Announced
Completed
Financials
Sources
Tags
Private
Domestic
United States
Acquisition
Friendly
Asset Managers and Custodians
Single Bidder
Completed
financial services
wealth management
Minority
Synopsis
Hightower, a wealth management firm, completed the investment in Highland Private Wealth Management, a $1.2bn wealth advisory and investment management business located in Bellevue, Washington. Financial terms were not disclosed. "At Highland, we believe in acting as the central 'wealth confidant' to clients, providing them with deep financial knowledge and specialized coaching to help them connect their money to a life of meaning and purpose. Our strategic partnership with Hightower – which includes access to institutional-level value-added services, operational scale and support – is a key step in advancing how we serve our clients and grow our business. The partnership enables us to retain our entrepreneurial spirit and autonomy, which has been central to our success," John Christianson, Highland CEO and Founder.
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