Wealth Partners Capital Group

PE-Backed Waverly Advisors Purchases McShane Partners

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.

April 9, 2024

Rich DeRafelo and Ron Lehman will each assume the role of regional director, while Jeff Lehman will become a senior wealth advisor.

April 5, 2023

Wall Advisors' team will join Waverly, with H. Lee Wall, president and founder, assuming the role of regional director.

December 5, 2022

Union Financial will establish Merit’s presence in Oklahoma and increase acquired assets by $370 million.

May 9, 2022

The acquisition will increase EP Wealth's assets under management by over $118 million.

January 26, 2022

Biltmore is an RIA providing wealth and investment management services for a variety of clients.

January 10, 2022

GAM provides financial planning and wealth management services to individuals and families.

September 21, 2021

HGGC has also invested in the target, which will look to grow through acquisitions.

January 11, 2021