On March 13, 2025, Turning Rock Partners announced that it provided $30 million in expansion capital to Silverleaf Wealth Management.
Turning Rock Partners (“Turning Rock”), announced, on March 13, 2025, that it provided $30 million in expansion capital to Silverleaf Wealth Management (“Silverleaf”). The capital will be used to expand Silverleaf’s growth and continue its acquisition strategy. Further terms of the deal were not disclosed.
Turning Rock, based in New York, is a private investment firm specializing in debt, equity and hybrid investments in underserved or capital constrained lower-middle market businesses in North America. As of March 2025, Turning Rock had over $1.2 billion in committed capital. Dalphia Partners advised Turning Rock in this transaction.
Silverleaf, based in Omaha, Nebraska, is a wealth management firm providing financial management, investment, insurance, tax planning and estate and legacy planning services. As of March 2025, Silverleaf had approximately $2 billion in total client assets.
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