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Cover Image Nick Trepp
Nick TreppWEALTH PARTNERS CAPITAL GROUP

Nick Trepp

Principal at WEALTH PARTNERS CAPITAL GROUP

Investor

Deal Bio

Total Deals2
Valued Deals1
Total Value£ 553 M
Avg. Deal Size£ 553 M

Market Context

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01 Jul 2024|United States|Asset Managers and Custodians
Sloan Investment Management
Ep Wealth Advisors

Target: SLOAN INVESTMENT MANAGEMENT LLC

Bidder: EP WEALTH ADVISORS

5 Service Providers

2 Target | 3 Bidder

11 Dealmakers

8 Target | 3 Bidder

£ 553 M

Value

17 Sep 2024|United States|Private Equity
CORNERCAP
Wealth Partners Capital Group

Target: CORNERCAP

Bidder: WEALTH PARTNERS CAPITAL GROUP

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

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