.
MergerLinks Header Logo

New Deal


Announced

Completed

Bluespring Wealth completed the acquisition of Capital Planning.

Financials

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

Tags

Edit

Completed

Friendly

consulting

Diversified Financials

United States

Acquisition

Majority

Domestic

Private

Private Equity

wealth management

asset management

Single Bidder

financial services

Synopsis

Edit

Bluespring Wealth, a wealth management firm, completed the acquisition of Capital Planning, an investment advisor that provides financial planning, wealth management, and retirement planning. Financial terms were not disclosed. "The deep client relationships Capital Planning Advisors has nurtured make them an obvious fit for our ongoing commitment to expanding the West Coast hub of premier wealth management firms. This team has built an outstanding organization and scalable service model that is deeply impactful to their clients. We are excited to partner with them and further support their personalized, holistic financial planning offerings, and goals for both organic and inorganic growth," Stuart Silverman, Bluespring Wealth Partners President.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US