Announced
Completed
Financials
Sources
Tags
Friendly
United States
Majority
Single Bidder
Asset Managers and Custodians
Domestic
Private
wealth management
Acquisition
Completed
Synopsis
CAPTRUST Financial Advisors, an independent registered investment advisor, completed the acquisition of Pacific Investment Consultants, a provider of wealth management and retirement planning. Financial terms were not disclosed. "We look for firms who prioritize serving their clients as a fiduciary and PIC was no exception. We are excited for PIC to join our team and believe they will fit flawlessly into our business, with the new team members adding great value to the CAPTRUST organization," Rush Benton, CAPTRUST Senior Director.
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