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Cover Image WEALTH PARTNERS CAPITAL GROUP
WEALTH PARTNERS CAPITAL GROUP

WEALTH PARTNERS CAPITAL GROUP

Summary

Wealth Partners Capital Group is an investor in three nationally recognized RIAs.

Deals Overview

Total Deals3
Valued Deals0
Total Value-
Avg. Deal Size-

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United States
Investment Banking
Private EquityMajorityMergerAcquisitionPrivateDomestic
Fwm Holdings

target

Fwm Holdings

Stanhope Capital Group

bidder

Stanhope Capital Group

value n/a

15 dealmakers

United States
Asset Managers and Custodians
PrivateDomesticAcquisitionMinorityPrivate Equity
Merit Financial Group

target

Merit Financial Group

Wealth Partners Capital Group

bidder

Wealth Partners Capital Group

value n/a

5 dealmakers

United States
Asset Managers and Custodians
AcquisitionPrivate EquityDomesticMajorityPrivate
Wall Advisors

target

Wall Advisors

Waverly Advisors

bidder

Waverly Advisors

value n/a

4 dealmakers

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