Announced
Completed
Financials
Tags
United States
Asset Managers and Custodians
Friendly
investment advisory
Acquisition
wealth management
Completed
Majority
Private Equity
Private
Domestic
Single Bidder
Synopsis
GTCR-backed CAPTRUST Financial Advisors, an independent registered investment advisor, completed the acquisition of MRA Associates, an investment advisory, wealth management, and tax consulting services provider. Financial terms were not disclosed "We are proud of the tremendous practice we have built over the last nearly three decades. The decision to join CAPTRUST was an easy one once we understood the considerable level of scale we would be plugging into. I believe all of our clients will benefit greatly from the depth of the firm's investment capabilities, as well their institutional capacity and leverage," Mark Feldman, MRA Associates Managing Partner and CEO.
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