Tracked deals
4
4 tracked deals across 2024-2026.
Operating Company
Financial Services
GCG Advisory Partners
Charlotte, North Carolina, United States
Mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning, supported by flexible affiliation models and operational support. GCGWM Financial Advisors offer securities and investment advisory services (via Osaic Wealth, Inc.).
- Focus Areas
- Wealth Management, Independent RIA, Financial Advisory
- Website
- gcgap.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Addon
2 addon · 2 buyout
GCG Advisory Partners Acquisition Volume by Year
Last 2 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- GCG Advisory Partners
- Target
- Head Investment Partners
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Addon
GCG Advisory Partners has partnered with Head Investment Partners, a Knoxville, Tennessee-based advisory firm with $180 million in assets under management, which will join GCG’s platform. Head Investment Partners’ leader Daniel Head will join GCG as an Operating and Equity Partner, with the Head team retaining its brand and day-to-day operations. Terms of the transaction were not disclosed.
-
April 23, 2026
- Buyer
- GCG Advisory Partners
- Target
- Gateway Capital Advisors
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
GCG Advisory Partners, the parent company of GCG Wealth Management, acquired Gateway Capital Advisors, a St. Louis, Missouri-based wealth management firm managing $400 million in assets. Gateway’s managing partners and team are joining GCG as Operating and Equity Partners, and Gateway will keep its brand and continue day-to-day operations. Financial terms were not disclosed.
-
- Buyer
- GCG Advisory Partners
- Target
- Gunderson Capital Management
- Industry
- Financial Services
- Location
- South Carolina, United States
- Type
- Addon
GCG Advisory Partners (parent of GCG Wealth Management) announced that Gunderson Capital Management has joined its RIA platform. The partnership grants Gunderson Capital access to GCG’s technology, operational support, and growth capital, while Bill Gunderson becomes an Operating and Equity Partner at GCG. Financial terms were not disclosed.
-
October 8, 2024
- Buyer
- GCG Advisory Partners LLC
- Target
- Infinity Financial Partners LLC
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
GCG Advisory Partners LLC has acquired Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets, adding a key office in the Atlanta area. The deal expands GCG AP’s total managed assets to more than $2.5 billion and strengthens its wealth-management capabilities, particularly in tax advice and succession planning.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
3 tracked deals by GCG Advisory Partners.
Wealth Management Buyers & Acquisitions
1 tracked deal by GCG Advisory Partners.
Acquisitions in Georgia
1 tracked deal by GCG Advisory Partners.
Acquisitions in Missouri
1 tracked deal by GCG Advisory Partners.
Acquisitions in South Carolina
1 tracked deal by GCG Advisory Partners.
Acquisitions in Tennessee
1 tracked deal by GCG Advisory Partners.
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