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Cover Image Mike LaMena

Mike LaMena

CEO at WEALTHSPIRE ADVISORS

Manager

Deal Bio

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Expertise (4)

Key Relationships

Sort

Asset Managers and Custodians

PrivateMajorityAcquisitionDomestic

Private Capital Group

target

Private Capital Group

Wealthspire Advisors

bidder

Wealthspire Advisors

value n/a

3 dealmakers

Asset Managers and Custodians

PrivateMajorityDomesticAcquisition

Private Ocean

target

Private Ocean

Wealthspire Advisors

bidder

Wealthspire Advisors

value n/a

9 dealmakers

Management Consulting

AcquisitionPrivateMajorityDomestic

Sage Financial Advisors

target

Sage Financial Advisors

Wealthspire Advisors

bidder

Wealthspire Advisors

value n/a

5 dealmakers

Asset Managers and Custodians

AcquisitionDomesticMajorityPrivate

Heron Wealth

target

Heron Wealth

Wealthspire Advisors

bidder

Wealthspire Advisors

value n/a

3 dealmakers

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