MergerLinks Header Logo

Announced

Bluespring Wealth Partners to acquire Retirement Wealth Specialists for $400m.

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.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US