Request Deal Involvement

Audax Private Equity completed the investment in Congress Wealth Management.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Service Providers

FGS Global

pr advisors

FGS Global

Kirkland & Ellis

legal advisors

Kirkland & Ellis

ArentFox Schiff

legal advisors

ArentFox Schiff

Gladstone Associates

financial advisors

Gladstone Associates

or

Principals

AUDAX PRIVATE EQUITY

bidder

AUDAX PRIVATE EQUITY

CONGRESS WEALTH MANAGEMENT

target

CONGRESS WEALTH MANAGEMENT

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Request Credit - Audax Private Equity completed the investment in Congress Wealth Management.