The Vistria Group, a Chicago-based middle-market private equity firm investing in financial services, healthcare, and education, has made a significant strategic investment in The Mather Group LLC.
TMG is a wealth management firm exceeding $8 billion in assets under management throughout its 11 offices across the country. The firm provides a spectrum of in-house services including financial planning, tax advisory, portfolio management, risk assessment, and estate planning. Going forward, Vistria will commit significant capital to support TMG’s sustained growth across M&A activity and organic development.
“Our business is built on trust and relationships,” stated TMG CEO, Chris Behrens. “The Vistria Group shares the same business values, investment philosophy and commitment to integrity, transparency and high-touch service that has been the core foundation of TMG. This partnership supports our vision of being a national boutique while continuing to enhance the client experience.”
Park Sutton Advisors acted as financial advisor and Neil, Gerber & Eisenberg LLP acted as legal counsel to TMG on the transaction. Houlihan Lokey and Waller Helms Advisors acted as financial advisor and Winston & Strawn LLP acted as legal counsel to The Vistria Group on the transaction.