Financial services PE-Backed Waverly Advisors Purchases McShane PartnersMcShane was founded in 1985 as one of the first fee-only RIAs in Charlotte. April 9, 2024
Financial services EP Wealth Purchases Lehman & DeRafeloRich DeRafelo and Ron Lehman will each assume the role of regional director, while Jeff Lehman will become a senior wealth advisor. April 5, 2023
Private Equity PE-Backed Waverly Advisors Acquires Wall AdvisorsWall Advisors' team will join Waverly, with H. Lee Wall, president and founder, assuming the role of regional director. December 5, 2022
Financial services Merit Financial Advisors Acquires Union FinancialUnion Financial will establish Merit’s presence in Oklahoma and increase acquired assets by $370 million. May 9, 2022
Private Equity EP Wealth Buys Klein FinancialThe acquisition will increase EP Wealth's assets under management by over $118 million. January 26, 2022
Private Equity Merit Financial Merges with Biltmore and Stone CreekBiltmore is an RIA providing wealth and investment management services for a variety of clients. January 10, 2022
Financial services MAI Acquires Geier Asset ManagementGAM provides financial planning and wealth management services to individuals and families. September 21, 2021
Financial services Wealth Partners Backs Merit FinancialHGGC has also invested in the target, which will look to grow through acquisitions. January 11, 2021