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New Deal


Announced

NFP-backed Wealthspire Advisors to acquire Sage Financial Advisors.

Financials

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

Tags

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Friendly

financial planner

Single Bidder

Acquisition

Private

Management Consulting

Majority

United States

Domestic

Pending

Synopsis

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NFP-backed Wealthspire Advisors, an independent investment adviser, agreed to acquire Sage Financial Advisors, a wealth management firm. Financial terms were not disclosed. “We are delighted to welcome Brian Loy and the Sage team to Wealthspire. They’ve built a strong planning-first business that prioritizes the client experience and aligns with our fiduciary model. With this addition, we expand our growing presence in the West, and further reinforce our firm as a truly national RIA,” Mike LaMena, Wealthspire CEO.

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