Request Deal Involvement
Merit Financial Advisors completed the acquisition of Sanctuary Wealth Management and Fiduciary Services for $1.6bn.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
commercial advisors
Alaris Acquisitions
or
Principals
bidder
WEALTH PARTNERS CAPITAL GROUP
bidder
HGGC LLC
target
SANCTUARY WEALTH MANAGEMENT
target
FIDUCIARY SERVICES
bidder
MERIT FINANCIAL GROUP
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