Bronfman E.L. Rothschild Acquires TriCapital Advisors

March 31, 2017

On January 31, 2017, Bronfman E.L. Rothschild announced the acquisition of TriCapital Advisors.

Bronfman E.L. Rothschild LP (“Bronfman E.L. Rothschild”) acquired TriCapital Advisors, Inc. (“TriCapital”). Bronfman E.L. Rothschild is a registered investment advisor. TriCapital is an independent investment advisor. Following the acquisition, the president of TriCapital, Mark Schwartz, will become a Managing Director at Bronfman E.L. Rothschild. The acquisition of TriCapital is Bronfman E.L. Rothschild’s third acquisition in less than two years.

As of December 31, 2016, TriCapital managed $185 million in client assets.

To read the press release: please click here.


Investment Manager M&A, Transactions