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New Deal


Announced

Completed

Wealth Partners-backed Waverly Advisors completed the acquisiton of Wall 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

Acquisition

United States

Private Equity

Domestic

Completed

Majority

wealth management

Private

Single Bidder

Asset Managers and Custodians

Synopsis

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Wealth Partners-backed Waverly Advisors, an investment advisor, completed the acquisition of Wall Advisors, a financial advisory firm. Financial terms were not disclosed. “Waverly’s philosophy is dedicated to supporting our clients and the related financial decisions and challenges. Wall Advisors’ core values align with our own. We are thrilled to welcome the talented Wall Advisors’ team to Waverly, as we look forward to continued growth in 2023," Josh Reidinger, Waverly CEO.

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