Announced
Completed
Financials
Tags
Domestic
United States
Private
Friendly
Private Equity
Minority
Completed
wealth management
Single Bidder
Acquisition
Asset Managers and Custodians
Synopsis
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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