Crestview Partners completed a $200m investment in Modern Wealth Management.

Crestview Partners, a private equity firm focused on the middle market, completed a $200m investment in Modern Wealth Management, a national registered investment advisory firm. “We are really excited to be partnering with Gary, Mike and Jason. It’s one thing to have a great conceptual model, but assembling the team to execute is quite another. This leadership team has executed over 90 acquisitions of RIAs, building United Capital to $25bn of AUM with over 220 financial advisors and 22k clients in over 70 offices when it was sold to Goldman Sachs," Dan Kilpatrick, Crestview Partner and Head of Financial Services.