.
MergerLinks Header Logo

New Deal


Announced

Wealthspire Advisors to acquire Heron Wealth.

Financials

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

Tags

Edit

Acquisition

Asset Managers and Custodians

Domestic

Majority

Friendly

Single Bidder

United States

wealth management

Private

Pending

Synopsis

Edit

Wealthspire Advisors, an NFP company and independent investment adviser, agreed to acquire Heron Wealth, a wealth advisory firm. Financial terms were not disclosed. "We are delighted to welcome David Edwards and the Heron team to Wealthspire. The addition of this experienced team deepens our New York City presence with talented professionals who are committed to delivering an amazing client experience built on a foundation of trust and fiduciary care," Mike LaMena, Wealthspire CEO.

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US