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Announced

Completed

EP Wealth Advisors completed the acquisition of CornerCap.

Synopsis

EP Wealth Advisors, an investment management, financial planning and wealth advisory firm, completed the acquisition of CornerCap, a wealth management services company. Financial terms were not disclosed. “EP Wealth focuses on people when partnering with firms, and CornerCap is a talented group who will be a great addition to our team. Most importantly, they share our commitment to great client service,” Ryan Parker, EP Wealth CEO.

Principals

CORNERCAP

target

CORNERCAP

Wealth Partners Capital Group

bidder

Wealth Partners Capital Group

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Market Context

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Nick Trepp

Nick Trepp

InvestorPrincipal at WEALTH PARTNERS CAPITAL GROUP
Deal Bio
Total Deals
2/
Total Value
£553M
Cannon Carr

Cannon Carr

ManagerCEO at CORNERCAP
Deal Bio
Total Deals
1/
Total Value
value n/a
Ryan Parker

Ryan Parker

ManagerCEO at EP WEALTH ADVISORS
Deal Bio
Total Deals
2/
Total Value
£553M
Monica Estrada

Monica Estrada

PR ConsultantSenior Account Executive at Gregory FCA
Deal Bio
Total Deals
1/
Total Value
value n/a

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