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Synopsis
Constellation Wealth Capital, a venture capital investment firm, completed the investment in Avior Wealth Management, an independent wealth management, financial planning, tax & accounting firm. Financial terms were not disclosed. "The Constellation team joins us at an exciting time - we have a great track record of growth and feel like our story is just getting started. This investment allows us to focus on meaningful inorganic growth initiatives, create new organic growth channels, and deliver operational efficiencies in our business. With CWC as a partner, we are able to maintain control and ownership of our organization, create opportunities for broader equity participation, and continue to invest in the talent that makes Avior so special," Britt Campbell, Avior CEO.
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