Announced
Completed
Financials
Sources
Tags
Domestic
Single Bidder
investment services
retirement consulting
Asset Managers and Custodians
financial planning
wealth management
United States
advisory services
Acquisition
Minority
Private
Private Equity
Completed
Friendly
Synopsis
Carlyle, a private equity firm, completed the investment in CAPTRUST, an advisory firm. Financial terms were not disclosed. "CAPTRUST was founded on the belief that everyone is best served by working with financial advisors that serve as fiduciaries, providing objective, conflict-free advice. Fast-forward more than 25 years, and that core belief remains the foundation of our tremendous growth. We remain focused on our clients first and have built out the infrastructure and advisor force to deliver world class solutions," Fielding Miller, CAPTRUST Co-founder and CEO.
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