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Announced

Completed

Bluespring Wealth completed the acquisition of Hudson Dynamic Retirement for $265m.

Financials

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Transaction Value£203m
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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consulting agency

Private

Friendly

United States

Majority

Management Consulting

Completed

Acquisition

Domestic

Single Bidder

Synopsis

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Bluespring Wealth, an acquirer and partner of wealth management firms, completed the acquisition of Hudson Dynamic Retirement, a consulting agency that specializes in planning services for retirement, finance, estate and implementation, for $265m. "Hudson Dynamic Retirement has always had strong ties to the teams at US Financial Services and Bluespring Wealth Partners. As Andy looks to continue supporting his firm and developing the next generation of leadership, this partnership made great sense for both sides," Stuart Silverman, Bluespring President.

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