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New Deal


Announced

Completed

Dynasty Financial Partners completed the acquisition of TruClarity Management Solutions.

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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advisory services

Diversified Financials

Majority

Private

Single Bidder

Completed

Acquisition

United States

financial services

Domestic

Friendly

Synopsis

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Dynasty Financial Partners, an asset management company, completed the acquisition of TruClarity Management Solutions, a financial advisorsy company. Financial terms were not disclosed. “We look forward to the opportunity to welcome TruClarity to the Dynasty Network. Given Dynasty’s leadership and scale as the largest integrated platform services company serving the RIA space, we will continue to selectively look at acquisition opportunities with an eye towards providing better service to our RIA clients, helping them better care for their clients, and assisting them in building better businesses while continuing to grow our network of RIAs,” Justin Weinkle, Dynasty CFO.

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