Announced
Financials
Tags
wealth services
Majority
Single Bidder
Pending
Acquisition
Friendly
Asset Managers and Custodians
Private Equity
United States
Private
Synopsis
Private equity firm Bluespring Wealth Partners agreed to acquire Retirement Wealth Specialists, a wealth services firm, for $400m. "Retirement Wealth Specialists has an exceptional track record of consistent, above-market growth, and a unique ability to attract and retain clients. We have the utmost respect for Mitch and his team, and firmly believe our partnership will position the firm for an exciting, new chapter. Retirement Wealth Specialists also has an unparalleled strength of culture that we believe to be a perfect complement to Bluespring," Stuart Silverman, Bluespring Wealth Partners President.
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