May 5, 2021

Leonard Green Purchases Minority Stake in Mariner Wealth

On April 23, 2021, it was announced that Leonard Green & Partners, L.P. will purchase of a minority stake in Mariner Wealth Advisors, LLC.

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May 3, 2021

Incline Announces Strategic Partnership with Goldman’s Petershill

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.

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April 12, 2021

Warburg Pincus to Acquire Minority Stake in Edelman Financial

On March 15, 2021, Edelman Financial Engines, LLC announced that it will sell a minority stake to Warburg Pincus LLC.

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March 11, 2021

Summit Financial to Launch Summit Growth Partners

On January 21, 2021, Summit Financial Holdings, LLC announced its partnership with Merchant Investment Management, LLC to launch Summit Growth Partners, a vehicle for minority investments.

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March 8, 2021

Summit Partners Acquires Majority Stake in Adviser Investments

On February 3, 2021, it was announced that Summit Partners, L.P. acquired a majority stake in Adviser Investments, LLC.

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February 1, 2021

TRIA Capital Acquires Minority Interest in Modera Wealth

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…

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January 27, 2021

Aquiline Capital to Take Majority Stake in SageView

On January 5, 2021, SageView Advisory Group announced a strategic investment from Aquiline Capital Partners.

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January 21, 2021

Merchant Acquires Stake in Miracle Mile

On December 17, 2020, Merchant Investment Management, LLC announced that it partnered with Miracle Mile Advisors.

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January 11, 2021

Emigrant Partners Acquires Minority Interest in Ulrich Investment

On January 4, 2021, press reports disclosed that Seward & Kissel client, Emigrant Partners, LLC made a minority investment in Ulrich Investment Consultants.

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January 4, 2021

Oak Street Forms Strategic Partnership with Goldman Sachs

On December 22, 2020, Oak Street Real Estate Capital, LLC announced a strategic partnership with Goldman Sachs Asset Management’s Petershill program.

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