300+ total transactions representing $300B+ in aggregate value — 18 tracked below spanning 2018–2026 · 2 industries
Advised Pacific Foundation Services LLC on the sale of the firm to Foundation Source, Inc. Based in San Francisco, PFS is a foundation management organization providing philanthropic strategy and grants management.
Advised GFP Private Wealth on its acquisition by Arax Investment Partners. Headquartered in Cleveland, OH, GFP has provided wealth management services for over 50 years. GFP has approximately $1.5 billion of assets under management.
Advised Garda Capital Partners LP, a leading alternative investment manager specializing in fixed income relative value strategies, on the sale of an additional minority equity interest to Affiliated Managers Group, Inc. (NYSE: AMG). Garda manages more than $12 billion in assets under management as of December 31, 2025.
Advised Belmont Capital Group on the sale of the firm to Gateway Investment Advisors, an affiliate of Natixis Investment Managers. Belmont provides customized, options-based separately managed account strategies to wealth advisory firms. At time of announcement, Belmont managed over $1.0 billion in client assets.
Advised O'Brien Wealth Partners on the sale of the firm to Mercer Global Advisors, Inc. Based in Waltham, Massachusetts, O'Brien Wealth provides comprehensive wealth management services. O'Brien Wealth managed approximately $1.1 billion in client assets as of June 30, 2025.
Advised Lindbrook Capital on its strategic investment from Hightower Advisors. With offices in New York and California, Lindbrook is a wealth management practice with approximately $3.8 billion of assets under management.
Advised the management team of Corbin Capital, L.P. on securing a debt facility that financed the buy-out of a group of outside investors, allowing the management team to significantly increase its controlling ownership stake. Corbin managed approximately $9.5 billion of AUM.
Advised Castlelake, L.P. on the sale of 51% of fee-related earnings to Brookfield Asset Management (NYSE: BAM, TSX: BAM). Brookfield invested approximately $1.5 billion into Castlelake to expand its differentiated asset-based investment business.
Advised Novare Capital Management LLC on a minority investment from Emigrant Partners. Headquartered in Charlotte, NC, Novare is a wealth management firm that manages approximately $1.8 billion of client assets.
Advised Veritable LP on its sale to Pathstone Family Office, LLC. Based in suburban Philadelphia, Veritable is one of the first multi-family offices in the country built to serve UHNW clients. Veritable managed approximately $17 billion of client assets at the time of the announcement.
Advised the management team of Eaton Vance Investment Counsel Division on Morgan Stanley's sale of the division to CI Financial. Headquartered in Boston, EVIC provides comprehensive wealth management services. EVIC managed more than $10 billion in assets under management at the time of announcement.
Advised Western Technology Investment on the sale to P10, Inc. (NYSE: PX). A pioneer in venture debt since 1980, WTI has deployed $7.8 billion in loan commitments across more than 1,400 venture-backed companies.
Advised Northleaf Capital Partners on the sale of a strategic interest to Mackenzie Financial Corporation (IGM Financial Inc. subsidiary). Northleaf is a leading global private markets investment firm with US$14 billion in private equity, private credit and infrastructure commitments under management.
Advised KORE Private Wealth on the sale of the firm to CI Financial Corp. Based in New York City, KORE utilizes an interdisciplinary wealth management approach for ultra-high net worth clients. KORE managed approximately $5.4 billion of client assets as of October 31, 2022.
Advised Clearstead Advisors and Rosemont Investment Group on the sale of a majority equity interest to Flexpoint Ford. Headquartered in Cleveland, OH, Clearstead is an institutional and private client advisory firm with approximately $29.2 billion in assets under management.
Advised Beaumont Financial Partners on their partnership with Focus Financial Partners Inc. Headquartered in Needham, MA, Beaumont delivers comprehensive wealth management and family office services. Had more than $2 billion in discretionary assets under management at the time of announcement.
Advised Polen Capital on the acquisition of DDJ Capital Management. Headquartered in Waltham, MA, DDJ is a boutique high yield, bank loan, private credit manager with approximately $8.3 billion in assets under management as of October 31, 2021.
Advised Campbell Global on the sale of the firm to J.P. Morgan Asset Management. Campbell Global is a leading global natural resources manager focused on sustainable forest management and timberland investing. Managed $5.3 billion in assets under management for institutional clients.