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Announced

Completed

The Vistria Group completed the investment in The Mather Group.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Domestic

United States

Private

Friendly

Private Equity

Minority

Completed

wealth management

Single Bidder

Acquisition

Asset Managers and Custodians

Synopsis

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The Vistria Group, a private equity firm, completed the investment in The Mather Group, an operator of a wealth management firm. Financial terms were not disclosed. "Our business is built on trust and relationships. The Vistria Group shares the same business values, investment philosophy and commitment to integrity, transparency and high-touch service that has been the core foundation of TMG. This partnership supports our vision of being a national boutique while continuing to enhance the client experience," Chris Behrens, TMG CEO.

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