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New Deal


Announced

Completed

Robertson Stephens completed the acquisition of Vine Street.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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financial planning

retirement planning

Majority

United States

wealth management

Private

Private Equity

Single Bidder

Acquisition

Asset Managers and Custodians

Friendly

Completed

Synopsis

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Robertson Stephens Wealth Management, an independent advisor, completed the acquisition of Vine Street Wealth Management, an investment management advisory firm. Financial terms were not disclosed. "We are committed to helping our clients grow and protect their wealth. We take their trust very seriously and believe by partnering with Robertson Stephens we can deliver superior client service with their robust wealth management offering. We share the same vision and values and are excited for the vast opportunities this partnership will bring," John Bernabei, Vine Street Co-Founder.

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