Announced
Completed
Financials
Sources
Tags
Private
Completed
Friendly
United States
financial planner
Diversified Financials
Acquisition
Domestic
Majority
Single Bidder
Synopsis
CAPTRUST, an investment advisory company, completed the acquisition of Engrave Wealth Partners, a wealth management firm. Financial terms were not disclosed. “We recognized the challenges of continuing to serve our existing clients at the highest level while continuing to grow. Ultimately, we were looking for a partner who could help us deepen our offering to existing clients while accelerating our organic growth strategy," Greg Parker, CAPTRUST Co-Founder.
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