Audax Private Equity completed the investment in Congress Wealth Management.

Audax Private Equity, an alternative investment manager and capital partner to middle market companies, completed the investment in Congress Wealth Management, a Boston-based, independent registered investment advisor. Financial terms were not disclosed. “We are excited about the future and looking forward to partnering with Audax Private Equity to capitalize on the growth opportunities in front of our business,” Paul Lonergan, Congress Wealth Management Founder and CEO.