Announced
Completed
Synopsis
CAPTRUST, an investment advisor, completed the acquisition of Frontier Wealth Management, a financial planning, investment and insurance provider. Financial terms were not disclosed. "I have known CAPTRUST for years. As I started creating Frontier's strategic plan for the next three years, I realized that we would need to invest significant time, energy, and capital to build out areas of our business, like cybersecurity, marketing, and investment services, to continue to grow. These are already areas where CAPTRUST has achieved significant scale. Joining CAPTRUST will benefit not only our clients, but the Frontier team as well. From the opportunity to become shareholders to new career paths, CAPTRUST puts our team on a great trajectory for growth," Nick Blasi, Frontier Partner and CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Seller Team (1)
Bidder Team (7)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite