May 5, 2021
On April 23, 2021, it was announced that Leonard Green & Partners, L.P. will purchase of a minority stake in Mariner Wealth Advisors, LLC.
May 3, 2021
On April 22, 2021, Incline Management Corp., d/b/a Incline Equity Partners announced that Goldman Sachs Asset Management’s Petershill program has made a strategic investment in the firm.
April 12, 2021
On March 15, 2021, Edelman Financial Engines, LLC announced that it will sell a minority stake to Warburg Pincus LLC.
March 11, 2021
March 8, 2021
On February 3, 2021, it was announced that Summit Partners, L.P. acquired a majority stake in Adviser Investments, LLC.
February 1, 2021
On January 12, 2021, TRIA Capital Partners announced that it has made a minority investment in Modera Wealth Management, LLC. Under the terms of the agreement, TRIA Capital Partners (“TRIA”) has acquired a minority, noncontrolling stake in Modera Wealth Management, LLC (“Modera”). In connection with the investment, Modera previously merged…
January 27, 2021
On January 5, 2021, SageView Advisory Group announced a strategic investment from Aquiline Capital Partners.
January 21, 2021
January 11, 2021
On January 4, 2021, press reports disclosed that Seward & Kissel client, Emigrant Partners, LLC made a minority investment in Ulrich Investment Consultants.
January 4, 2021
On December 22, 2020, Oak Street Real Estate Capital, LLC announced a strategic partnership with Goldman Sachs Asset Management’s Petershill program.