across St. Louis, Denver, and Dallas–Fort Worth and over $10 billion in assets under advisement. The transaction is supported by an investment from BW Forsyth Partners, which provided strategic capital to scale the combined firm's capabilities and services.
- Buyers
- BW Forsyth Partners
- Targets
- Matter Family Office, IWP Family Office
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
BW Forsyth Partners Invests in Matter Family Office
October 2, 2024
Wealth Management
BW Forsyth Partners has made a strategic, long-term investment in Matter Family Office, a St. Louis-based multi-family office led by founder Kathy Lintz. Forsyth will provide capital to fund organic growth, future acquisitions and cultural programs, and will join Matter's board while Matter advisors and staff remain in place.
-
The Mather Group Acquires PartnersInWealth
September 15, 2020
Financial Services
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.
-
Homrich Berg Acquires WMS Partners
January 16, 2025
Financial Services
Atlanta-based Homrich Berg (HB Wealth Management) has closed the acquisition of WMS Partners, a Towson, Maryland-based RIA with $6.4 billion in AUM. The deal expands HB's family office capabilities and mid-Atlantic presence, bringing combined AUM to over $24 billion and keeping WMS's leadership and advisors in the Towson office to ensure continuity for clients.
-
Mission Wealth Merges with Brown Wealth Management
April 1, 2025
Financial Services
Mission Wealth Management, LP has merged with Brown Wealth Management, a Minneapolis-area advisory firm that oversees more than $204 million in client assets. The deal expands Mission Wealth’s Midwest footprint and brings Brown Wealth founder Timothy Brown and his team into Mission Wealth as equity partners.
-
Steward Partners Acquires Moore's Wealth Management
May 21, 2025
Wealth Management
Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.
-
BW Forsyth Partners Invests in WalkerHughes Group
September 18, 2023
Insurance
BW Forsyth Partners has made a strategic minority (growth) investment in WalkerHughes Group, a founder-led retail insurance brokerage headquartered in Indianapolis. The capital will fund WalkerHughes’ future acquisitions and organic growth as the firm aims to scale into a larger, people-centric insurance distribution platform.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.