On September 30, 2025, Ares Management Corporation announced its definitive agreement to acquire a minority stake in EP Wealth.
Ares Management Corporation (“Ares”) announced, on September 30, 2025, its definitive agreement to acquire a minority stake in EP Wealth (“EP”). Under the terms of the transaction, which is expected to be completed in October 2025, EP’s co-founders, Derek Holman and Brian Parker, will maintain meaningful ownership in the organization and continue in their current roles as active advisors and leaders. Further terms of the deal were not disclosed.
Ares (NYSE: ARES), based in Los Angeles, is a global alternative investment manager offering clients primary and secondary investment solutions across the credit, real estate, private equity, and infrastructure asset classes. As of June 2025, Ares had over $572 billion in assets under management.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firms Berkshire Partners and Wealth Partners Capital Group. EP has approximately $40 billion in assets. Houlihan Lokey acted as co-advisor to EP in the transaction.
To read the press release: please click here.