On May 1, 2025, Seward & Kissel client Mission Wealth Management announced a strategic investment from Great Hill Partners.
Mission Wealth Management, LP (“Mission Wealth”) announced, on May 1, 2025, a strategic investment from Great Hill Partners (“Great Hill”). Mission Wealth remains independent and will be majority owned by its employees. As part of the transaction, Matthew Vettel, Managing Director of Great Hill, will join the Mission Wealth Board of Directors. Further terms of the transaction were not disclosed.
Mission Wealth, based in Santa Barbara, is a registered investment advisor offering financial planning, investment counsel, tax strategies, estate planning, philanthropic advice and asset protection services. A Seward & Kissel team represented Mission Wealth, which manages approximately $10.7 billion in client assets under management.
Great Hill, based in Boston, is a private equity firm targeting investments in high-growth companies across the software, financial services, healthcare, consumer, and business services sectors. Great Hill has raised over $12 billion of commitments and invested in more than 100 companies. Ardea acted as financial advisor to Great Hill.
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