Announced
Completed
Synopsis
Kelso, a private investment firm, completed an investment in Savant, an investment adviser. Financial terms were not disclosed. "Savant is distinguished by our independence and employee ownership, as well as by our role as a leader and innovator in the RIA industry. As we looked to build on our momentum and enter our next phase of growth, we sought a partner who not only could provide a strategic capital infusion, but whose approach, values and interests were a strong match. Kelso's history, culture and embrace of employee-owned, founder-led firms made it an excellent fit to propel our growth – thoughtful growth that will broaden our impact, support our employee-owners and further enhance the outstanding value and service we deliver to clients," Brent Brodeski, Savant CEO and Founder.
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