MergerLinks Header Logo

Announced

Completed

Estancia Capital and LLR Partners completed the acquisition of Soltis Investment Advisors.

Synopsis

Estancia Capital, a private equity firm, and LLR Partners, a private equity firm, completed the acquisition of Soltis Investment Advisors, a registered investment adviser. Financial terms were not disclosed. “The wealth management industry in the US is large and fragmented with many firms. Soltis represents the upper echelon of these firms, in terms of its collegial culture, dedicated advisor teams, and highly satisfied clients. This has led to Soltis advisors attracting a growing number of clients at an industry-leading pace," Alan Kurttila, Estancia Managing Director.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US