On April 6, 2022, The Mather Group announced that it had received a strategic investment from The Vistria Group.
Under the terms of the transaction The Vistria Group (“Vistria”) has acquired a stake in The Mather Group (“TMG”). TMG’s current leadership team, including CEO Chris Behrens, will remain in place. Further terms were not disclosed.
Vistria, based in Chicago, is a middle market private equity firm specializing in investments to financial services, healthcare, and education companies. Houlihan Lokey served as Vistria’s financial advisor on the deal.
TMG, also based in Chicago, is a wealth management firm serving high-net-worth individuals. As of February 28, 2022, TMG had over $8 billion in assets under management.
To read the press release: please click here.