Announced
Completed
Financials
Tags
wealth services
Friendly
Asset Managers and Custodians
Private Equity
asset allocation
Majority
Private
investment management
risk management
Single Bidder
Domestic
Acquisition
United States
Completed
Synopsis
Charlesbank Capital Partners, a private equity firm, completed the acquisition of a majority stake in Lido Advisors, a financial planning company. Financial terms were not disclosed. “Lido has proven to be an unparalleled home for clients and financial advisors alike, and we are excited to leverage our experience and network to accelerate its organic growth and M&A strategy," Michael Choe, Charlesbank Managing Director & CEO.
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